Financials
346 results found
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New Sales Experience Estimates with Financing Options in "Months"
Currently when inputting a custom financing option from estimate settings, the system will only let me choose years. This is problematic because if I offer 18 month financing, I'd have to input 1.5 years, but the system won't accept decimal points. So having the option of including "months" instead of "years" would be good for offering that kind of financing if decimals cannot be included (18 months instead of 1.5 years)
2 votes -
"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 -
Import Measurements to Material Orders and Work Orders without estimate conversion.
I want the ability to create material and work orders using measurements, without needing to convert an estimate first. For example, if you use an estimate template with an Xactimate estimate and enter a lump sum in your estimate, you can’t quickly generate material or work orders because there are no line items in the estimate to pull from. This forces you to manually add line items and enter measurements for each, which is time-consuming.
It would be much more efficient if the quantities in material and work orders automatically populated based on the measurements provided, as long as the…
1 vote -
New Sales Experience Introduction Page
Introduction page should have on it the sales person's name, the phone number should have parenthesis and/or a dash in the appropriate places and the company's contact information. Also, the company contact information would be nice to see.
4 votes -
Sumo Quote contracts need to be IHCA compliant in verbage
Our attorney states that if yor contract is not IHCA compliant in verbage, it will not hold up under legal scrutiny. Is the Sumo quote compliant to this fact?
1 vote -
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 out5 votes -
UNDER THE NEW CREATE ESTIMATE
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.
2 votes -
New Payment screen causes more work
The new payment screen requires you to enter payment amount twice. Why add work and possible mistakes? Please make it where you only enter once
1 vote -
Need commissions to auto populate so they don't need to be assigned. Also, need the ability to have a manager override commission applied.
Currently, the sales rep is assigned a job, but the system doesn't automatically apply the desired commission structure. This is a very basic feature. Commissions should not have to manually be applied to each job for a sales rep. Furthermore, there should be a feature to enter a manager override commission so that a second commission would automatically be applied to jobs for a particular manager. This could be done by creating a team and applying the override to the members of the team.
1 vote -
Auomatically Include Work Oders, Material Orders, Paymets in Budgets
I would like to be able to automatically push work orders, material orders, payments, etc into the budgets so it's not being input twice.
9 votes -
Recover Deleted Templates
I would like to be able to recover any deleted templates in settings.
3 votes -
6 votes
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Labor Cost in addition to Job Cost on work order
On work orders, when editing it breaks out labor costs as well as material cost, but when you save it it lumps it all together and you cannot see them separately without going back into edit the work order. It would be very nice for us to be able to save the work order with just labor cost on it, so we can send our subcontractors out into the field with a pay sheet, so they know what the pay is (based on the products and services labor cost) on the job before work has started.
1 vote -
Layout Example - Gutters
It would be nice to have an example layout added into the new sales experience that shows a Gutter estimate/layout
1 vote -
NSE - Product selections populate automatically into orders
Homeowners complete the product selections space on the Authorization page with information on colors. It would be helpful if this information populated directly into the JN orders so that office staff have all the information they need directly on the order instead of going back and forth between the signed estimate and the order. it would also minimize errors when entering the correct colors because it auto-populates those fields.
3 votes -
Can not edit estimate templates in new estimate feature.
I can not edit an estimate template in the new estimates.
1 vote -
JN Payments = Major Reconciliation Hassle in Quickbooks
There are two levels to this issue. We have down payments via JN enabled, which is the source of all the frustration. First, JN payments does a poor job of reporting the amount the customer was actually trying to pay us. Between ACH (we pay the fee) and credit cards (customer pays the fee) it has been very difficult for me to figure out the amount the customer was intending to pay. It should very clearly state the amount the customer is paying us, any fees WE are paying, and to a lesser extent any fees the CUSTOMER is paying.…
1 vote -
Manual Financing option shown on signed estimates
Show which financed price is selected by the homeowner on the signed estimate PDF and as a status on the financials page under estimates "Fully signed - with financing"
3 votes -
🪲Bug/Issue with Markup calculation in Reports🪲
I've stumbled across a bug where the markup calculation isn't able to generate because "Cost" and "Total/Revenue" are equal, despite cost being different in the estimate. After some research, the common denominator appears to be single line estimates where the Product has a UOM of "Item"
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.
6 votes
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