Financials
102 results found
-
Set expiration date for estimates
We want to be able to set estimates to expire after a certain time frame.
20 votes -
Ability or button that would auto update product and services when pulled from saved estimates.
Ability or button that would auto update product and services when pulled from saved estimates.
2 votes -
Searchable sections
Make sections able to be searched for. This way you can have a bundle of line items under a section name that represent something, like changing a skylight for example that will have material and labor line items pop up under it, then be able to choose a quantity for the section and a markup per section (we have different margins for different trades). It feels like the smart estimates are trying to do this, but this would be a great supplement to that and make a large portion of the other features in JobNimbus a lot more helpful.
2 votes -
Bold and Italicize Description
Be able to Bold and Italicize certain words within the descriptions so that things are clearly visible and can make for easier communication and understanding of the descriptions.
3 votes -
Ability to edit split payment dates after the first payment is recorded.
We need to be able to edit the payment dates on an invoice with split payments after the first payment has been recorded. Right now, once a payment has been applied you can't edit the other payment dates.
11 votes -
5 votes
-
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.
15 votes -
Smart estimate adding text for contract
Please add a way to add contract language/verbiage to the smart estimate
5 votes -
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.
5 votes -
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.
3 votes -
Set new default Estimate Template when creating new estimate
Reorder estimate design template options when creating new estimate
2 votes -
Ability to hide line item price and still show section totals.
On estimates, it would be great to have the ability to hide the price of line items and still show section totals without revealing the price of the item. Currently you can remove the Show Amount Column in template settings but then it won't show section totals even when the check box for show section totals is turned on in the template.
13 votes -
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.
2 votes -
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.
2 votes -
custom statuses for invoices
Ability to set custom statuses for invoices
2 votes -
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.
8 votes -
Allow Subcontractor and/or Other Costs in Estimates SEPARATE from Labor and Material Cost
There needs to be a way to enter subcontractor cost, totally separate from labor and material, to line items in a bid/estimate. If I include subcontractor costs as labor or material in my estimates, it throws off the budget numbers. This is a very basic function of bidding and estimating.
3 votes -
Section Totals showing internally
We are struggling with some of the features and how it is presenting totals. For example, we have an estimate that has roofing and siding, we can get grand totals of the sections, and grand total of the estimate with labor and material split out, but we are not able to get a quick sum of cost by section, essentially wanting a quick look at what is the material + labor cost for the roofing versus the siding.
3 votes -
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.
3 votes -
Ability to lock estimate pricing
Have the ability to lock certain estimates templates so that the prices cannot be changed. This would ensure salesmen do not have ability to change the price. Also, provide the ability to be able to assign estimates templates to certain reps.
3 votes
- Don't see your idea?