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Financials

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408 results found

  1. Send email with multiple attachments that can be signed

    Create email using a template then add an estimate and other documents that need to be signed. Currently 3 separate processes. Send an email, send an estimate with out the verbiage you need in body of email. The crest document and send that to be signed

    4 votes

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  2. Hold Smart Invoices

    When creating a smart estimate template, it takes a lot of time. It also may take a lot of people to collaborate. I would like to save an unfinished smart estimate template. At this time I can only save it if everything has been filled out. If I run out of time, or need to take care of something that suddenly comes up, I will lose all of my effort.
    I suggest adding a "Save and Finish Later" button to the template so that all my work is not lost if I do not have the time to finish everything.

    4 votes

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  3. Custom Status for Financial Documents (Estimates, Work Orders, etc)

    Would really like to have the ability to create custom statuses (maybe even rename some existing) for Estimates. Lots of different use cases I'll list a few more critical for our operations.

    • The ability to have an "on hold" or "future re-bid" type status for an estimate that needs to be followed-up on in the future.
    • The ability to have an "options" or "not selected" type status for when we present multiple bids (good, better, best) or multiple phases (broken into individual estimates) to a customer and they select one, but we don't want to mark the others as denied…
    4 votes

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  4. Have Totals for Multiple Budgets

    I have multiple budgets for some jobs and want to be able to see the total at the bottom when viewing the list of budgets on the Financials tab

    4 votes

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  5. Require color selections for customer approval

    Require color selections for customer approval

    4 votes

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  6. Page breaks on estimates or invoices

    Right now if there are too many items or long item descriptions on an estimate or invoice then the page break cuts off some of the information and makes it difficult for contacts to read. We need that ability to insert page breaks to avoid this.

    4 votes

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  7. Material Tax on Budgets

    Would like to include material tax on budgets

    4 votes

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  8. 4 votes

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    0 comments  ·  Payments  ·  Admin →
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  9. Custom field pulls from estimate totals

    Can there be a custom contact field that pulls from estimate and invoice totals (subtotal, section total, etc.)?

    4 votes

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  10. Accepting Down payments on jobs (Accrual basis of accounting)

    Has anyone found a good work around for accepting down payments for jobs that will not start for at least 4-6 weeks. We are on the accrual basis of accounting and currently JobNimbus has us doing an invoice for the down payment then posting a payment against that invoice. This invoice transfers to Quickbooks as unearned revenue which is where it's supposed to go. W

    Weeks later, when we start the job, we convert the estimate to an invoice when recognize the income. The problem is the people are getting confused as to what to tell the client they need…

    4 votes

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    Started  ·  1 comment  ·  Payments  ·  Admin →
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  11. Temporary Products

    The ability to add products in estimates/invoices without saving the products permanently.

    4 votes

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  12. Remove Subtotal and Total from Estimates

    It would be great if estimate templates were more customizable so that we can remove total/subtotal from estimates when necessary.

    4 votes

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  13. Expense Log/Tracker for jobs

    I would like to be able to have an expense log/tracker built in JobNimbus where I can store all other expenses (ie gas, mileage, etc) that don't really count as items on a material/work order.

    4 votes

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    1 comment  ·  Admin →
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  14. Add digits after decimal on price.

    Needs the digits on pricing to be more than just the two digits after the decimal point for insurance purposes.

    4 votes

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  15. Adding an an additional template box to an estimate or document

    customer note section to be larger or add another template box to include contract veribage directly on an estimate or document or
    Adding another template note box to include contract verbiage on a document or estimate

    4 votes

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  16. Workorder Signatures

    Melissa would like the ability to add a signature to workorders and documents just like the estimate feature that just rolled out

    4 votes

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    0 comments  ·  Work Orders  ·  Admin →
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  17. Save Feature

    I'd like to have the option to SAVE my documents/ estimates/ invoices while I'm working on them (without it closing on me); Sometimes they are quite long and I've accidentally closed the screen after spending a long time on entering information. The only option is to save and close now

    4 votes

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  18. Built in calculator on estimates & invoices

    I would like to be able to add, subtract, multiply, and divide in the price box when creating an estimate or invoice.

    4 votes

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  19. Show which document is related when converting

    Would like to see the Work Orders reference which estimate they were converted from for instances where there are multiple estimates and multiple work orders

    4 votes

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    1 comment  ·  Work Orders  ·  Admin →
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  20. Percentage Rate Viewing Budgets

    It would be incredibly beneficial to be able to have the percentage rates visible on my budgets outside of the editing view. It makes it difficult to have to select edit any time we want to know what the specific percentage rate is on a line item.

    4 votes

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