Financials
44 results found
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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 votesThis has been resolved.
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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 -
JN Payment 'Pass fee to Customer' should not show on the estimate, only the invoice
Would like only the invoice to show two different totals with Credit Card vs Cash but not have it show on the estimate
1 voteThis has been resolved.
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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 votesThis has been resolved!
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Default pay in full for JobNimbus Payments
An option to default to pay in full when customers go to make a payment
1 vote -
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 Amount2 votesThis can be accomplished by creating a product with a line item number in the title or description.
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1 vote
Part of the new sales experience, which will roll out to customers this year.
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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 votesMany more options and company colors are available on the new sales experience, which will be rolled out this year to everyone.
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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 votesHi 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
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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 -
Ability to hide MarkUp on invoices
It would be helpful to have a setting to hide the markup on the invoice for our reps creating invoices.
2 votesHello!
The ability to hide markup on invoices is already available. To do this, visit the setting page, select templates on the left side, navigate to your invoice template and click Edit. You will then see a list of items to display or hide from internal and/or customer view. If you turn off the cost column, customers will not be able to see the markup.
Please let me know if you have any questions on this.
Thank you,
Keys
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2 votes
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When a job's estimate is signed by the customer send a notification
I like the new e-sign function but we didn't get notified after the customer signed it. When a job's estimate is signed by the customer send a notification whoever is assigned to that job/contact.
1 voteHello!
This is available today using automations. Set up and event based automation and use the signature status condition to send an email or create a task.
If you need additional help setting this up, please don’t hesitate to reach out.
Thank you,
Adam Keys
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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 votesHi 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
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12 votes
With our launch of JobNimbus Payments we make it easy to automatically include CC fees on your invoices.
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the ability to permanently make changes to a material orders template.
Currently if changes are made to a material order template there is no way to make them permanent. For example, I set up a material orders template, I realize I forgot an item that we use with that template, now I have to remember to manually enter this item every time I am going to place an order, OR I need to do a whole new order and save it as a template just to add the one item.
2 votesYou should be able to edit the template and add the item you forgot initially and then save it. If you are having issues with templates saving support@jobnimubus.com will be able to assist you.
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'Paid' Stamp on Paid Invoices
Paid stamp on paid in full invoices. This is not on the newer template, just the older one.
41 votesCompleted in Feb 2021
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3 votes
Mobile payments are one thing we’ve heard a lot about. Luckily, you can now collect payments using the mobile app for iOS or Android when using our Payments feature.
You can read more about the release of that feature here: https://www.jobnimbus.com/blog/2018/04/19/mobile-update-email-payments-caller-id/
To get started with collecting payments on the mobile app, you can go here: https://www.jobnimbus.com/payments
Enjoy!
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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 votesThank 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. -
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 votesWe've added financing and CC/ACH options
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