Financials
299 results found
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Additional Type Column in Estimates
Need another column that will add in type that will indicate what quantity or type such as:
SQ, BDL, BOX, ITEM, ... we expect many items to choose from within the template1 vote -
Separating material, labor and markup costs and prices per section option.
We typically send pricing for multiple scopes of work and when a job is completed and we're getting ready to pay our subcontractors we like to reference the initial estimate to see what we priced for true labor cost and we need to see it per section but right now the labor and material costs are for the entire estimate. An option to see the costs broken out per sections would be helpful.
6 votes -
NSE toggling off estimate details page to remove good better best
When you toggle the estimate details page it should exclude the good better and best options from the preview and the end result of the estimate
1 vote -
Adjustable column widths on legacy estimates
This could likely apply to New Sales Experience as well
1 vote -
different measurements per job
I would like to be able to put different measurements for different material types on 1 estimate. I have several jobs that have several scopes of work just on the roof. For example, I have a job that has shingles, standing seam, and TPO on the same house. The problem is, they are different sizes, so I have to manually input my material and labor cost quantities at the moment. Would like to be able to separate the measurements by the type of product being used if at all possible.
1 vote -
Show Full Estimate on Proposal
When we upload an estimate into Job Nimbus under proposal, it say "show more" and minimizes the estimate. We would like it to always show all of the estimate under proposals.
1 vote -
Optional Sections from within Good, Better, Best
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.
28 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.
5 votes -
9 votes
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Gross Margin estimating as an option instead of Markup
Hi, can an option be added to use gross margin instead of markup on the products and services? Almost every company I know uses margin instead of markup and it would be great to be able to properly manage and price to this inside of JN instead of having to have a separate spreadsheet for pricing every item.
Almost all of the JobNimbus competitors also use gross profit margin and it is much clearer and less messy process. Thank you for the consideration!
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.
7 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.…
11 votes -
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!
6 votes -
Add Photos to Line Items in NSE Estimates
The ability to include uploaded photos into an estimate.
23 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
5 votes -
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 -
View multiple invoices for Jobs on one statement
Ability to view multiple invoices as one statement
3 votes -
Don't automatically round line items
Line items are automatically rounded up to the nearest cent. Add ability to disable that for things line insurance claims where they have to match exactly.
5 votes -
Draft Smart Estimates
When creating a smart estimate template, it takes a lot of time. It also may take a lot of people to collaborate. I would like to save an unfinished smart estimate template. At this time I can only save it if everything has been filled out. If I run out of time, or need to take care of something that suddenly comes up, I will lose all of my effort.
I suggest adding a "Save and Finish Later" button to the template so that all my work is not lost if I do not have the time to finish everything.4 votes
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