Financials
309 results found
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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.
3 votes -
2 votes
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Status option for budgets
To have a status option for budgets, like you do for an estimate/invoice. This way I can accurately determine what gross and net margins are, if there are jobs in the budget where costs have not been entered yet, because projects are not completed. The only way I can accurately get my margins correct is for me to filter by a completed job.
10 votes -
Rounding in Estimates / Invoices
It would be great to be able to have line items round to the nearest dollar or $5 increment. OR have the ability to have Sections round to the nearest dollar increment that is chosen in settings.
11 votes -
Email Subject Line Override on Financial Documents
The ability to have the email subject line populate instead of the default when sending an email from the financial documents directly.
5 votes -
Hyperlink on estimates that opens the Streetview or Google Maps page for that address
Hyperlink on estimates that opens the Streetview or Google Maps page for that address
5 votes -
Material Tax on Budgets
Would like to include material tax on budgets
6 votes -
Hide amounts or not to hide amounts, or items
I want to be able to hide or not hide items individually within a section.
i.e.
I am bidding to add lighting in a horse barn/arena. I don't want them getting lost in the involved items but I want them to see I am charging them for 14 fixtures and then I would also be able to have the direct attached image instead of adding an image attachment separately.
3 votes -
Monthly Payment Options
Create a calculation for estimated financing options using amortized loan equation. Let the Nimbus user enter in the rate (r) and term length (n). Set a function to import the estimate total (P) into the equation. The (A) would be the box that shows the monthly payment on the estimates.
Here's the equation:
A = Payment amount per period
P = Initial principal or loan amount (in this example, $10,000)
r = Interest rate per period (in our example, that's 7.5% divided by 12 months)
n = Total number of payments or periods
The formula for calculating your monthly payment…
3 votes -
Page breaks on estimates or invoices
Right now if there are too many items or long item descriptions on an estimate or invoice then the page break cuts off some of the information and makes it difficult for contacts to read. We need that ability to insert page breaks to avoid this.
5 votes -
Change Material Order Status
Would like to manually change the status of a material order like you can an estimate.
15 votes -
Automated Estimate/proposals
It would be useful when creating an estimate, to have the ability to enter in product's width and length and have it automatically calculate how much of the product will be used, along with hrs. it will take to complete said project.
6 votes -
Able to Add Total Labor and Total Materials as Invoice Report Column Option
Include the total labor cost and total material cost in an invoice report as a column option. When I run a weekly or monthly invoice report, I can see the total invoice price and the total costs as line items, but really need to see the total material and total labor breakdown also. It shows on the invoice -- just want to add it as a column option, exactly like Total, Total Cost, Total Paid, Balance, etc options
2 votes -
Accepting Down payments on jobs (Accrual basis of accounting)
Has anyone found a good work around for accepting down payments for jobs that will not start for at least 4-6 weeks. We are on the accrual basis of accounting and currently JobNimbus has us doing an invoice for the down payment then posting a payment against that invoice. This invoice transfers to Quickbooks as unearned revenue which is where it's supposed to go. W
Weeks later, when we start the job, we convert the estimate to an invoice when recognize the income. The problem is the people are getting confused as to what to tell the client they need…
5 votes -
Convert invoice to Paid in Full Receipt
We would like to be able to convert an invoice into a Paid in Full receipt. We have a template design for this but when we sent it to our customer it still shows as an invoice and there are times they don't open the invoice to see it's paid in full. It causes them confusion and makes them think they are being charged again. If we could convert the invoice to a receipt, 1) the file would show receipt, and 2) there could be a separate email to auto-send with the receipt that shows receipt instead of invoice
2 votes -
Add logos of credit card companies to Invoice templates
Ability to insert photos into invoice templates such as "Amex" or "Visa" so customers know we accept these types of credit card payments
3 votes -
Custom field pulls from estimate totals
Can there be a custom contact field that pulls from estimate and invoice totals (subtotal, section total, etc.)?
5 votes -
Ability to use template custom fields in line items
Like template fields on an estimate, it would be great to be able to use fields that auto populate in the line items of an estimate that can draw data from a contact field. This would be helpful for repeated estimates that need the same/similar data.
2 votes -
Formula section for Estimates
I think we need a section that allows us to be able to create simple formulas with the estimate lines. For example: My team uses Hover for a siding estimate. They enter the linear feet of trim that hover displays for "Outside Corners" and it is in a "James Hardie Template". The formula I would need to write is: Outside Corner Linear Feet * .05 (round up) / 12 (12' is the length of the trim for James Hardie)
Don’t get hung up on Hover. We don’t always need a hover, but having that capability to convert a line item…
2 votes -
4 votes
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