Financials
381 results found
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Template Field/Estimate Token for Estimate Approved Date or Date Signed
In the state of PA, we are required by law to include two copies of a "Right to Cancel" form with any estimate we create and send to a customer. We are trying to set up our estimates to include one, but we are running into a snag: There is no estimate token that allows us to include the date that the estimate was signed. Please create a token where when we build out a custom page document in NSE, that will include the date the estimate was signed, so that we can have it populate on that necessary, legal…
1 vote -
Increase the Photo Limit on New Sales Experience Estimates
Currently, the formatting for the inspection page on new sales experience estimates will only allow 10 MB per image. There also doesn't seem to be a limitation on HOW MANY of those images you can upload before the system can't handle it.
1 vote -
Require Multiple Pages to be Signed on an Estimate (Not Just Initialed)
We need a PDF page inserted into our contract that needs to be signed by the homeowner. This page is required by law to be signed every time we contract a job with a Homeowner and Explicitly state that initials do not work. WE SHOULD BE ABLE TO REQUEST A FULL SIGNATURE in specific sections of a page.
1 vote -
Enlarge Special Instructions Box on Financial Documents
Make the "special instructions" box much bigger. We always put a bunch of critical info for the crew here. Right now, it's the tiniest text box!!
let's make it bigger please!
1 vote -
Progress Billing and Partial AR Closure on Single Invoice
For insurance restoration projects with long supplement approvals and multiple trades, JobNimbus currently requires either a single open invoice or multiple invoices, neither of which aligns with industry payment practices.
Requested Improvements: 1) Enable progress billing on a single invoice, allowing partial payments to be applied and portions of the invoice to be marked as completed by phase or trade. 2) Update AR reporting to show progress payments and remaining balances against the total supplement amount. 3) Allow tracking of work completion by phase or trade within the invoice, using custom fields or structured notes.
These features would improve AR…1 vote -
Commission visible in Profit Summary
I want my sales team to be able to see what commission they can expect if they sell a specific job.
1 vote -
If you set it to only go off of Margin, then the system should only calculate off of Margin.
Currently, the NSE estimate system adjusts the margin percentage automatically based on a couple of different things. 1. The price set of the product in Products & Services. 2. The markup percentage on that product, even though it's set to only go off of Margin. This will throw off the margin and even go below the set margin minimum, which can lead to loss of business if not noticed, and the estimate is sent off without notice. Having set up warnings of adjusting prices and how it will affect the margin calculations, or making it more obvious what the margin…
1 vote -
Turn off estimate emails
I would like the option to turn off the email requesting the down payment when marking an estimate as signed. We have some customers that come in and physically sign a copy of the estimate and when I go into the new estimates and mark it signed it automatically sends out an email and requests a down payment even though they have made the payment. This has become confusing for our customers as they think that we have lost their payments.
1 vote -
1 vote
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Profit Tracker in-depth breakdowns
Profit tracker gives you a data table or graph, quite often, to represent the data pulled from different profit trackers on the jobs themselves. If you could click on a specific data field in the profit tracker insights page and see a breakdown, or even simply a link that will take you directly to the job the data is associated would save so much time when browsing the data and checking and validating that it is legit.
1 vote -
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1 vote -
Logo wants description functionality to be editable for Invoices
Logo is concerned that the new invoice format, when they toggle 'Try the New Invoice Experience' will be the permanent format moving forward. Logo likes the older invoice format as they're able to edit the description box for line items.
1 vote -
sales tax
I would like for the selected tax rate to be able to be automatically selected in an invoice. We have missed collecting on taxes because that selection gets forgotten. Or have it selected by customer. Maybe make it a required selection when creating a job.
1 vote -
Profit Tracker Item Descriptions for Imported Items
Wanted: the ability to add descriptions to items pulled from Work Orders and Material Orders in the Profit Tracker to more easily differentiate which items are which.
In the Profit Tracker you can now import work orders and material orders - which is great, but there are some limitations that I am not liking. One of them is that all of the work orders we assign have LABOR listed as the line items for all of our subcontractors - which becomes very confusing in the Profit Tracker when there are more than one sub on a job - if at…
1 vote -
Information hidden on the estimate also hidden on the invoice that was converted
Having invoices that are converted from an estimate reflect the same hidden information such as pricing, quantity, sections totals, etc.
1 vote -
Receive notification and keep log when an estimate has been opened by customer
In the legacy estimates there was a log of each time an estimate had been opened by the receiving party. In the new estimates that is not available
1 vote -
Quick select for Estimates
On same menu bar as Home/ contacts/jobs etc, for estimates/quotes when a customer is requesting a price but there is no confirmation on a job yet and no need to create the file.
1 vote -
Approved estimates to invoices
Once an estimate is approved and we convert it to an invoice don't show the sections that were hidden in the estimate. Whatever was showing in the estimate should show up the same on the invoice.
1 vote -
Estimate Numbers to Show on Estimate
We send multiple estimates to general contractors and estimate numbers are an easily identifiable way to track them rather than a long name.
GIVE AN OPTION TO HAVE ESTIMATE NUMBERS VISIBLE ON THE ESTIMATE. We want to see the estimate number and so do our clients. Right now there is no estimate number anywhere on the estimate, not even in the email headline. We want the option to see the estimate number since that is how we identify which estimate is which1 vote -
Option for Estimates to Sync with QBO upon creation AND be able to edit Estimate numbers MANUALLY
Right now, when we create an estimate in JN it does not automatically sync to QuickBooks until it has been ‘approved’, or the status has been changed to ‘sent’. This is causing an issue because the estimate number is not recording in QuickBooks upon creation of the estimates. If an estimate is then created in QuickBooks either by mistake or for any other valid reason, the estimate numbers become duplicated. When this duplicate estimate number occurs, my JN estimate will no longer transfer to QB because there is a confliction of duplicate estimate numbers.
To top it off, I cannot…
1 vote
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