Financials
270 results found
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Deposit Required Line for Estimates
Is there a way to add a Deposit Value on quotes.
So the sums total would look like this.
Quote Price $10,000.00
TAX $500.00
Sub Total $10,500.00
Deposit Required $5,000.00
Balance Due on Completion $5,500.0023 votesThere isn’t a way to require a deposit at this time on the estimate, but you can add it as a line item and that will help in the meantime until we have more native support of this feature.
We’ll keep you posted!
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Totals for Labor & Material Cost shown when editing
The new labor and material split integration is great. However, not showing the total labor and total material at the bottom of the estimate (for us, not the customer) makes it very difficult to find what the totals are. We would have to add up each line item (sometimes 40 line items) to find the total labor cost and total material cost for each estimate. This makes tracking efficiency of estimates very hard when comparing estimate to actual.
11 votes -
More control of editing estimate templates
I am trying to edit an estimate template and would like to edit the name of it to reflect what I am using it for but can only edit items. Also, would be nice to be able to duplicate a template as I can use various template versions of exterior door install, include paint/stain, install trim or not, etc etc
15 votes -
Warning When Attempting to Edit, Attach to Contacts/Jobs that are Archived
Have a pop up on Paid and Closed clients when someone attempts to add an attachment?
We are running into an issue with invoices added to the job after it is closed - which we can adjust - but the person needs to be informed it is Paid and Closed so they can contact the office.The pop-up could say, "Paid and Closed Client. Do you wish to proceed?"
20 votes -
Sync Budgets/Job Costs With Quickbook
So all appropriate parties could see actual current expenses to compare to their job budgets.
77 votes -
Percentage finance charge
We would like to be able to assess a finance charge on a past due invoice at a certain percentage rate that could change... At this time, it has to be manually calculated.
11 votes -
Decimal Point Control - More or less decimal points in Quantity
Some of our billing is progressive on the terms of 3 payments broken into 1/3, 1/3, then the balance. If I put .33333333 (since JN doesn't automatically convert the fraction 1/3 to a decimal) in the quantity column and the price of $16500, JN returns a value of $5445.00 which is due to the fact JN takes my .33333333 and shortens it to .33.
$16500 x .33 = $5445
$16500 x .333333333 = $5500$5445 is $55 short of the $5500 I should be charging on our first bill.
Of course the workaround in the meantime is to enter "1/3…
12 votes -
Ability to attach EagleViews or Scope Reports to Work Orders
I see the awesome new feature that allows us to attach photos to work orders or material orders.
This would be great if it could extend to other documents in attachments. For instance; if we could attach the Eagle View along with the Roof Labor Order, it would be more efficient on our end!
I have seen that this idea has been "completed" but it only allows attachment of photos onto labor/material orders for me.....Does our version of Nimbus not support the new function?
19 votes -
Move Invoice and Estimate to different Contact
When there is an error with linking an invoice/estimate/etc to a wrong account, I am unable to find an option to change the "contact" to the correct one when I open up the document. Please make the "contact" field editable like other fields are in JN.
36 votes -
Auto Save For Estimates, Documents, Templates, etc.
Twice today !!! I lost my whole estimate because I have a stupid laptop!! I would love it if the estimates i was creating would auto-save every few minutes!! PLEASE!!! I have lost more than an hour of work today!! :(
64 votesWe definitely understand the urgency here and apologize for the lost work and time. We’re looking into this, though we aren’t able to provide an estimate of when this would be available. We’ll keep you posted.
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23 votes
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Add Supplier Information / Material Order Fields to Material Orders
Unable to add custom fields or which supplier I am using to the Material Order
34 votesThanks for the suggestion!
In the meantime, you should be able to create custom Contact fields (or Job fields if you have Jobs enabled) for “Supplier” and other fields you want to appear on the Material Order and then have them inserted into the Material Order templates upon creation.
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Completely Customize Work Order Templates
While I've been able to customize the work orders to some degree, there are a few things that I would like to adjust and can't. Complete customization would be great!
19 votesWhat specifically would you like to customize?
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Work Order design for sub contractors - contact info, signatures, etc.
We use our Work Order's as the contract with the SubContractors with terms and conditions for their scope of work. Having a contractor digital signature line would make that easier.
28 votesWe’ll have something to announce for this coming soon. Stay tuned!
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Page Numbers on Estimate
When creating an estimate and it is longer than one page it would be great to have the pages numbered.
26 votes -
Print preview when creating new templates
When creating new templates the only way to make sure the document creator is properly set up you have to create an actual document and view it in PDF mode which is a bit cumbersome.
A way to quickly print preview without having to recreate a document each time would be nice to save time when setting up new docs or modifying existing ones....
18 votesDefinitely something that will be coming!
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Warn About Unsaved Changes when editing invoices
Several times now I have backspaced while creating an invoice and lost all the items I had entered because it went back to the previous page. It would be nice if there was a warning asking if you want to leave the page with unsaved items.
16 votes -
Change Orders
If Change Orders were available (especially if they automatically updated the budget) that would be awesome! Also, if an option for attachments allowed "folders" of some sort, that would be helpful. We use attachments a lot and it gets messy with prints, photos, docs, etc all being in one place.
38 votesWe want to officially support Change Orders soon, but in the meantime most JobNimbus customers are using Work Orders to manage this work.
As for folders, you can vote for that specific feature here: http://jobnimbus.uservoice.com/forums/136212-general/suggestions/6066331-folders-for-attachments
Alternatively, you can use File Types to act as “folders” for your attachments. You can manage your file types by going to Settings > File Types and setting different ones, essentially what would be “Folders”, and then you can use those “folder” names (or file types) to filter your Attachments list based on those “folders”. It actually works pretty well if you have it set up right.
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Total Estimate Discount Percent (%) on estimates, invoices
Be able to have a line item availability on estimates (and invoice) at the bottom for discount percentages and dollar amounts. We give specific discounts and would like to be able to show these amounts in writing and have it calculate in the estimate and invoice based on the total of the job.
73 votes -
More Control Over Estimate Status Sync to QuickBooks
We often have jobs with multiple revisions of a quote and multiple estimates. When this is synced with Quickbooks, it pulls over ALL estimates regardless of their status. Could we have the "denied" estimates either NOT sync with Quickbooks or at least sync to the inactive estimate status within quickbooks?
Otherwise, we have to sort through them manually to determine which is the correct estimate to bill from etc.
6 votes
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