Add material & labor lines to budgets for better job costing.

Customer should be able to accept or decline estimate from the email sent and offer them a digital signature which would then show accepted in the job. This would then make our automations proceed.

Currently items under products and services have three quantities, Cost, markup and price. It would be awesome to have: material cost, material cost markup, labor cost, labor cost markup and a final price. And on the estimate have those two extra columns as well with totals at the bottom.

Having this feature would allow us to track labor cost and material cost per job with out having to jump through a lot of calculation hoops to get there.

Sometimes we use automation to send emailed alerts via a template. Currently the templates allow for a lot of different options for field inserts but I did not see any option to choose the hyperlink for the contact or job anywhere. This would be a very useful addition for us because then when an user receives an alert, they can click on the hyperlink to open the contact/job in a new tab. This will both save time and make emailed automation notifications easier to use!

On the estimate be able to have options. So that the options do not all total together at the bottom. Right now it gives an unaccurate total amount.

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.

Need to customize Payment Methods and be able to edit other payment methods. I.E. In house Finance, Greensky, PayPal, Square, ect.

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

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?

Running Commissions in Budget would be easier if we had the option to split commission by net profit

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.

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!

We have some clauses that are not financially related that we want to include in our estimates. We can hide the amount of the line item but a $0.00 still shows up in the section heading. We'd like to add a section in the estimate that is not financial such as terms and disclosures.

Unable to add custom fields or which supplier I am using to the Material Order

Under Financials & Estimates, the ability to create "Payment Acknowledgements / Receipts" for deposits &/or progress payments without changing the status of the estimate to "Invoiced".

Another great feature would be one with the ability to send a deposit or progress payment request that ties into the estimate and shows any prior payments.

It would be helpful if there was a way to add subtotals throughout the estimate. For example, sometimes we have to do a subtotal for roof, a subtotal for gutters and then an overall total. Is there a way to do that already?

Thanks for the help!

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.

I use the budget tab to calculate P&L for each contact and divide out commissions.
I often advance portions of commissions to sales reps.
It would be great if I could add a negative - number as commission in the budget.