Financials
181 results found
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Ability to add invoice line number
Ability to add invoice line item number. This makes it easier to go over with your client with.
Example:
1. Work description Qty Price Amount
2. Work description Qty Price Amount
3. Work description Qty Price Amount
4. Work description Qty Price Amount
5. Work description Qty Price Amount2 votes -
Approve
When sending an estimate the customers to have the ability to click approve estimate or decline
Kinda like quick books does1 vote -
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 -
Increase maximum sections on Estimate Templates
I would like to be able to have more than 25 sections on my estimate templates.
1 vote -
Move financials between jobs
Ability to move financials between jobs
1 vote -
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 -
Why doesn't signature status update the estimate status?
If the signature status on an estimate is modified to fully signed, why would this not automatically update the estimate status to approved? That's the whole point of requesting a signature. This isn't even possible through an automation. The signature requests are clunky as is, but we require them on some jobs for liability reasons, but we have an automation that creates a task when the estimate is marked as approved but this doesn't happen if the signature status doesn't update the estimate status.
1 vote -
line item list
It would be really helpful to have a place where we could have a pricing list for all of our billable items. We can currently access them in financials when you type in the line item. Is there, or could you add a place where you can access all of those in one list or spreadsheet?
1 vote -
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
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Show old format when making revisions
I would like to see old estimate format when making revisions. If it were to pull up in a separate window, that would be helpful
1 vote -
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 -
Edit Saved Estimates as a Data Table
I feel like this entire process to create "Saved Estimates" should be under the template settings (as it's own tab since there's a lot and I already don't like how clustered all of the templates are).
I would like the ability to re-name the templates and/ or bulk edit fields as a table of data (like a content manager for a website - see attached for example)
1 vote -
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 -
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.
1 vote -
Add United Inches to Smart Estimates
The ability to add United Inches to smart estimates. Stated door and window companies cannot use smart estimates due to the lack of measurements available!
1 vote -
Set new default Estimate Template when creating new estimate
Reorder estimate design template options when creating new estimate
2 votes -
Customize estimate design templates
Request to change the default color of blue on estimates to a different color, or to be able to customize the design.
2 votes
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