JobNimbus Feedback

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Financials

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  1. Set expiration date for estimates

    We want to be able to set estimates to expire after a certain time frame.

    9 votes

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    1 comment  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Invoices Reflecting Overpayment

    Invoice amount is for $200-, customer over pays say $225- it just marks the invoice paid, it shows the credit down below in the invoice payment section. We'd like the invoice to show a negative number until we enter a credit memo to reflect us reimbursing the customer or accepting the over payment for transparency sake.

    13 votes

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  3. Custom Totals in estimates

    Currently entering in line items and prices it adds up a total on the lower right. At times, we may not want to add prices to line items and just input a custom grand total. It would be nice to not have to input prices in the line items, or sections totals, and just be able to type a grand total into the sub total and total at the bottom of the estimate.

    11 votes

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  4. 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.

    2 votes

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  5. 2 votes

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  6. Custom Title for contacts viewing documents/financials

    Custom Title for contacts viewing documents or financials sent to them.

    1 vote

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  7. Set new default Estimate Template when creating new estimate

    Reorder estimate design template options when creating new estimate

    1 vote

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  8. Ability to create Smart Estimates through Forms

    It would be useful to have the ability to create a Smart Estimate based on a filled out form to help field reps quickly write out the estimate based on the check list they perform.

    1 vote

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  9. Smart estimate adding text for contract

    Please add a way to add contract language/verbiage to the smart estimate

    2 votes

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  10. Ability to add custom fields to invoices

    It would be great to be able to add custom fields that can auto populate check numbers to the invoices to show applied payments.

    1 vote

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  11. Send Invoices with additional attachments

    Ability to attach other documents to invoices sent from the financials tab. This way the invoice will show as sent, and can include a contract document, or other documents as needed.

    1 vote

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  12. Turn two estimates into one invoice

    It would be great if we could turn two estimates into one invoice just like we can do in QuickBooks.

    2 votes

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  13. custom statuses for invoices

    Ability to set custom statuses for invoices

    1 vote

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  14. split terms for balance remaining

    Currently, if you apply an payment to an invoice, and then try to set split terms for the remaining balance, it will not save the splits as you enter them. It will revert to its own percentages. This appears to be intended function since split terms were not set upfront. It would be nice to be able to split the remaining balance on invoices.

    1 vote

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  15. Section total at the bottom of the section

    Currently when we put a new section on the estimate it shows the total for that section at the top. I would like the option to show the section total at the bottom of the section.

    5 votes

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  16. Allow photos to be integrated into estimates

    The ability to include uploaded photos into an estimate.

    1 vote

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  17. Archive Estimates

    The ability to archive estimates, so that only the approved/sent or in progress estimates are shown under the financials tab.

    1 vote

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  18. 1 vote

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  19. Be able to have a color in section titles in estimates

    It would make the estimate easier to read if we could color in the sections rather than just a gray color and would help just make them stand out to indicate its a section.

    2 votes

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  20. Multi-Location Estimate Gating

    We would like to be able to restrict/assign which templates are available to which locations and/or groups. This would greatly benefit the scalability of the system without it being as cluttered as it is now.

    1 vote

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