Financials
413 results found
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Move financials between jobs
Ability to move financials between jobs
1 vote -
Bold and Italicize Description
Be able to Bold and Italicize certain words within the descriptions so that things are clearly visible and can make for easier communication and understanding of the descriptions.
3 votes -
Products & Service supplier details
For the materials, it would be awesome to have all the details about the products, including the ability to add photos to the product itself (not just the estimate, so it can be reused);
Adding vendor contact/ order info, including hyperlinks to their websites so ordering materials is much faster with a few clicks.
Adding internal notes for anything else, like last updated pricing, Part Numbers or things you just don't want the client to see.
2 votes -
5 votes
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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 vote -
line item list
It would be really helpful to have a place where we could have a pricing list for all of our billable items. We can currently access them in financials when you type in the line item. Is there, or could you add a place where you can access all of those in one list or spreadsheet?
1 vote -
Work Order Attachment
The ability to attach photos to a work order before it goes out to the installer.
2 votes -
Be able to record commission overrides
Setup budget feature to track override commissions. There should be a separate configuration in the system for sales managers to designate an override amount so whenever anyone from their team gets a deal, they get a percentage.
6 votes -
Ability to edit split payment dates after the first payment is recorded.
We need to be able to edit the payment dates on an invoice with split payments after the first payment has been recorded. Right now, once a payment has been applied you can't edit the other payment dates.
11 votes -
5 votes
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Show old format when making revisions
I would like to see old estimate format when making revisions. If it were to pull up in a separate window, that would be helpful
1 vote -
Sort Option for EVERY Section
Every section of JobNimbus should have the ability to sort by status. We run into this issue a lot where we're working with a customer (ex. a major builder account) with many jobs. To have the ability to look under Financials and sort by "Open" or "Sent" invoices would save a ton of time. But the same thing is true for estimates, work orders, etc. Sort by status.
1 vote -
Customer info on withdrawals
I would like to include the customer name on the withdrawal reports in the JobNimbus payments portal.
1 vote -
Budget automation
Can the budget section be automated. Where it takes the totals of the estimate/invoice, commissions, work orders and material orders automatically. SO when ever you add a new work order or material order it updates the budget totals.....?
14 votes -
Custom Totals in estimates
Currently entering in line items and prices it adds up a total on the lower right. At times, we may not want to add prices to line items and just input a custom grand total. It would be nice to not have to input prices in the line items, or sections totals, and just be able to type a grand total into the sub total and total at the bottom of the estimate.
15 votes -
Invoices Reflecting Overpayment
Invoice amount is for $200-, customer over pays say $225- it just marks the invoice paid, it shows the credit down below in the invoice payment section. We'd like the invoice to show a negative number until we enter a credit memo to reflect us reimbursing the customer or accepting the over payment for transparency sake.
17 votes -
Work Order conversion automations.
I want to be able to set up automations based on a work order being converted from a Work order to INVOICE.
1 vote -
Smart estimate adding text for contract
Please add a way to add contract language/verbiage to the smart estimate
5 votes -
Toggle Button for credit card fees on estimate.
We absolutely need a toggle button enabled to turn on and off credit card fees on each estimate not just an “all off or on” button. Not being able to switch this on for a contract payment the other day ended up costing us $900 in credit card fees. This needs to be fixed sooner rather than later. Thank you
11 votes -
Turn two estimates into one invoice
It would be great if we could turn two estimates into one invoice just like we can do in QuickBooks.
5 votes
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