Financials
408 results found
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Taxes on Work Orders
It would be beneficial to be able to include taxes on the work orders as it is on the other financial document templates.
4 votes -
Add an option to create custom design templates for financial documents such as Material Orders, etc.
Add an option to create custom design templates for things like Material Orders, etc.
4 votes -
Email template field for remaining amount due on invoice
To have a email template field that would show the amount remaining due on the invoice.
4 votes -
budget price automated from invoice total
have a click box next to the total amount in the invoice to set it as the budget price.
4 votes -
💡Display Engage Texts in the Contact/Job Activity Feed💡
It would be awesome if you could quickly see the text conversation natively in the Contact or Job (both preferably) without leaving the Job. Sending messages is still fine going to Engage but for our users that are not "Assigned" the conversation, it's very difficult to navigate to the Engage thread. Even just adding Search for Job Name or Customer Name would help.
You can currently view outgoing Automated Texts in the Activity Feed using the Activity Drop Down menu to "Text Messages" but that does not include any manual sent/received texts.
Potential solution? Duplicate the incoming/outgoing texts into the…
3 votes -
🪲Bug/Issue with Markup calculation in Reports🪲
I've stumbled across a bug where the markup calculation isn't able to generate because "Cost" and "Total/Revenue" are equal, despite cost being different in the estimate. After some research, the common denominator appears to be single line estimates where the Product has a UOM of "Item"
3 votes -
Separate Line Items on Estimate in Proposal
When adding an estimate to a Proposal, the estimate line items are not separated by lines or bullet points on the Proposal. I would like to have it reflect within the Proposal the same way that it does on the estimate itself, with the lines between each item.
3 votes -
Store Credit Card Information
The ability to store credit card information
3 votes -
Payment status options
Option to change payments to void or returned if they fail for any reason. Almost like an activity log for payments where even if payments bounced for any reason, you can see they've attempted to pay in the past and maybe even see if it's a recurrent issue with them.
3 votes -
Auto assign sales rep to new work orders
Ability to make new work orders auto assign to the sales rep rather than the assignee. Our leads come from SalesRabbit and only assign the sales rep. This causes confusion when someone else makes the work order and it doesn't auto assign the sales rep to the work order
3 votes -
JobNimbus Payments: Separate charge for ACH fee
There should be a separately charged fee for ACH payments processed through JN Payments. We just started using the new payments system and it is really messing up our accounting by pulling the fee directly out of the invoiced amount.
Example) Invoice for $2,600 --> $13 fee charged to us --> $ Received payment of $2,587
Our quick workaround has been to alter the total invoice amount to the amount, post fee, so our synced payments can be tied to a specific job during our accounting/reconciliation. This will get exceedingly annoying if we keep using this payments system.
3 votes -
Smart Estimates Upgrade
It would be so much quicker if each item had its own formula for calculating material. For that, a "measurements" tab would allow to enter all measurements for a job, then when creating an estimate, each item could be easily calculated using their own formulas and the measurements provided. The way it works right now is cumbersome, and it does not integrate with my saved estimate templates. When a similar material item has different coverage (one would cover 20' and the other would cover 33') I need to create a whole new smart estimate to account for that small change.
3 votes -
Organized Products & Services List when adding items to Financials
Products & Services dropdown list when adding items to financials should be alphabetical, or at least organized in the same way every time.
3 votes -
Accept/Apply payment to multiple invoices on Mobile
I'd like to be able to apply a payment to more than one invoice or split the payment between multiple invoices.
3 votes -
back to financials page
From an estimate or invoice I want to be able to go back to financials page instead of having to route back through the job or to the board.
I want the same thing from the Work orders page.
3 votes -
Show Payment Reference on Invoice
When I enter a payment reference or deposit reference number, I would like this information to be displayed on the invoice.
3 votes -
Bold and Italicize Description
Be able to Bold and Italicize certain words within the descriptions so that things are clearly visible and can make for easier communication and understanding of the descriptions.
3 votes -
DESPERATELY NEEDED ADDITION TO THE PRODUCT CATALOG AND QUOTES FUNCTION
Adding a section on each line item to add internal notes such as bulk cost breakdowns, part numbers, last time pricing was updated notes, etc. BuilderTrend has this functionality and it is so helpful in both the price catalog and when writing quotes.
3 votes -
Commission changes logged in Activity
I would like better tracking of commissions on budgets. Specifically who marked a commission as paid/unpaid
3 votes -
Decimals for invoice numbers
Decimals in invoice numbers when duplicating/editing an invoice rather than using a whole number
3 votes
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