Financials
523 results found
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Add Supplier Information / Material Order Fields to Material Orders
Unable to add custom fields or which supplier I am using to the Material Order
36 votesThanks for the suggestion!
In the meantime, you should be able to create custom Contact fields (or Job fields if you have Jobs enabled) for “Supplier” and other fields you want to appear on the Material Order and then have them inserted into the Material Order templates upon creation.
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Expired Links: Should not Resend Emails for Signed Estimates
The new feature that resends estimates if the expired link is clicked on should be updated such that it does not resend if the estimate has been signed.
32 votes -
Font Customization on Estimates
I would like to be able to bold, add color, italicize, underline, and change size of the text on products and other pages.
30 votes -
Estimate Section Templates
We have very detailed and exhaustive estimate templates built that save us a lot of time creating our estimates. However, sometimes we want to create a separate section in the estimate for a different type of work, etc. It would be great if we could load another template in under that section heading, but as it is now, we just have to build it line by line from that point on.
30 votes -
Ability to add signature line to estimate template (with page breaks!)
We send out a LOT of estimates every year, so it would be extremely cumbersome to generate a new document each time someone approves an estimate in order to create a contract. Instead, we add our contract language to every proposal and have signature lines at the bottom. In most cases, this runs onto two or more pages so we include the estimate number for easy reference below the signature.
That said, we need the customers to be able to esign!! Can we please add this functionality to estimates? It would be extremely helpful to also add pagebreaks to help…
30 votes -
Print or Export Budgets
I think this may be my third time posting about this. I'm just confused as to why this doesn't exist when the feature is already present in Job Nimbus.
Budgets, currently as they stand, have no ability to be Printed or to be exported as a CSV (The Budget Report that would only show you the Totals and Profit of each budget is not an answer to this.)
Every other Financial Document (Invoice, Credit Memo, Material Order, Estimate) can all be printed out in PDF format, but Budgets do not have this feature. But personally I would prefer it if…
29 votes -
Work Order design for sub contractors - contact info, signatures, etc.
We use our Work Order's as the contract with the SubContractors with terms and conditions for their scope of work. Having a contractor digital signature line would make that easier.
29 votesWe’ll have something to announce for this coming soon. Stay tuned!
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Optional Sections from within Good, Better, Best
The software we're transitioning from is a lot more basic than JobNimbus, but it already has this so it's disappointing that JobNimbus doesn't. Basically, have the customer be able to select what sections of the estimate they would like and this would determine their total estimate price (for good better best estimates for example or multi-trade estimates). Just have a checkbox for them to select by each section. This could easily allow upselling and cross selling without making the estimate a mess that then later has to be commented on by the customer, edited, and resent.
28 votes -
Invoices/Payments Reflecting Overpayment
Invoice amount is for $200-, customer over pays say $225- it just marks the invoice paid, it shows the credit down below in the invoice payment section. We'd like the invoice to show a negative number until we enter a credit memo to reflect us reimbursing the customer or accepting the over payment for transparency sake.
28 votes -
More Customizable Form in Financial Tab
It would be nice if there was a more customizable form in the finances
section for each job. I would like to be able to make a "Cap Sheet" for each job for the salesmen's commissions. I can almost do this with the Budget form but want to be able to subtract out any advances or draws on the same form. For example:Bills
ABC Supply: $3000
Labor- roof : $2000
Home Depot: $50
Total $5050Job Total: $12000
Job Cost 1200
Job Expense(bills) 5050
Profit 5750
Commision 2875
4% draw ($480)
Draw/Advances ($500)
Commision Due 189527 votes -
Recurring Payments w/ Customer Payment Database
Functionality for recurring payments/saving customer payment information in JobNimbus
26 votes -
Revise Quotes and add revision number
It would be great if we had an option to create a revised quote from an existing quote. Numbered like this original # 1000 revised # 1000-2. That way we could keep the original. I've had to revise quotes a number of times and a couple of times I had to revert back to original.
25 votes -
Discount Abilities for ACH Transactions
I would like to be able to provide a discount when customers use ACH to pay for their invoice.
24 votes -
ability to attach pdf to work order
Would like to be able to attach pdf's to Work Orders (currently can only attach photos). I have to either retype the entire scope into the work order or follow up every Work Order with an email attaching the scope. Sad face for the double work.
24 votes -
Deposit Required Line for Estimates
Is there a way to add a Deposit Value on quotes.
So the sums total would look like this.
Quote Price $10,000.00
TAX $500.00
Sub Total $10,500.00
Deposit Required $5,000.00
Balance Due on Completion $5,500.0024 votesThere isn’t a way to require a deposit at this time on the estimate, but you can add it as a line item and that will help in the meantime until we have more native support of this feature.
We’ll keep you posted!
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Page Breaks for template
The ability to insert a page break into a template. We have several templates that require a break. My boss is extremely frustrated.
23 votesWhich templates are you wanting to add a page break to?
On certain forms, like an estimate, it seems like the page breaks would need to be conditional based on the number of line items, which would be quite tricky.
Thanks,
Aaron -
Add Photos to Line Items in NSE Estimates
The ability to include uploaded photos into an estimate.
22 votes -
22 votes
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Dates on Split payments. Leave the blank or modify later.
It would be great if we could create a split invoice without the need to enter a payment date for each percentage.
21 votes -
Sections that group line items together
I think it would be immensely helpful for sections to group the line items together. Doing this would open up a whole list of possibilities, including:
-moving whole sections together instead of one line item at a time
-mass deletion of sections
-adding line items to specific sections
-creating work orders off of individual sections
-creating "pre-made sections" to add to estimatesDoing sections like this would solve a lot of issues my company has and covers some issues other posters have pointed out as well. Specifically, this would allow a more building-block way of making estimates so we could…
21 votes
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