Financials
523 results found
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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.
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1 vote
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Don't CC NSE estimates
It is pretty confusing when the initial email is CCed to us because we accidentally sign for the customer
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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.
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estimate options auto fill with previous option line items
Would like to see the line items offered in the first estimate option, in secondary options within the same estimate
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Financing Based on Deposit
the ability to show financing options for an assumed deposit. Example being a 30k quote with a 10k deposit, the ability to show what the remaining 20k would be financed
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Marking estimates as signed.
Would like to have the option to limit who can mark estimates as signed without taking away access to create and edit estimates access
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Total & Subtotal - Option to hide from estimate
We use JobNimbus for a lot of insurance jobs and would like the option of hiding the total & subtotal from the estimate
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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.
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Be able to view the margin percentage on an estimate after it is sent to the customer without having to edit said estimate.
Currently after an estimate is sent to a customer to sign the only way to say margin percentages, markups, or information similar is to edit that estimate which makes it invalid for the customer, or duplicate the estimate and go into edit that one.
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"Change Order" Update Fully Signed Estimate
Would like to update an already approved estimate to add additional job costs and have an automation where a change order email sends to the customer requesting the additional payment
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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.
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Able to not send an estimate via email when signing
We just use paper estimates
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Keep Hidden Sections Hidden when Converting Estimates
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.
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1 vote
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1 vote
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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…
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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 -
Customize layout of NSE Estimate Details Page
Would like the ability add and arrange columns on NSE Estimate Details
1 vote
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