Financials
70 results found
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Price book
I would like Job Nimbus to be the top of the line for the sales people to create an estimate that would show the option of financing included, showing payment option versus cash option.
Also
Why isn’t there an option to put in a third-party financing link to make it so much easier.? We go to an outside source anyway it would be nice if that option was also available inside JobNimbus1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time. It will be considered again if additional requests are made.
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Customizable Field on Title Page of New Sales Experience
I want to be able to add my license number to the title page of the New Sales Experience Estimates
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time. It will be considered again if additional requests are made.
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Change Alignment of Estimate Titles
In the New Sales Experience, I would like to be able to edit the alignment of the page titles. For instance, Introduction, Inspection, etc. Currently they all have a left margin and I want to center them or move them right.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time. It will be considered again if additional requests are made.
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Automatic contact info update on transferred estimates. From one job to another.
Automatic contact info update.
There has been a few times I have created an estimate in the wrong file/job.What if... in this scenario... we could share the estimate to the CORRECT file and nimbus could automatically change the contact info and job at the top of the estimate?
The other main reason this could be incredibly powerful... Often times we write estimates that are very similar, so instead of running through the entire template again top to bottom, clicking and removing the items that don't pertain, everything would already be set up and we could just change a few…
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Additional Signatures on Fully Signed Estimates
I would like the ability to add more signatures to an estimate that is already fully signed. For example, if I want to send it to a manager to get signed and approved first then send it to the customer to sign.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Estimates in Spanish
I want to be able to create and send estimates in Spanish for my clients that don't speak English.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Request for Enhanced Document Identification & Preview for Email Attachments
I'm experiencing a challenge in differentiating between various documents (quotes, invoices, etc.) when attaching them to emails within your system. Currently, the only distinguishing factor is the estimate or invoice number, which doesn't allow us to easily associate documents with specific project details.
To improve this process, I propose the following enhancements:
Display the "Internal Note" Next to All Documents: This additional description would help users identify the correct documents for attachment more efficiently.
Expandable Document Preview: Allowing users to click on a document's small image to see it in a larger format would provide visual confirmation of the content,…
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Estimate Total field at bottom editable
Would like to have the total price editable. We would like to put in our product list and then a total contract price and then the system will auto calculate the price on each product.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Create A Separate Summary of Markup vs Additional Markup
I'd like to be able to use the main line item markup section as overhead recovery, then have additional markup on top of that. This would be atainable with a workaround if the estimate breakdown showed the line item markup as a separate subtotal before the additional markup.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Set Margins by Estimate Section
Currently you can only set margin line by line or for the whole estimate. A function to set each section at it's own margin would be helpful.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Change warning message text for when a user tries to edit an existing estimate
there's a warning message when I try to edit a voided estimate that says the estimate is approved, even if it was never signed.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Approve
When sending an estimate the customers to have the ability to click approve estimate or decline
Kinda like quick books does1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Increase maximum sections on Estimate Templates
I would like to be able to have more than 25 sections on my estimate templates.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Move financials between jobs
Ability to move financials between jobs
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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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 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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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 voteThis will change and be addresses with the new sales experience, rolling out this year.
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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 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Remove automatic highlight when clicking into estimate descriptions
When editing an estimate, if a line item description is clicked into it highlights the whole description body. It would be great to get rid of this functionality... There have been a few times where estimate descriptions have accidentally been deleted. Yes, I understand that 'ctrl-z' is a thing.
1 voteThis will change with our new sales experience.
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Change location for products in Smart Estimate templates
Change location for products when editing a smart estimate template without having to delete all products
1 voteClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Ability to set up a default in the "Additional Markup" field for all estimates.
Ability to set up a default in the "Additional Markup" field for all estimates.
1 voteClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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