Financials
299 results found
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Smart Estimate Calculation Upgrade
It would be so much quicker if each item had its own formula for calculating material. For that, a "measurements" tab would allow to enter all measurements for a job, then when creating an estimate, each item could be easily calculated using their own formulas and the measurements provided. The way it works right now is cumbersome, and it does not integrate with my saved estimate templates. When a similar material item has different coverage (one would cover 20' and the other would cover 33') I need to create a whole new smart estimate to account for that small change.
3 votes -
Edit Smart Estimate PDF layout
Add ability to edit the layout for smart estimates once they are generated
2 votes -
CRITICAL NEED!! - ESTIMATE TEMPLATES DO NOT SYNC WITH PRODUCTS & SERVICES! ACCYLYNX DOES THIS! WHY CAN'T JOB NIMBUS?
We are a 42 yr Roofing Company out of Portland, OR.
We've used Acculynx for the last 9 years and are finally switching!
I am currently integrating and setting up our business in Job Nimbus.Products & Services (Material & Labor Items):
Love how I can sync a CSV file or Google Sheet to QBO, and again sync QBO to Job Nimbus to continuously populate new pricing. This is huge with how crazy our industry has felt the burden of constant price increases from our suppliers.
My main roofing supplier sends me a material spreadsheet with 5k line items with…14 votes -
back to financials page
From an estimate or invoice I want to be able to go back to financials page instead of having to route back through the job or to the board.
I want the same thing from the Work orders page.
4 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.
4 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.
4 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 -
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.
5 votes -
6 votes
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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.
18 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.
20 votes -
Reorder Estimate Design Template Options
Reorder estimate design template options when creating new estimate
3 votes -
Smart estimate adding text for contract
Please add a way to add contract language/verbiage to the smart estimate
5 votes -
Override Estimate Section Totals
Ability to override the section totals, as well as the entire total of the estimate. If we are completing insurance work, it’s tedious to breakout labor and material, to the point it isn’t worth it. Having the ability to force the total to the RCV from the insurance estimate would streamline the entire process from insurance estimate to orders to invoice.
2 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.
4 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 -
Save an estimate in edit mode.
Ability to save estimate without having to leave the edit mode.
4 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 -
Estimate Signature Status to Reflect Estimate Status
The system will not automatically change to sent if you request a signer, and it will not automatically change to approved once the signature status is fully signed.
11 votes -
More Cost Options
Would like option to add an Overhead line item to the estimate. Current Estimate Template has option for Material & Labor; would like to have a separate line for Overhead.
6 votes
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