Financials
543 results found
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Estimate > Add Section > More options for the drop down menu for line items.
When creating sections in an estimate, the drop down menu for "Hide line Items amounts", It not only hides the "Amount" Column but also the "Qty" column. It would be nice to have the option to show the amount of the section total but also show the "Qty" column.
10 votes -
Pictures resized in estimates
NEED pictures to resize. They are too small. If we had the option to make them bigger, we could attach a jpg of the work to be done right on the estimate so everything is in the same place instead of having to make a contract.
10 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.
10 votes -
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…
10 votes -
Remove Sections from Invoice
On legacy invoices "Section" or "Section" total wasn't required, on the new invoice tool it is - our invoices aren't complex enough to need multiple sections or even a section title. We would like to be able to add products without a section/title again, it's an unnecessary extra step impacting our workflow
9 votes -
Ability to text customers the link to sign an estimate
I would like the ability to copy the unique signer link for an estimate or contract directly from JobNimbus so it can be shared with customers through methods other than email, such as text. This would be especially helpful in cases where a customer cannot access their email, ensuring a smoother and more flexible signing experience.
9 votes -
Show Estimate ID on Estimate PDF
We send multiple estimates to general contractors and estimate numbers are an easily identifiable way to track them rather than a long name.
GIVE AN OPTION TO HAVE ESTIMATE NUMBERS VISIBLE ON THE ESTIMATE. We want to see the estimate number and so do our clients. Right now there is no estimate number anywhere on the estimate, not even in the email headline. We want the option to see the estimate number since that is how we identify which estimate is which9 votes -
Auomatically Include Work Oders, Material Orders, Paymets in Budgets
I would like to be able to automatically push work orders, material orders, payments, etc into the budgets so it's not being input twice.
9 votes -
Better JobNimbus Payment Reports
I would like to have access to reporting in JobNimbus Payments where I can differentiate withdrawals with fees instead of an entire lump sum.
9 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.
9 votes -
9 votes
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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
9 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.
9 votes -
Bulk Edit on estimates, invoices, and work orders.
I would like to have the ability to click on multiple line items in an estimate, invoice, or work orders and delete them all at once. Right now we have to manually click on the X to the left of every item. This would save lots of time
9 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.
9 votes -
Enter bills into Profit Tracker
We are currently using the profit tracker. As a bill comes in we currently enter that bill into the Profit Tracker and then Quickbooks. We would love the ability to enter the bill into the profit tracker and have the bill sync automatically to QB. This would be a much more efficient. I believe other CRMs like Acculynx are already doing it this way.
8 votes -
New sales experience - Ability to convert estimates to work orders and material orders
Unlike the legacy format we can no longer convert estimates to work orders and material orders unless they are signed. This is very important for us when we are sending our material or labor lists for subcontractor bidding and supplier pricing prior to presenting our proposals. We tried changing the estimate status to approved, but that doesn't work. Only signed estimates can be converted. We've had to duplicate and edit the estimates to make them look like a WO or MO, and since there are no internal notes available we can't tell what is what looking at the financials screen.
8 votes -
Turn off Credit/Debit card option
In QuickBooks, we have the option to turn off the credit/debit card option for each individual invoice. Can we get that option?
8 votes -
When creating an estimate being able to send an email with the estimate without needing a signature and auto populate to documents tab
Two Ideas for Estimates
1. Being able to send an estimate via email without needing a signature and just the viewing pleasure
2. Having the estimates auto populate into the "Documents" tab of a customer when finished filling out8 votes -
Gross Margin estimating as an option instead of Markup
Hi, can an option be added to use gross margin instead of markup on the products and services? Almost every company I know uses margin instead of markup and it would be great to be able to properly manage and price to this inside of JN instead of having to have a separate spreadsheet for pricing every item.
Almost all of the JobNimbus competitors also use gross profit margin and it is much clearer and less messy process. Thank you for the consideration!
8 votes
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