Financials
534 results found
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Commission Visibility
We would like commissions in the Profit Tracker to be visible only to the assigned Sales Representative and Admin, while all other assigned team members can view the Profit Tracker without seeing commission amounts.
1 vote -
Date Signed field should be completed when signed
Date Signed field should be completed when signed
In legacy estimates there used to be a field called Date signed that was filled when the document was esigned, but that has been abandoned since the sumo quote integration. Now there is no way to expose the actual date that a job is sold. This is extremely frustrating and I have asked in a variety of different ways so I am spamming user voice in every related place. I am tired of making workarounds and exporting information to an external server so I can filter out my data. The field exists,…
1 vote -
Void Expired Estimate
I would love the option to have an estimate automatically voided when a job is moved to lost sales, or at least be able to set up an automation that voids estimates if xyz requirements are met. We have had situations where a customer signed an old contract instead of the updated pricing estimate months later by finding the email and getting the new link sent to her and being able to sign. It was a repair that went through before we noticed but it was 8 months apart from their new estimate and therefore a major pricing increase that…
1 vote -
Deactivate or Hide Estimates
It would be amazing if there was a way to either hide or deactivate an estimate instead of completely deleting them. Especially now with all the JobNimbus updates. Another reason for this is if we want to try a new concept or strategy, we can turn off the old estimate templates or layouts to try the new ones.
1 vote -
WO Sidebar
Implement the same 'sidebar' functionality that the new job boards have where you can click on a job card and preview/make edits without having to leave the board.
1 vote -
Default Internal Note on Estimate Templates
Would it be possible to include a default internal note when we design estimate layouts? On certain types, I'd like to include things like "Inspection Report", "Emergency Services", or "Insurance Contingency Agreement" so when we look at all the estimates on a job, it makes it a little bit easier on our team.
1 vote -
JNP Refunds Sync with Financials in Job
Refunds made through JobNimbus Payments currently do not communicate back into JobNimbus. There is not a 2 way sync with this situation. We would love if the refund made in JNP came through to the payments and carried over to the invoice to make our process more streamlined and clear.
1 vote -
custom page
Provide the opportunity to add company logo and the ability to include graphical design elements to a custom page using the "Text Page " Page type.. The low hanging fruit would be the company logo as an insert token option. or the ability paste an image into the page.
1 vote -
1 vote
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1 vote
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Make all tiles removable
There are two tiles at the top of profit tracker that cannot be removed from permanent view. Allow us to move all of them off the top.
1 vote -
Actual profit margin after commissions
Need a tile at the top for actual profit margin after commission - the current actual profit margin calculates the percentage only before commissions are taken out
1 vote -
Company info on NSE Estimates Cover Page
In the Legacy Estimates, there was a way to put company info onto the estimate at the top. We could make it reference the actual data in our account, so it wouldn't need to be updated on the layout if we updated it in the company info. However, with the NSE cover page, we cannot do that. It would be great if we could get some fields for that or, even better, a way to get it to reference account data and do it so we wouldn't even need to update the layout directly later if the info changed in…
1 vote -
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 -
1 vote
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Be able to add products from different suppliers on an estimate
We would like to have the option to select products from on an estimate. We would like to have cheaper/premium options from different suppliers in the good, better, best options on an estimate.
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 -
NSE - Add a Commission Percentage to the Estimate
Would like the ability to have a section on the NSE Estimate to have a commission percentage.
1 vote
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