Financials
407 results found
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Autofill Estimate Name with Job Name
The Job Name is auto-filled into the Estimate Name (of course, with the ability to change it) or the ability to insert tokens into the Estimate Name field, with tokens that include the Job Name.
1 vote -
Add delivery date field to Material Orders
We'd like to be able to add a delivery date to our material orders again, the new updates have removed this feature so now we have to create a workaround with the supplier comments - it would be easier to communicate with suppliers, along with track and report on this data with a set date field.
2 votes -
Ability to text customers the link to sign an estimate
I would like the ability to copy the unique signer link for an estimate or contract directly from JobNimbus so it can be shared with customers through methods other than email, such as text. This would be especially helpful in cases where a customer cannot access their email, ensuring a smoother and more flexible signing experience.
3 votes -
Estimate Template Building
If anyone has ever used Sumoquote to build estimate templates / Layouts they will come and try to use the Nimbus version and be horrified. I can whip out multiple high detail templates in a few hours in SUMO. In Nimbus I must jockey 2 tabs at top of screen and go back and forth between products and services and the other tab with the layout loaded. 1 line Item to edit is up to 15 minutes. The changes made in Products and services don't immediately show up on Layout template. I usually have to refresh and delete / add…
2 votes -
ROOFSNAP: Be able to seamlessly integrate Roofsnap measurement fields into the JN measurements
right now Roofsnap can only be added to measurements by uploading the sketch CSV file to JN. But not all the fields are pulled. Only the very basic ones. We still have to complete some fields manually. It would be a good idea to integrate Roofsnap just like you did with Eagleview
1 vote -
Keep Legacy Estimate OR Make A Simple Estimate
We use the same wording and info on ALL estimates. Simple. Easy. We just want to select estimate, add dollar amount, and be done. Thank you.
1 vote -
Mass Email Payment Requests
have a button on the financials dashboard to send out the payment link to all customers with an open balance, and filter by status (great for deposits or week of install, or for final invoice/closeout)
2 votes -
INVOICES: Be able to split payment in US$ not only on percentage
Allow to split invoice payments in US$ amounts and not just in percentage. Sometimes, especially with insurance claims we charge invoices based on stages but that requires splitting in terms of dollars not in percentage.
1 vote -
Include Tax from Supplier on Estimate Total
When preparing an estimate, there should be an option to calculate the tax that will be paid to the supplier along with the material order. This ensures that the material cost in the estimate reflects the actual total cost, including tax, rather than just the pre-taxed subtotal of the materials needed. Since this doesn't currently build in the tax we will pay to our supplier, the tax that ultimately is charged on the material list cuts into our profit margin since it wasn't accounted for in the estimate.
6 votes -
New sales experience - Ability to convert estimates to work orders and material orders
Unlike the legacy format we can no longer convert estimates to work orders and material orders unless they are signed. This is very important for us when we are sending our material or labor lists for subcontractor bidding and supplier pricing prior to presenting our proposals. We tried changing the estimate status to approved, but that doesn't work. Only signed estimates can be converted. We've had to duplicate and edit the estimates to make them look like a WO or MO, and since there are no internal notes available we can't tell what is what looking at the financials screen.
7 votes -
Delete pages on NSE layouts
Allow the ability to have default pages be deleted, not just "excluded pages".
1 vote -
Send Estimates for Signature Through Text
For those using the text feature, it would be nice to be able to send the prepared NSE docs for signature through text message
4 votes -
Sales Tax by Line Item
I need to be able to tax certain lines and not others on an estimate. In our state, replacements are not taxed but repairs are. So if I have a roof repair and 1 window being replaced, right now I have to either give the customer 2 separate estimates or charge tax on non-taxable work. In QB we can choose whether or not to tax individual lines, so the same feature in JN would be a big help.
1 vote -
I would like to convert the Work Order into a bill that Syncs to QBO, As of right now, its a lot of double entry that should b
I would like to convert the Work Order and or Material Order into a bill that Syncs to QBO, As of right now, its a lot of double entry that should be an easy fix
1 vote -
Add Photos to New Material Order Tool
On legacy material orders, we could add photos to the order for our supplier. This was especially helpful when we needed to order something unique, like a skylight.
3 votes -
Commissions Paid amount doesn't change if expense is added
We pay half of the commission when our salesman books a job, during the job if expenses come up that were not planned for, if we change the budget the commissions marked paid should not change. That is why we should have the ability to pay off of the ACTUAL GP on the job, not PLANNED.
1 vote -
Automate changing an invoice status
I am using an email automation to send an invoice link to our clients when an invoice is created. However, this does not update the invoice status to "sent". I would like the invoice status to update when an invoice link is sent to the client through automation.
1 vote -
Option to remove sales rep's email and phone from cover page
We do not want our clients to email or call our sales rep, but to have the office number and email only on the front page. Currently there is not a way to remove this information from the cover page.
1 vote -
Ability for Multiple Margin Sliders for Each Estimate Section
Currently, the margin slider for NSE estimates only affects all the sections of the estimate. In the future, it would be nice to have the option to only apply the slider to specific sections or have multiple sliders per section.
3 votes -
Add multiple contacts to invoice to show all responsible parties
I can add multiple folks to sign the contract/estimate but can then only have one of those folks on the invoice. I know i can email an attachment of the invoice to more than one person, but I'd love to have all responsible parties included on the invoice as well!
2 votes
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