Financials
407 results found
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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 -
Mark up on Estimates
Ability to use the mark up function on estimate similar to how set up on Sumo Quote in the New sales experience.
1 vote -
Different waist factors for different items
We like to have different waist factors for different products like shingles have 1 factor but flashings have another factor. It would be great to have the option to use different factors for every item
1 vote -
Disable Partial Payments on Invoices
Be able to turn off the ability to pay partially
1 vote -
Sumo Quote contracts need to be IHCA compliant in verbage
Our attorney states that if yor contract is not IHCA compliant in verbage, it will not hold up under legal scrutiny. Is the Sumo quote compliant to this fact?
1 vote -
New Payment screen causes more work
The new payment screen requires you to enter payment amount twice. Why add work and possible mistakes? Please make it where you only enter once
1 vote -
embed legend to invoice
Want to embed a legend inside the invoices so we do not have to add it manually each time.
1 vote -
Labor Cost in addition to Job Cost on work order
On work orders, when editing it breaks out labor costs as well as material cost, but when you save it it lumps it all together and you cannot see them separately without going back into edit the work order. It would be very nice for us to be able to save the work order with just labor cost on it, so we can send our subcontractors out into the field with a pay sheet, so they know what the pay is (based on the products and services labor cost) on the job before work has started.
1 vote -
Layout Example - Gutters
It would be nice to have an example layout added into the new sales experience that shows a Gutter estimate/layout
1 vote -
Can not edit estimate templates in new estimate feature.
I can not edit an estimate template in the new estimates.
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JN Payments = Major Reconciliation Hassle in Quickbooks
There are two levels to this issue. We have down payments via JN enabled, which is the source of all the frustration. First, JN payments does a poor job of reporting the amount the customer was actually trying to pay us. Between ACH (we pay the fee) and credit cards (customer pays the fee) it has been very difficult for me to figure out the amount the customer was intending to pay. It should very clearly state the amount the customer is paying us, any fees WE are paying, and to a lesser extent any fees the CUSTOMER is paying.…
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1 vote
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Invoice template to choose if I actually want a "New Section" added or add a standard line item
Invoice template to choose if I actually want a "New Section" added or add a standard line item.
The old format let you select one date for both date of and date due.
The new format is impossible to see everything that will appear on the invoice until you save it.
1 vote -
Need commissions to auto populate so they don't need to be assigned. Also, need the ability to have a manager override commission applied.
Currently, the sales rep is assigned a job, but the system doesn't automatically apply the desired commission structure. This is a very basic feature. Commissions should not have to manually be applied to each job for a sales rep. Furthermore, there should be a feature to enter a manager override commission so that a second commission would automatically be applied to jobs for a particular manager. This could be done by creating a team and applying the override to the members of the team.
1 vote -
Correct Estimate Total
On the boards section and insights, we use SumoQuote for our quoting software, which pulls into Nimbus. I would like to see that estimated total be used, not just approved estimates.
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1 vote
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Calendar display options similar to job cards on boards
For more efficient job scheduling, it would be helpful if I could see financials displayed on the calendar or pick what I want displayed on the calendar like I can with job cards on boards. For example, we have a sales goal each day we try to schedule to, so it would be helpful if I could see recent invoices/estimates displayed on the calendar. Currently I have a job board list for "scheduled jobs" with financials displaying on the job cards. It would be much easier to schedule jobs if I could see financials on the calendar. It would also…
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Import estimates into sumoquote
It would be great to be able to import Legacy estimates into the SumoQuote format. Currently you can do that with the "Proposals".
This would give greater flexibility to the SumoQuote functionality and would serve as a way to also capture the costs (labor, materials, markup, and margin) associated with that SumoQuote. Currently we have to create the estimate in 2 different places in order to get that information.
The SumoQuote function is fantastic...just needs some tweaks. This one is a pretty big functionality though.
(Will put this separately, but we need to be able to convert a SumoQuote to…
1 vote -
Pass ACH Fees to customer
Pass ACH Fees to customer just the same as the Credit Cards Fee gets passed on to Customer.
1 vote
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