Financials
222 results found
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Section total at the bottom of the section
Currently when we put a new section on the estimate it shows the total for that section at the top. I would like the option to show the section total at the bottom of the section.
8 votes -
Estimate Status change from draft to sent; then sent to approved automatically.
The system will not automatically change to sent if you request a signer, and it will not automatically change to approved once the signature status is fully signed.
8 votes -
Delivery Date for Material Orders
Would like to be able to track Delivery Date on Material Orders and see that able to be referenced in our templates, reports and automationsfor related records as well.
8 votes -
a link back to the customer's financial page when viewing their estimates, invoices, ect...
When reviewing multiple estimates for the same customer, it would be handy to be able to return quickly back to the customer financial page, and not have to go through the run around of going to their main contact page.
8 votes -
Grouped line items in sections (for totals) and ability to duplicate/delete sections
Ability for line items to be grouped by sections, those sections have cost totals per section (have option to display section totals or line totals on templates), and the ability to have those sections duplicated/deleted for more efficient estimate/invoice building.
8 votes -
When an estimate is sent, why doesn't the status automatically update to sent?
When I send an email and attach the estimate, the system should recognize that it was sent. Perhaps by a "viewed" trigger, since the system is capable of displaying read receipts.
8 votes -
Credit to be allocated against invoice to reflect refund
Create credit memo that is allocated against the invoice to reflect refund.
8 votes -
Overdue Invoices
It would be helpful if instead of days in status, once a due date passes it tells you how many days overdue the invoice is.
8 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 -
the ability to copy existing saved estimate and work order templates.
Creating a new template is pretty easy. That said, we have created some fairly complex templates and would like to build new templates off those that have been saved rather than starting from scratch. Basically, we need a 'save as' option when we edit an existing saved template.
8 votes -
Void Stamp on Voided Invoices
I would like it to say "Void" at the top of an invoice when voided, just like it says "Paid" when paid. That would surely help us decipher if just glancing at thumbnails when trying to attach documents to emails, or really just in general it would be nice for reference later.
7 votes -
Edit invoice layout
Add ability to edit invoice layout to better accommodate longer invoices and prevent payment options from being cut off.
7 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 -
Status option for budgets
To have a status option for budgets, like you do for an estimate/invoice. This way I can accurately determine what gross and net margins are, if there are jobs in the budget where costs have not been entered yet, because projects are not completed. The only way I can accurately get my margins correct is for me to filter by a completed job.
7 votes -
Rounding in Estimates / Invoices
It would be great to be able to have line items round to the nearest dollar or $5 increment. OR have the ability to have Sections round to the nearest dollar increment that is chosen in settings.
7 votes -
Amount Option on Work Order Template
Work order template amount option would be amazing our crews always ask for it. Please Please add this option like you have in estimates to where each line item can total out. Thank you
7 votes -
Progress invoicing
We often bill jobs based on a percent of work completed OR based on certain items being completed. If we have a $12,000 job, we will bill a $4k deposit, a 4k progress invoice and $4k on final. Alternatively, we might have 20,000 Sq. Ft. of work to do but it's being completed in phases. So we might bill out 60% of the work as a progress invoice and bill the remaining work upon completion.
It would also be extremely beneficial to allow change orders to be added as a new "section" on the estimate and allow this to flow…
7 votes -
Negative Payments
the ability to record negative payments for when something during a job goes wrong (for example) and a portion of the amount paid by the customer is refunded to them. A credit memo does not work, as it does not update the amount originally paid by the customer, per the total on the "payments" tab.
7 votes -
Autosave Estimates
There should be an autosave option while creating the estimates. I'm not sure how this isn't a thing already, but think it would be very beneficial to the sales reps. We have had times they were working on an estimate, we lose internet or job nimbus goes down and it completely wipes the entire estimate they were doing and they have to start over again. Just something to take into consideration, more comforting and less time consuming. I believe an autosave just like Microsoft Word/Excel etc. have every 10 minutes is a great addition to job nimbus and should be…
7 votes -
Change Order Template
A change order template similar to Work orders and Material Orders with all the same automations.
Possibly ability to send for a signature? Maybe by attaching to a document?
7 votes
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