We have very detailed and exhaustive estimate templates built that save us a lot of time creating our estimates. However, sometimes we want to create a separate section in the estimate for a different type of work, etc. It would be great if we could load another template in under that section heading, but as it is now, we just have to build it line by line from that point on.

example cost of 1 square of roofing installed is $177 the the profit margin is 49.5% = sales price calculated at $350 a square

COMBINE MULTIPLE ESTIMATES IN ONE INVOICE

A way to edit the subject line when emailing an invoice.

Quickbooks Online allows the total of each line item to be manually entered so that the Line Item price is adjusted accordingly. As it is if I sell a job for an eaven amount rather than exact amount according to Qty x Price, I must then go into Quickbooks Online and adjust the total and then wait for it to sync back to JobNimbus.

A way to send an invoice and inform customers that only a portion of the invoice is due now.

I'd like the ability to not have the item name visible on an estimate sent to the customer.

There should be a spot where we can add a discount with both percentage and dollar amount.

Ridiculous that there is no autosave feature. Multiple hours into an estimate and everything was lost because a tab was accidentally pushed ( just next to a slide bar mind you ). This has happened multiple times...add in a burp in your wifi connection and once again all work is lost.

I have requested this before, but couldn't find it to see status. Any way So I add a section and need to add description. The way it is set up now it is hard to see if I have my wording correct, spelling correct description complete etc. So what I do is open notepad type my description then copy and paste into the estimate. i've attached a screenshot of sections in the previous software I used. It would be great if we could do something similar

It should be a no brainier but it's impossible! I have multiple jobs that I need to create a similar estimate for. I don't want to create an estimate template. I just want to duplicate the estimate and assign to a different job.

We register a deposit from the customer, the customer wants a receipt, there is no way to email a payment confirmation right? We have to email an Invoice, correct? Well the Invoice only allows for a specific date as the due date, or "Due Upon Receipt (of the Invoice)". We don't know when the actual install is going to happen, so we need "Due Upon Completion" and/or "TBD" and/or "Net##" Without a Specific Date.

It would be nice if I didn't have to scroll all the way down to the bottom of the page each time I want to enter a new item or service. It get aggravating when the quote has many sections and items.

It would be great if the sections on estimates were set up to where you had a separate box for section title and a description box for the details. and the detail box opened up so you could see in entirety what you are typing. I will insert a screen shot of the system I used before.

If a financial document is created and the contents of the one of cells of that document are too large to fit on the page with existing content, it moves the whole cell to another page, potentially creating a very large gap.

It would be great if the cell broke up across multiple pages like it would do in an application like Microsoft Word for example.

When you create an invoice and accept a payment from the customer, you currently need to put in a dollar amount.

It would be nice to have an option to use a percentage of the total for the deposit/installment.

could i get the phone number and email address on the invoice just under the name and address of client ??

<p>Allow attachments/pictures to be added to estimates. Be able to customize a message before emailing invoice, etc.</p>