Financials
165 results found
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Optional sections
The software we're transitioning from is a lot more basic than JobNimbus, but it already has this so it's disappointing that JobNimbus doesn't. Basically, have the customer be able to select what sections of the estimate they would like and this would determine their total estimate price (for good better best estimates for example or multi-trade estimates). Just have a checkbox for them to select by each section. This could easily allow upselling and cross selling without making the estimate a mess that then later has to be commented on by the customer, edited, and resent.
16 votes -
Cost and Markup - Hide as a function of Access Roles
We're currently in the setup phase. Our executive level team loves the idea of being able to use the Slider feature to negotiate estimates. However, we would like to be able to do so WHILE hiding the product cost and initial markup on the internal side of the estimate, so that lower level employees do not have to see this information in order to be able to use the Slider while creating an estimate.
Right now, if I disable mark-up tracking or if I remove cost from the internal estimate view - the Slider disappears and so do margin estimates.…
9 votes -
5 votes
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Clean up estimate section titles & description layout
Please see the attached screenshots. Can the estimate section titles & description layout be cleaned up a bit?
Ideally one would be able to just enter a long title and NOT have the text wrap down to multiple lines due to the container restrictions. If that is not possible, then can the container alignments of the section descriptions and line item descriptions at least be aligned?!
The current alignments shown below are very sloppy. Thank you!
5 votes -
Estimates in Spanish
I want to be able to create and send estimates in Spanish for my clients that don't speak English.
1 vote -
Request for Enhanced Document Identification & Preview for Email Attachments
I'm experiencing a challenge in differentiating between various documents (quotes, invoices, etc.) when attaching them to emails within your system. Currently, the only distinguishing factor is the estimate or invoice number, which doesn't allow us to easily associate documents with specific project details.
To improve this process, I propose the following enhancements:
Display the "Internal Note" Next to All Documents: This additional description would help users identify the correct documents for attachment more efficiently.
Expandable Document Preview: Allowing users to click on a document's small image to see it in a larger format would provide visual confirmation of the content,…
1 vote -
Include Sunlight Financing on Estimates
The option to include sunlight financing on the estimate template via like a checkbox or a button would be very useful. Especially if it can take the estimate total and provide the different financing options as a button on the estimate directly below the total.
5 votes -
Entered 0 for unit of measure on smart estimate and it added 1 unit to the estimate
Entered 0 for unit of measure on smart estimate and it still added the line item to the estimate
6 votes -
Send email with multiple attachments that can be signed
Create email using a template then add an estimate and other documents that need to be signed. Currently 3 separate processes. Send an email, send an estimate with out the verbiage you need in body of email. The crest document and send that to be signed
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 -
Estimate Total field at bottom editable
Would like to have the total price editable. We would like to put in our product list and then a total contract price and then the system will auto calculate the price on each product.
1 vote -
Create A Separate Summary of Markup vs Additional Markup
I'd like to be able to use the main line item markup section as overhead recovery, then have additional markup on top of that. This would be atainable with a workaround if the estimate breakdown showed the line item markup as a separate subtotal before the additional markup.
1 vote -
Set Margins by Estimate Section
Currently you can only set margin line by line or for the whole estimate. A function to set each section at it's own margin would be helpful.
1 vote -
Edit Smart Estimate PDF layout
Add ability to edit the layout for smart estimates once they are generated
2 votes -
Duplicate an Estimate
There is a duplicate feature, but it cannot be used to duplicate an estimate. It would be a lot easier to duplicate an estimate in case we need to move an estimate to another contact, a related contact, or second job under the same contact, etc.
1 vote -
Invoice DUE Date Added to Invoice Section of Financials Tab
On the financials tab under invoices, it only shows the invoiced date, which is partially helpful. The biggest need is to see the DUE DATE right on that section. This is a HUUUUUUUUUUUUUUGE need!
2 votes -
Allow photos to be integrated into estimates
The ability to include uploaded photos into an estimate.
8 votes -
Printable signature lines for estimates or contracts
It would be great if the signature template field added a signature line to the estimate or document like a contract, that way the document could be printed and signed in person.
1 vote -
Change warning message text for when a user tries to edit an existing estimate
there's a warning message when I try to edit a voided estimate that says the estimate is approved, even if it was never signed.
1 vote -
CRITICAL NEED!! - ESTIMATE TEMPLATES DO NOT SYNC WITH PRODUCTS & SERVICES! ACCYLYNX DOES THIS! WHY CAN'T JOB NIMBUS?
We are a 42 yr Roofing Company out of Portland, OR.
We've used Acculynx for the last 9 years and are finally switching!
I am currently integrating and setting up our business in Job Nimbus.Products & Services (Material & Labor Items):
Love how I can sync a CSV file or Google Sheet to QBO, and again sync QBO to Job Nimbus to continuously populate new pricing. This is huge with how crazy our industry has felt the burden of constant price increases from our suppliers.
My main roofing supplier sends me a material spreadsheet with 5k line items with…10 votes
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