Financials
346 results found
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Smart estimate adding text for contract
Please add a way to add contract language/verbiage to the smart estimate
5 votes -
5 votes
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Remove material order number from template
It would be great if material order templates were more customizable so that we can remove the material order number from the template, for example.
5 votes -
Hyperlink on estimates that opens the Streetview or Google Maps page for that address
Hyperlink on estimates that opens the Streetview or Google Maps page for that address
5 votes -
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.
5 votes -
Email Subject Line Override on Financial Documents
The ability to have the email subject line populate instead of the default when sending an email from the financial documents directly.
5 votes -
Custom field pulls from estimate totals
Can there be a custom contact field that pulls from estimate and invoice totals (subtotal, section total, etc.)?
5 votes -
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…
5 votes -
Temporary Products
The ability to add products in estimates/invoices without saving the products permanently.
5 votes -
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.
5 votes -
Checkbox for Completing Work Orders
It would be very helpful to have a quick way to mark Work Orders completed, instead of "3 dots, Change Status, darn my mouse went too far...start over. 3 dots, darn...start over... 3 dots, gonna get it this time, Change Status, Completed. Wait until it processes. Move to the next one..."
If we could check a box, like Tasks, that would be great. Yes, I know, Tasks are simpler and Work Orders are more complicated, but in the settings when we go through the Workflow options, we could just have an option for which status the check box corresponds to.…
5 votes -
Invoice fields should be available as template fields
We would like to use the fields from invoices on a document template: Item, Description and Qty, because these are exactly the products that are being transported, and already exist as data.
5 votes -
Easier to Include Company as Default Signer on NSE Estimates
In legacy estimates, we could easily add a company representative to sign the contracts. My attorney tells me our contracts are not valid unless both parties sign. Please make it easy to add the sales rep or company owner, etc, to the list of signers, with the ability to sign from within JN. Even better would be if the company representative can automatically have their signatures added to the contracts.
4 votes -
Customize the Estimate Detail Page
It would be great if we could customize the estimate detail pages with things like logos or designs. Even a basic PDF page that acts as the background for the line items would be good. That way when we customize the pages we could make them all uniform. This would go for other pages to like the Auth page.
4 votes -
Custom Page with Photo Attachments in NSE
Currently the only way to attach photos to NSE estimates is via the inspection page. Would be great if we could add them on a custom page as well, like how we can add pdfs to additional pages.
4 votes -
Add "Roof Load" to Delivery Options on Material Orders (QXO/Beacon)
Most of our jobs (around 90%) require materials to be loaded directly onto the roof. Currently, the Shipping Method dropdown only includes “PICKUP” and “GROUND DROP.” We're forced to manually type "Please ROOFLOAD" into the Note to Supplier field, which risks being forgotten and could result in incorrect delivery.
We’d like “ROOF LOAD” added as a selectable Shipping Method so it can be consistently applied and communicated to suppliers. This option is already available when ordering through QXO, so we hope it can be added similarly in JobNimbus.
4 votes -
CC email feature for web version. As of now only the mobile version features Carbon Copying.
Currently only the mobile version allows you to CC multiple email addresses to the email.
Web version should allow you to carbon copy as well.4 votes -
Collect Interest on Past-Due Invoices
Wants an ability to enable interest charges on past due invoices
4 votes -
Feedback on New Invoicing
With the new process spreading the financial documents out and requiring scrolling to be able to view everything (notes and line items together), and the legacy process allowing everything to be seen at once, doesn’t the new way seem counterproductive since you have to go back and forth…and less efficient since more time is spent scrolling back and forth making sure everything is notated correctly corresponding with the line items?
4 votes -
New Sales Experience Introduction Page
Introduction page should have on it the sales person's name, the phone number should have parenthesis and/or a dash in the appropriate places and the company's contact information. Also, the company contact information would be nice to see.
4 votes
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