Financials
299 results found
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5 votes
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4 votes
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Different waist factors for different items
We like to have different waist factors for different products like shingles have 1 factor but flashings have another factor. It would be great to have the option to use different factors for every item
1 vote -
Approve team members created estimates
Ability for admins to force other users to get approval on estimates before sending them
1 vote -
Able to turn off totals on estimate details page
We only want it on the authorization page
1 vote -
adding cc on estimates
the ability to CC users or other contacts when sending an estimate
1 vote -
Option to turn off estimate sending confirmations
When an estimate is sent from New Sales Experience an email is sent to the sales rep, but that email is unnecessary and we would like it to be removed
1 vote -
Update Estimate Signing "Paid in Full" Verbiage
Be able to change the wording "Pay in full" when signing for an estimate so theres no confusion when signing
1 vote -
Edit Estimates/Documents After Signature
I was messing around with this NEW feature - and I do not like the fact that you cannot go back in and edit after someone "signs" it. We have a TON of customers that change/update/add/delete items after they have already signed. This needs to be made so that you can still go back and make changes and have it resigned if needed.
3 votes -
Edit Products and services catalog from within the estimate on the new platform
Add the ability to update products and services within the estimate. We make the same manual changes to line items all the time while writing estimates because we don't have the time to go open a new tab, go to the products and services catalog, find the line item, and edit it. It would be great if we could just check a box that says "permanently edit this line item" to change it in the catalog so it is always correct moving forward.
2 votes -
Dollar Amount for Deposits on Estimates through JobNimbus Payments
Logo would like to request a dollar amount instead of percentage for split payments on NSE.
3 votes -
When creating an estimate being able to send an email with the estimate without needing a signature and auto populate to documents tab
Two Ideas for Estimates
1. Being able to send an estimate via email without needing a signature and just the viewing pleasure
2. Having the estimates auto populate into the "Documents" tab of a customer when finished filling out8 votes -
💡Boards Feedback/Ideas💡
Please upvote if you agree!
💠 Allow for customization of what is displayed on the body of cards based on the List that it's currently under (today all cards on a Board have the same displayed information across entire Board).
💠 Re-size the board display on web so there isn't two vertical scroll bars. Difficult to scroll left and right due to not being able to see horizontal scroll bar without scrolling page vertical bar.
💠 Enable cards to be right-clicked and opened in a new tab, so users can quickly interact with a job/contact without leaving the Board.
💠…
13 votes -
Custom Estimate Email Subject Line
Wants to be able to edit what the subject line says when an estimate is sent to a customer
2 votes -
Adding lines to estimates
On estimates legacy: having a little tab on each line that allows you to add additional line items above or below that line without having to drag the line from the bottom to where it needs to go on the estimate which is incredibly tedious.
1 vote -
Edit Estimate Template Line Items
When attempting to edit an estimate template with the new sales experience, I cannot simply update a line item. I have to delete the line item, scroll down to the bottom, add a line item again, and then drag it back where I want it. I would like to just be able to modify the line items on my templates like I can on the actual estimates.
3 votes -
Internal Notes Estimate Conversion to Work Order
We used to use the internal note section of estimates to hold some information that was visible at a glance because it would carry through to work orders when we converted. Now it doesn't work that way, but we would like it back.
2 votes -
Tax calculator within estimate
A tool to calculate and edit taxes within the estimate
1 vote -
"Show More" Product Option on NSE
Allow a "show more" drop down when searching a product to add as a line item. In Legacy Estimates it gives you the option to show more but with nse its only the first 6 in alphabetical order.
5 votes -
Formatting Options in New Sales Experience
Add ability to format phone numbers and email addresses in the new sales experience. Right now, the email address cannot be capitalized and the phone number does not include any dashes, which is hard to read.
10 votes
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