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Financials

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44 results found

  1. Customer approval for Estimates - Signatures

    If customers could sign with their finger on phone or tablet an approval for the estimate that was just sent to them and alert you right away.

    92 votes

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  2. Custom Payment Methods

    Need to customize Payment Methods and be able to edit other payment methods. I.E. In house Finance, Greensky, PayPal, Square, ect.

    46 votes

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    5 comments  ·  Payments  ·  Admin →
  3. 'Paid' Stamp on Paid Invoices

    Paid stamp on paid in full invoices. This is not on the newer template, just the older one.

    41 votes

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  4. Units of Measure for Products & Services

    Would be nice to have units on each Product or Service such as Square, Lineal Foot, Square Foot, Each. ... Etc ...

    34 votes

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  5. Subtotals for Sections on Estimates and Invoices

    It would be helpful if there was a way to add subtotals throughout the estimate. For example, sometimes we have to do a subtotal for roof, a subtotal for gutters and then an overall total. Is there a way to do that already?

    Thanks for the help!

    30 votes

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  6. Auto-Update Estimate Templates

    Creating an estimate template needs to be able to be done in the settings. Needing to go to a random job > Financials > Add Estimate > Etc... Is less than optimal.

    This brings me to my next point. Updating Estimate Templates. If I go into my settings > Products and Services, I am able to update the pricing of my material no problem. The problem is that these updates are not then updated on my Estimate Templates when I go to make one. I have to also update all the pricing on the templates. The pricing not updating for…

    28 votes

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    3 comments  ·  Templates  ·  Admin →

    Hi everyone! We're very excited about a new estimating tool we've developed--Smart Estimates that will solve this problem of template pricing becoming outdated. 


    In addition to always taking the current pricing from your products and services, Smart Estimates allows a user to create an estimate by simply inputting job measurements (either your own measurements or from an EagleView report--coming soon) and having the materials calculations done for you based on the template you set up. If you're interested in being part of our beta user group, please sign up asap at this link https://forms.gle/oQcesRGxqyDeUE22A

  7. Save an already created invoice/estimate/material order/work order as a template

    It would be nice to be able to save an already created invoice/estimate/material order/work order as a template. This would be helpful for a few different reasons.

    The most recent example is an estimate was created but wanted to save it as a template for future use.

    Another reason would be that maybe later down the road you realize you need to duplicate an estimate that was created in the past.

    19 votes

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    4 comments  ·  Templates  ·  Admin →

    Hi everyone,

    The “Save as Template” button is now available for existing estimates, invoice, material orders, credit memos, and work orders. At any point you can save these documents as a template. This includes opening existing templates and duplicating them. Please let me know if you have any issues with the new functionality.

    Thank you,

    Adam

  8. Estimates - material and labor cost with own markup

    Currently items under products and services have three quantities, Cost, markup and price. It would be awesome to have: material cost, material cost markup, labor cost, labor cost markup and a final price. And on the estimate have those two extra columns as well with totals at the bottom.

    Having this feature would allow us to track labor cost and material cost per job with out having to jump through a lot of calculation hoops to get there.

    17 votes

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    Thank you for your input and votes on this topic. We recently added subtotals for Labor and Materials in all financial documents. Markup is displayed for all line items, including labor, and can be quickly edited.. The new markup slider allows you to quickly adjust markup for all line items in an estimate.
    I would love your feedback on improvements we have made and if any changes still needed.

  9. Simplify the invoice payment and totals section (e-check/credit card options) and customer "checkout process"

    Having two separate payment buttons, whether by e-check or credit card, can be a bit confusing for some customers. We've had a half-dozen customers send us a physical check for the credit card amount in the past year. I've attached a draft mockup picture to this feedback submittal to better illustrate the idea.

    16 votes

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    6 comments  ·  Invoices  ·  Admin →
  10. 12 votes

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  11. Option To Hide Subtotal

    On estimates where we are giving several options we do not want the subtotal displaying on the bottom. It would be nice if there was an option when creating an estimate template to be able to take out the subtotal at the bottom.

    10 votes

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  12. invoices that show overpayment

    I noticed today that our invoices don't show an overpayment on them. It would be nice to have that so that we are aware when putting in payments if the customer overpays. I originally showed a balance on an invoice and payments but when i put in the customer discount originally missed, the customer had overpaid but it's still showing a $0 balance.

    7 votes

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    Completed  ·  2 comments  ·  Admin →
  13. JN Payments: Move credit card surcharge and adjusted total payment info to after customer selects Credit Card. Confuses e-check payers.

    Illustration/example, attached. Instead of the largest font/bolded Total with included credit card fees (before knowing how the customer will pay), show only the actual requested amount and add an asterisk to the Credit Card option about the added fee, which can be calculated and included on the next page of the credit card selection page flow.

    6 votes

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    Completed  ·  3 comments  ·  Payments  ·  Admin →
  14. 3 votes

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  15. contractor signature line

    State of Minnesota requires both homeowner and contractor signature on all contracts. It would be great to have the ability to do both electronically. It would be a needed feature for document templates and the signing ability of both parties on mobile.

    3 votes

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    0 comments  ·  Templates  ·  Admin →
  16. Budget Global Stop-Loss % Manager Override

    When setting budget limits within JN, i.e. setting the minimum gross profit percentage and minimum net profit percentage, the setting is a global hard limit and will not allow us to save the record if we go below the minimum set within the system. While we want to maintain certain job margins there are occasional times, for whatever reason, we aren't able to stay above the limit. We still need to keep the limits in place but we need to also continue to add the line item cost to a customers job.

    Rather than having it as a global hard…

    3 votes

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  17. Fix the JobNimbus Payments fee discrepancy

    Surcharge fee on invoices doesn't match actual fee taken out once a payment is made. It would be great if we could fix this discrepancy or get it closer to being more accurate

    2 votes

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    0 comments  ·  Payments  ·  Admin →
  18. Ability to add invoice line number

    Ability to add invoice line item number. This makes it easier to go over with your client with.
    Example:
    1. Work description Qty Price Amount
    2. Work description Qty Price Amount
    3. Work description Qty Price Amount
    4. Work description Qty Price Amount
    5. Work description Qty Price Amount

    2 votes

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  19. Customize estimate design templates

    Request to change the default color of blue on estimates to a different color, or to be able to customize the design.

    2 votes

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  20. The ability to text the invoices over to clients.

    The ability to text over the estimate to the client for them to pay on their phone.

    2 votes

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    Completed  ·  0 comments  ·  Payments  ·  Admin →
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