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Financials

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175 results found

  1. Easier way to be notified which line items need updated in the estimate template

    In estimate templates, notify what line items need to be updated from Beacon, currently the only notification you get its "Note: Supplier pricing for this estimate has changed since you last reviewed this order. If you save, your estimate costs will be updated."
    Would like an easier way to know which line items need updated in the estimate template

    1 vote

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  2. Column for "Cost Total Per Line Item" on an Estimate.

    We want to add a column, we would like to see a cost total per line item.  This would resemble the price total per line item shown in the amount column.  It might not even be something to toggle on or off, it's really just adding a new calculation to the row

    1 vote

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  3. The ability to move an estimate from a customer to another job; ie: change the customer on the estimateThe ability to duplicate an estimate,

    I would like the ability to update a customer on an estimate or invoice
    related, also: The ability to duplicate an estimate, and then edit the job/ customer

    22 votes

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  4. Can you guy put a toolbar for estimate like you have for documents; or on documents can you make it so you can put a summary and discount

    For an example:

    I should have a tool bar when am creating an estimates and more better format when creating an estimate.
    My estimate looks like an invoice rather an estimate. I can't edit my estimate like I can with documents, there also know way put a discount next to my price. Where is the summary or price location when creating documents.

    1 vote

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  5. Manually Set Profit or Margin

    Have the ability to manually add a profit number as well as the existing profit slider. Often we know we have a minimum profit amount needed.

    6 votes

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  6. estimate templates

    We need to be able to create estimate templates in SETTINGS and not at the job level. I just spent hours creating an estimate template and mistakenly clicked out of it before saving it as a template and now I have to redo the entire **** thing. So frustrating. Why is this at the job level and not the global level? Why can't we turn an estimate into a template? This seems like such a simple thing.

    14 votes

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  7. Progress invoicing

    We often bill jobs based on a percent of work completed OR based on certain items being completed. If we have a $12,000 job, we will bill a $4k deposit, a 4k progress invoice and $4k on final. Alternatively, we might have 20,000 Sq. Ft. of work to do but it's being completed in phases. So we might bill out 60% of the work as a progress invoice and bill the remaining work upon completion.

    It would also be extremely beneficial to allow change orders to be added as a new "section" on the estimate and allow this to flow…

    7 votes

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  8. PDF's compatible with Blue Beam

    Would like to be able to have all PDF's created from JobNimbus compatible with Blue Beam, which is what our customer uses to view all PDF files.

    1 vote

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  9. Change Order of Template Drop Down.

    The ability to change the order of the template drop down menu when making an invoice.

    1 vote

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  10. Ability to adjust Documents sizes

    Have the ability to change the view of documents to a larger scale. Currently, documents such as estimates and invoices are too small and hard to see.

    1 vote

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  11. Ability to remove the need to approve estimates

    It would be nice if would could choose whether or not estimates need to be changed to approved after coming in to JobNimbus.

    1 vote

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  12. Add digits after decimal on price.

    Needs the digits on pricing to be more than just the two digits after the decimal point for insurance purposes.

    4 votes

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  13. Custom Invoice

    In a custom invoice report: It would be helpful to have an option that shows the number of days between the invoice created and paid.

    1 vote

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  14. Rename Surcharge on Invoices

    When using Global Payments and passing the fee on to the customer it automatically calls it a surcharge. It would be nice to be able to rename that category in case we would like to call it something different. In Texas you're not allowed to charge customers the credit card payment fee, so we usually call it something different.

    1 vote

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  15. Line items only on custom document templates

    When loading an estimate into a custom document, the ability to only show line items instead of all the extra information on the estimate template.

    1 vote

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  16. Adding an an additional template box to an estimate or document

    customer note section to be larger or add another template box to include contract veribage directly on an estimate or document or
    Adding another template note box to include contract verbiage on a document or estimate

    4 votes

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  17. Make Markups Visible on the customer side of an estimate

    I would like to have the option to display the markups on an estimate. So I can view the markup info when I download the .PDF version.

    1 vote

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  18. Grouped line items in sections (for totals) and ability to duplicate/delete sections

    Ability for line items to be grouped by sections, those sections have cost totals per section (have option to display section totals or line totals on templates), and the ability to have those sections duplicated/deleted for more efficient estimate/invoice building.

    8 votes

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  19. Have the Item/Section name section expand when creating financial docs

    When creating an estimate, it would be great to have a way to expand the section item name size? Much like you are able to expand the description section to be able to view more than one line.

    1 vote

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  20. 2 votes

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