Financials
539 results found
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Able to not send an estimate via email when signing
We just use paper estimates
1 vote -
CC email feature for web version. As of now only the mobile version features Carbon Copying.
Currently only the mobile version allows you to CC multiple email addresses to the email.
Web version should allow you to carbon copy as well.4 votes -
Keep Hidden Sections Hidden when Converting Estimates
Once an estimate is approved and we convert it to an invoice don't show the sections that were hidden in the estimate. Whatever was showing in the estimate should show up the same on the invoice.
1 vote -
1 vote
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1 vote
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Need an option on budget commissions for percent of net profit
Need an option on budget commissions for percent of net profit as this will help paying sales reps with Company overhead taken out of equation not affecting gross profit margins
16 votes -
Hide invoice items if already hidden on estimate
The sections from the estimate that are hidden don't automatically transfer over when converting to an invoice. Would like that to automatically happen
3 votes -
Options to customizer the Estimate Details
Options to include the company logo and sales rep information on the estimate details page in the New Sales Experience
2 votes -
Require Full Payments
Want to be able to change it to require customer to pay in full
3 votes -
Option for Estimates to Sync with QBO upon creation AND be able to edit Estimate numbers MANUALLY
Right now, when we create an estimate in JN it does not automatically sync to QuickBooks until it has been ‘approved’, or the status has been changed to ‘sent’. This is causing an issue because the estimate number is not recording in QuickBooks upon creation of the estimates. If an estimate is then created in QuickBooks either by mistake or for any other valid reason, the estimate numbers become duplicated. When this duplicate estimate number occurs, my JN estimate will no longer transfer to QB because there is a confliction of duplicate estimate numbers.
To top it off, I cannot…
1 vote -
Financing For All Estimates
Currently, with the New Sales Experience, financing needs to be enabled per estimate. It would be best if we could enable it for all estimates to give the option to our customers and reduce excess work on our end.
2 votes -
Homeowner Estimate Question Without Sending Attachment Back
Currently with the New Sales Experience, when a customer replies to the signature request with a question it emails us the attachment again, which attaches it to the job record. This creates duplicate documents. It would be better if there were a button so the recipient could raise a question with the estimate and not attach it to the email again. Or if the system could recognize the document is the same and not attach it to the email.
2 votes -
Mark up on Estimates
Ability to use the mark up function on estimate similar to how set up on Sumo Quote in the New sales experience.
1 vote -
Customize layout of NSE Estimate Details Page
Would like the ability add and arrange columns on NSE Estimate Details
1 vote -
Estimate inspection page not displaying as intended
Inspection page is not picking up the first section title, instead is only showing page title, then skipping to the next section title. Would prefer if the text for Inspection is larger than the text for the other section titles as well
2 votes -
Warranty Tracking
logo is looking for a better way for them to keep track of warranties for homeowners.
2 votes -
Company Logo on every estimate page
Add company logo to every page of an NSE estimate
3 votes -
Edit price on estimate for insurance
Need to be able enter prince the profit and loss for insurance when building an estimate
1 vote -
Add Product to Converted Invoices (Legacy Estimate -> New Invoice)
When converting a Legacy Estimate into a New Invoice, you cannot add a new line item until you add a new section. However, if using NSE and New Invoices or Legacy on both, it allows you to add a line item without adding a new section. Would be great if the Legacy -> New conversion allowed for the same.
2 votes -
Allow Supplemental Items on NSE Estimates
Allow Supplemental items to be listed in the estimate but have a feature to toggle the price of the line item on and off. That way they can be listed out on the estimate and then turned on and off based on what is approved from the insurance company. Currently I have to list them in my estimate but change the price individually to $0.00 until they approved and then I have to go change them back to the price when approved.
2 votes
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