Financials
398 results found
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Ability to attach EagleViews or Scope Reports to Work Orders
I see the awesome new feature that allows us to attach photos to work orders or material orders.
This would be great if it could extend to other documents in attachments. For instance; if we could attach the Eagle View along with the Roof Labor Order, it would be more efficient on our end!
I have seen that this idea has been "completed" but it only allows attachment of photos onto labor/material orders for me.....Does our version of Nimbus not support the new function?
20 votes -
Completely Customize Work Order Templates
While I've been able to customize the work orders to some degree, there are a few things that I would like to adjust and can't. Complete customization would be great!
20 votesWhat specifically would you like to customize?
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Add Cost, Price, Totals to Work and Material Order Tools
Create a new checkbox for the top administrative portion when creating Work Order and Material Order templates. This would be "Cost" (what the manufacturer charges, per line item), and would be accompanied by a total Cost at the bottom, per quantity.
20 votes -
Update Estimate (NSE) Cover Page
Add ability to update company info in the New Sales Experience. Changes to company phone number and email addresses do not sync to NSE.
19 votes -
Duplicate Work Orders
I would like to be able to duplicate work orders like we can duplicate estimates. This will allow me to take a work order that our sales rep creates and duplicate it and edit it without loosing the original.
19 votes -
More customizable Templates
I would like to be able to build a static template for our site visits that would populate from JN. I would like to be able to format it similar to the estimate form (with the different text boxes), but I can't manipulate all those areas and when I try to build a 'Document Template, there is no way to create those text boxes like the ones in the estimate template. it's frustrating because it's a simple word feature under the Developer tab, but I have to pay some other app to be able to do it here in JN.…
19 votes -
Print preview when creating new templates
When creating new templates the only way to make sure the document creator is properly set up you have to create an actual document and view it in PDF mode which is a bit cumbersome.
A way to quickly print preview without having to recreate a document each time would be nice to save time when setting up new docs or modifying existing ones....
19 votesDefinitely something that will be coming!
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Add unit of measure to Estimate Details in the Estimate Layout
Unable to show both quantity and unit of measure on an estimate layout for the estimate details page. Also, no control over what quantity is showing... measurement or order quantity. Example, I estimate 20SQ in asphalt shingles and include a formula in the order calculation translating SQ to bundles. Bundles are what are showing as quantity in the Estimate Layout/Estimate Details pages.So, in summary, can only show a quantity and the quantity is not translatable to the homeowner who may be comparing multiple bids and looking to see if quantities are similar across contractors.
18 votes -
Custom Totals in estimates
Currently entering in line items and prices it adds up a total on the lower right. At times, we may not want to add prices to line items and just input a custom grand total. It would be nice to not have to input prices in the line items, or sections totals, and just be able to type a grand total into the sub total and total at the bottom of the estimate.
18 votes -
Easier way to add line items between other line items
Have you tried dragging and dropping a new item near the top of the page on a large 30 line or more estimate? It's tedious, and amazingly time consuming, especially since the browser doesn't auto scroll up and follow the dragged item with the cursor. When moving an item above the fold you have to drag it, then drop it, then scroll up, then drag it then drop it, then scroll up. It's like carrying a 100 lb gorilla that is too heavy to carry. So you have to keep setting him down take a breather then carry him again…
18 votesSorry you’ve had difficulties with this! We already have ideas formulating for improving this experience. We’ll do what we can to release those ideas when they’re ready!
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The ability to add an internal note to budgets.
The ability to add an internal note to budgets.
17 votes -
Ability to hide line item price and still show section totals.
On estimates, it would be great to have the ability to hide the price of line items and still show section totals without revealing the price of the item. Currently you can remove the Show Amount Column in template settings but then it won't show section totals even when the check box for show section totals is turned on in the template.
17 votes -
Change Material Order Status
Would like to manually change the status of a material order like you can an estimate.
17 votes -
Multiple Budget Templates
Would like to have multiple budget templates available. This should be an easy thing to code and will allow us to have different people on different compensation models.
17 votes -
More control of editing estimate templates
I am trying to edit an estimate template and would like to edit the name of it to reflect what I am using it for but can only edit items. Also, would be nice to be able to duplicate a template as I can use various template versions of exterior door install, include paint/stain, install trim or not, etc etc
17 votes -
Need an option on budget commissions for percent of net profit
Need an option on budget commissions for percent of net profit as this will help paying sales reps with Company overhead taken out of equation not affecting gross profit margins
16 votes -
Budget automation
Can the budget section be automated. Where it takes the totals of the estimate/invoice, commissions, work orders and material orders automatically. SO when ever you add a new work order or material order it updates the budget totals.....?
16 votes -
estimate templates
We need to be able to create estimate templates in SETTINGS and not at the job level. I just spent hours creating an estimate template and mistakenly clicked out of it before saving it as a template and now I have to redo the entire **** thing. So frustrating. Why is this at the job level and not the global level? Why can't we turn an estimate into a template? This seems like such a simple thing.
16 votes -
Ability to duplicate estimates and save under a different job
It should be a no brainier but it's impossible! I have multiple jobs that I need to create a similar estimate for. I don't want to create an estimate template. I just want to duplicate the estimate and assign to a different job.
16 votes -
Warn About Unsaved Changes when editing invoices
Several times now I have backspaced while creating an invoice and lost all the items I had entered because it went back to the previous page. It would be nice if there was a warning asking if you want to leave the page with unsaved items.
16 votes
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