Financials
414 results found
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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 -
Edit Saved Estimates as a Data Table
I feel like this entire process to create "Saved Estimates" should be under the template settings (as it's own tab since there's a lot and I already don't like how clustered all of the templates are).
I would like the ability to re-name the templates and/ or bulk edit fields as a table of data (like a content manager for a website - see attached for example)
1 vote -
DESPERATELY NEEDED ADDITION TO THE PRODUCT CATALOG AND QUOTES FUNCTION
Adding a section on each line item to add internal notes such as bulk cost breakdowns, part numbers, last time pricing was updated notes, etc. BuilderTrend has this functionality and it is so helpful in both the price catalog and when writing quotes.
3 votes -
1 vote
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Ability or button that would auto update product and services when pulled from saved estimates.
Ability or button that would auto update product and services when pulled from saved estimates.
1 vote -
Add a Project location column mainly for Budgets
We have property management companies, some with up to at least 50+ properties. I can't tell which budget goes with what project/property without opening each one up! Please add a column, like the Internal Notes maybe, where we can at least put each address of each project!!! Thank you.
1 vote -
Add United Inches to Smart Estimates
The ability to add United Inches to smart estimates. Stated door and window companies cannot use smart estimates due to the lack of measurements available!
1 vote -
Set new default Estimate Template when creating new estimate
Reorder estimate design template options when creating new estimate
2 votes -
IINK--
I would love it if yall did business with IINK!!! lots of us PA's and contractors use IINK and it would be awesome if this was part of your system as well.
1 vote -
Customize estimate design templates
Request to change the default color of blue on estimates to a different color, or to be able to customize the design.
2 votes -
Ability to reverse/undo a voided invoice
Ability to reverse/undo a voided invoice so that it doesn't clear the quantity plus the amount fields.
1 vote -
Remove automatic highlight when clicking into estimate descriptions
When editing an estimate, if a line item description is clicked into it highlights the whole description body. It would be great to get rid of this functionality... There have been a few times where estimate descriptions have accidentally been deleted. Yes, I understand that 'ctrl-z' is a thing.
1 vote -
Ability to add custom fields to invoices
It would be great to be able to add custom fields that can auto populate check numbers to the invoices to show applied payments.
2 votes -
Deposit due date without remaining due date on invoices
We are a contracting company and require a downpayment for our large projects. We like the split payment feature, but we do a lot of projects months in the future so putting a final due date on the invoice isn't realistic and we don't want the invoice to show overdue. We would like a way to split the payment with a required date for downpayment but an open date for the remaining balance.
8 votes -
Gating on which Products and Services go to QuickBooks
All Products and services in JobNimbus sync into QuickBooks. Many of these are used only for Material Orders which do not sync to QuickBooks therefore they are not needed or used in QuickBooks. Users should be able to select which products do or do not need to go to QuickBooks.
5 votes -
Be able to toggle off profit, margin and total on mobile app
Be able to remove the profit, margin and total area on an estimate on mobile app.
2 votes -
Send Invoices with additional attachments
Ability to attach other documents to invoices sent from the financials tab. This way the invoice will show as sent, and can include a contract document, or other documents as needed.
2 votes -
custom statuses for invoices
Ability to set custom statuses for invoices
2 votes -
Section total at the bottom of the section
Currently when we put a new section on the estimate it shows the total for that section at the top. I would like the option to show the section total at the bottom of the section.
8 votes -
Commission changes logged in Activity
I would like better tracking of commissions on budgets. Specifically who marked a commission as paid/unpaid
3 votes
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