Financials
407 results found
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Searchable sections
Make sections able to be searched for. This way you can have a bundle of line items under a section name that represent something, like changing a skylight for example that will have material and labor line items pop up under it, then be able to choose a quantity for the section and a markup per section (we have different margins for different trades). It feels like the smart estimates are trying to do this, but this would be a great supplement to that and make a large portion of the other features in JobNimbus a lot more helpful.
2 votes -
Sort Subcontractor List
I would like to be able to sort the subcontractor list on the work order page.
2 votes -
Set new default Estimate Template when creating new estimate
Reorder estimate design template options when creating new estimate
2 votes -
Ability to add custom fields to invoices
It would be great to be able to add custom fields that can auto populate check numbers to the invoices to show applied payments.
2 votes -
Be able to toggle off profit, margin and total on mobile app
Be able to remove the profit, margin and total area on an estimate on mobile app.
2 votes -
Markup Slider on Invoices
Have the markup slider on invoices.
2 votes -
2 votes
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Able to Add Total Labor and Total Materials as Invoice Report Column Option
Include the total labor cost and total material cost in an invoice report as a column option. When I run a weekly or monthly invoice report, I can see the total invoice price and the total costs as line items, but really need to see the total material and total labor breakdown also. It shows on the invoice -- just want to add it as a column option, exactly like Total, Total Cost, Total Paid, Balance, etc options
2 votes -
Convert invoice to Paid in Full Receipt
We would like to be able to convert an invoice into a Paid in Full receipt. We have a template design for this but when we sent it to our customer it still shows as an invoice and there are times they don't open the invoice to see it's paid in full. It causes them confusion and makes them think they are being charged again. If we could convert the invoice to a receipt, 1) the file would show receipt, and 2) there could be a separate email to auto-send with the receipt that shows receipt instead of invoice
2 votes -
Ability to use template custom fields in line items
Like template fields on an estimate, it would be great to be able to use fields that auto populate in the line items of an estimate that can draw data from a contact field. This would be helpful for repeated estimates that need the same/similar data.
2 votes -
Formula section for Estimates
I think we need a section that allows us to be able to create simple formulas with the estimate lines. For example: My team uses Hover for a siding estimate. They enter the linear feet of trim that hover displays for "Outside Corners" and it is in a "James Hardie Template". The formula I would need to write is: Outside Corner Linear Feet * .05 (round up) / 12 (12' is the length of the trim for James Hardie)
Don’t get hung up on Hover. We don’t always need a hover, but having that capability to convert a line item…
2 votes -
Have custom work order fields "required" be more customizable
I want to have custom work order fields be required for some of my work order types and some required for other types of work orders. Currently, if you mark one field "required" it's for all work order types. It would be great to see some customization.
2 votes -
There should be a list of all the sales guys and their current standing in sales, podium style so that we can see whose leading
There should be a list of all the sales guys and their current standing in sales, podium style so that we can see whose leading
1 vote -
Add ability to change font size on Footer in Simple Estimate
The font size in the Footer notes in the Simple Estimate is way too large. It is much larger than the item descriptions. Footer font size is typically smaller than the rest of a document. Add the ability to change the font size. This enables me to put T&C in the footer for Simple Estimates. Otherwise, there are no T&C.
1 vote -
Simple Mode
Must be able to "Add a Page" to Simple Mode need to ad the Terms and Conditions" to the template
1 vote -
Single Page for Each Line Item in Invoices
I would like to make each line item start on a separate page on invoices.
1 vote -
Autofill Estimate Name with Job Name
The Job Name is auto-filled into the Estimate Name (of course, with the ability to change it) or the ability to insert tokens into the Estimate Name field, with tokens that include the Job Name.
1 vote -
ROOFSNAP: Be able to seamlessly integrate Roofsnap measurement fields into the JN measurements
right now Roofsnap can only be added to measurements by uploading the sketch CSV file to JN. But not all the fields are pulled. Only the very basic ones. We still have to complete some fields manually. It would be a good idea to integrate Roofsnap just like you did with Eagleview
1 vote -
Keep Legacy Estimate OR Make A Simple Estimate
We use the same wording and info on ALL estimates. Simple. Easy. We just want to select estimate, add dollar amount, and be done. Thank you.
1 vote -
INVOICES: Be able to split payment in US$ not only on percentage
Allow to split invoice payments in US$ amounts and not just in percentage. Sometimes, especially with insurance claims we charge invoices based on stages but that requires splitting in terms of dollars not in percentage.
1 vote
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