Financials
52 results found
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Custom Estimate Fields
You have custom work order fields and custom invoice fields but not custom estimate fields. It would be great to have them available on the estimate and then be able to have the option to carry that info to the work order and then to the invoice. There are things that you need to capture on an estimate and be able make them mandatory. It isn't practical to use the custom contact or custom job fields to enter the info because the info may not be known at the time of entering the contact and job info. In the gutter…
9 votes -
Create Material Order from portions of Estimate
I would like to be able to select individual line items on an estimate then create a Material Order from the selection. Currently you have to either create them all by hand or covert Estimate to a Material Order, then edit all the items not destined for a particular vendor. It's a real pain when you have multiple vendors to order from for a big estimate.
8 votes -
Late fee after no payment by a certain date
Please have a way to add a late fee after payment isnt made by certain date
7 votes -
Combining existing estimates, invoices, material orders, financial records
I would like to be able to have the ability to combine something like two estimates together, or two invoices together. Basically be able to merge financial records for each type
6 votes -
the ability to modify column size on estimate and invoice templates
Currently, lots of space is wasted on estimate forms because you cannot modify the item column. It takes up too much space; making an otherwise one page estimate into a two page estimate. I don't like it.
6 votes -
More Control Over Estimate Status Sync to QuickBooks
We often have jobs with multiple revisions of a quote and multiple estimates. When this is synced with Quickbooks, it pulls over ALL estimates regardless of their status. Could we have the "denied" estimates either NOT sync with Quickbooks or at least sync to the inactive estimate status within quickbooks?
Otherwise, we have to sort through them manually to determine which is the correct estimate to bill from etc.
6 votes -
Ability to combine several templates on to one estimate.
Ability to combine several templates on to one estimate.
5 votes -
Automatic Recurring Invoicing
The ability to invoice clients automatically on a set date once a month. That way your company can have a steady cash flow, and so can your employees.
5 votes -
Assign a supplier and email a material order through the JobNimbus app.
Add supplier to material order and email material order to supplier directly through the app, not outside email.
3 votes -
Make Estimates have exact same Invoice/ Work Order/ Material Order Number
Make it a sticky feature, that whatever estimate number is generated it claims the ability to use the same Invoice/Work Order/ Material Order Number automatically
3 votes -
Deposits/Installments Based on Percentage
When you create an invoice and accept a payment from the customer, you currently need to put in a dollar amount.
It would be nice to have an option to use a percentage of the total for the deposit/installment.
3 votes -
Hide the "Item" Column on Estimate Templates
I'd like the ability to not have the item name visible on an estimate sent to the customer.
2 votes
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