Financials
537 results found
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Profit tracker
Have the profit/job cost tracker pull the revenue from the invoices not from the estimates. Sometimes we quote a job for xx amount, and then mid job there's extras that come up. We don't build another estimate for the extras we just invoice it.
Pulling from the estimates only causes false data in the tracker
11 votes -
Add the "Clean Up" button to Estimates
The "Clean Up" button on material orders that quickly removes all 0 quantity items would be incredibly beneficial on Estimates, especially when using templates for each section on an estimate it's faster to enter the quantity on the items we need and use "Clean Up" rather than individually remove the items we won't need
6 votes -
Custom Workflows for Invoices
Jobs, contacts and work orders have customizable workflows with user created statuses. If invoices had this feature, it would provide a critical reporting element for different segments of clients/invoices.
A good example would be having a subset of invoices that are in 'Collections' status for delinquent invoices so they don't clutter up healthier AR.
10 votes -
Add Multiple "Estimate Detail" Pages on Estimates
If we were able to add multiple "Estimate Detail" pages to the same contract, this would cover contractors that sell multiple job phases and not limited us to 3 options. Then using the existing ability to use the slider, to turn off certain estimate detail pages that would not apply.
19 votes -
Add a custom page to Simple Estimate
For the fencing industry it's crucial to attach a drawing of the plan but we don't always need a full proposal like the standard estimating mode. It would be a great improvement to be able to add a custom PDF page to the simple estimates.
4 votes -
Remove Sections from Invoice
On legacy invoices "Section" or "Section" total wasn't required, on the new invoice tool it is - our invoices aren't complex enough to need multiple sections or even a section title. We would like to be able to add products without a section/title again, it's an unnecessary extra step impacting our workflow
9 votes -
Pictures on the "Simple Estimate Mode"
With the new Simple estimate mode, it would be amazing to have a spot to add an image or images. We primarily use the Simple mode for change orders or repairs but would like to attach images to show the areas that we will be doing work on.
4 votes -
Enter bills into Profit Tracker
We are currently using the profit tracker. As a bill comes in we currently enter that bill into the Profit Tracker and then Quickbooks. We would love the ability to enter the bill into the profit tracker and have the bill sync automatically to QB. This would be a much more efficient. I believe other CRMs like Acculynx are already doing it this way.
8 votes -
JNP Refunds Sync with Financials in Job
Refunds made through JobNimbus Payments currently do not communicate back into JobNimbus. There is not a 2 way sync with this situation. We would love if the refund made in JNP came through to the payments and carried over to the invoice to make our process more streamlined and clear.
3 votes -
Payment Requests Shouldn't be Controlled by Permission to Create, Edit or Delete an Invoice
If you want to set the permissions for sales people so that they can view an invoice but not be able to create, edit or delete and invoice, that setting should not then cause them to lose the ability to request or process a payment.
I want salespeople to be able to request a 30% deposit from an estimate. This in no way relates to an invoice.
I want them to be able to process a deposit or a final payment for a job while they are at the house. They should be able to do this.
If users want…
3 votes -
Send PDF receipt for payments
When a homeowner gives us a check directly instead of using JNP, there should be an option to be able to send or print them a PDF confirmation/recepit of payment.
Currently I have to go into Quickbooks, save a payment receipt and upload that to Jobnimbus. On the Legacy system we use to have the feature to send a receipt.2 votes -
Footer notes and Emails
When signing is turned off on a simple estimate, I would like to be able to add footer notes. I would also like to be able to add multiple emails for sending when signing is turned off as well.
2 votes -
Discount Abilities for ACH Transactions
I would like to be able to provide a discount when customers use ACH to pay for their invoice.
24 votes -
Ability to add multiple estimates to create a Work Order.
This can cause confusion if there are multiple approved estimates, as we have to provide separate Work Orders for one project, or take the time to manually enter anything from a secondary or tertiary etc.
3 votes -
Add delivery date field to Material Orders
We'd like to be able to add a delivery date to our material orders again, the new updates have removed this feature so now we have to create a workaround with the supplier comments - it would be easier to communicate with suppliers, along with track and report on this data with a set date field.
4 votes -
Automatically Resent Estimates to Show in Activity Feed
When Estimates are sent for signature, there is a chance that the signing link will expire before the homeowner signs it. When that happens, clicking the link triggers the automatic sending of a new email. However, this doesn't currently add an activity in JobNimbus. It would be a lot more helpful if it created an activity that indicated it was a resend due to an expired link click.
5 votes -
Font Customization on Estimates
I would like to be able to bold, add color, italicize, underline, and change size of the text on products and other pages.
35 votes -
4 votes
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Ability to text customers the link to sign an estimate
I would like the ability to copy the unique signer link for an estimate or contract directly from JobNimbus so it can be shared with customers through methods other than email, such as text. This would be especially helpful in cases where a customer cannot access their email, ensuring a smoother and more flexible signing experience.
6 votes -
Custom Product & Service Types (Material, Labor, Services, etc.)
Add a category for services that aren't labor or a material to help track services -- making reporting for labor easier.
4 votes
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