Financials
283 results found
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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 -
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 -
7 votes
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Be able to record commission overrides
Setup budget feature to track override commissions. There should be a separate configuration in the system for sales managers to designate an override amount so whenever anyone from their team gets a deal, they get a percentage.
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 -
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 -
Create Partial Invoices from Estimate
Create partial invoices from estimate to later combine and create a final invoice. All invoices will be sent to the contact.
7 votes -
Add discounts field to estimate and/or invoice
Being able to add % discount as a field or drop would help the sales team be able to function better in the house.
7 votes -
Add an option to show line totals on work orders
Add an option to show line totals on work orders
7 votes -
Automatically change Work Order Status when Emailed
Automatically change the status of a Work Order statues to "In progress" when emailed.
7 votes -
Ability to combine several templates on to one estimate.
Ability to combine several templates on to one estimate.
7 votes -
Quicker Estimates Tax Selecting
An easier or quicker way to enter/select the tax city/amount? On a large quote, you have to click the drop down, then scroll down and select the city. possibly allow it to automatically populate with the same as all others and if you don't want a tax amount, allow just a section option within each estimate. Just possible suggestions.
7 votes -
Budget Categories
Within a singular budget, there should be more categorical breakdowns in addition to Labor.
For example -- material category, labor category, overhead category. That way I can run an accurate report on Commissions paid/ unpaid, labor paid/unpaid, material purchased.6 votes -
Printable signature lines for estimates or contracts
It would be great if the signature template field added a signature line to the estimate or document like a contract, that way the document could be printed and signed in person.
6 votes
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