Financials
532 results found
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No email required for signing estimates
This user does not email their customers and would like the option to omit the email address when marking an estimate as signed
3 votes -
The rep or person assigned to be able to be a authorized signer. So both homeowner and Rep can sign
The thing is you have to manually put the name of the rep and also the email for both to sign. It would be so helpful if the rep that was assigned to the job is another signer along with Homeowner.
3 votes -
Converting a draft estimate to a material order
The ability to convert an estimate that is in draft status to a material order.
3 votes -
Emailing Estimate to the customer
Have the email template that is set up show up in the email box when sending the estimate to the customer so that we can see that there is a message there and it doesn't look like a blank message being sent to the customer.
3 votes -
Left Justify Notes on NSE Estimates
Currently, the notes in NSE justify to the right, but we would prefer them to be on the left. Or possibly toggle-able to either side.
3 votes -
please allow more the 31 characters in the product name
only being allowed 31 characters in the product name is a pain it would be nice to be able to have more.
I tried to enter (Chimney flashing w/ counter flashing) and it is too big so I had to drop the last flashing to make it work
3 votes -
Show Revenue as Pre-Tax in Profit Tracker
Revenue in profit tracker is showed with sales tax included. Revenue should show the pre-tax amount, or at least give us the option to remove the sales tax from revenue.
3 votes -
Logo being able to sign estimates before the customer
Option to sign the estimate before the customer
3 votes -
Returned Payments Automatically Deducted from Invoice
If a payment is returned to have that deduct from what has been paid. Also would like it to show in Jobnimbus if there is a credit on an invoice after payments.
3 votes -
Ability for sales rep to choose financing options from mobile app
Ability for sales rep to choose financing options from mobile app, when creating estimates
3 votes -
Immediate Payments Deposits
Would be nice to get them even earlier, even within 24 hours instead of the next business day. Jobr had a feature where they could pay a %1 fee to get it immediately, so maybe something like that.
3 votes -
Import Measurements to Material Orders and Work Orders without estimate conversion.
I want the ability to create material and work orders using measurements, without needing to convert an estimate first. For example, if you use an estimate template with an Xactimate estimate and enter a lump sum in your estimate, you can’t quickly generate material or work orders because there are no line items in the estimate to pull from. This forces you to manually add line items and enter measurements for each, which is time-consuming.
It would be much more efficient if the quantities in material and work orders automatically populated based on the measurements provided, as long as the…
3 votes -
Company Logo on every estimate page
Add company logo to every page of an NSE estimate
3 votes -
Estimate Details Page Notes Box Format
Looking to have the estimate details page notes format at the bottom to go from left to right instead of right to left.
3 votes -
Require Full Payments
Want to be able to change it to require customer to pay in full
3 votes -
Recurring Invoices
Would like to make recurring invoices that automatically create
3 votes -
Edit Estimate Template Line Items
When attempting to edit an estimate template with the new sales experience, I cannot simply update a line item. I have to delete the line item, scroll down to the bottom, add a line item again, and then drag it back where I want it. I would like to just be able to modify the line items on my templates like I can on the actual estimates.
3 votes -
Dollar Amount for Deposits on Estimates through JobNimbus Payments
Logo would like to request a dollar amount instead of percentage for split payments on NSE.
3 votes -
Edit Estimates/Documents After Signature
I was messing around with this NEW feature - and I do not like the fact that you cannot go back in and edit after someone "signs" it. We have a TON of customers that change/update/add/delete items after they have already signed. This needs to be made so that you can still go back and make changes and have it resigned if needed.
3 votes -
Recover Deleted Templates
I would like to be able to recover any deleted templates in settings.
3 votes
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