Financials
333 results found
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JN Payments = Major Reconciliation Hassle in Quickbooks
There are two levels to this issue. We have down payments via JN enabled, which is the source of all the frustration. First, JN payments does a poor job of reporting the amount the customer was actually trying to pay us. Between ACH (we pay the fee) and credit cards (customer pays the fee) it has been very difficult for me to figure out the amount the customer was intending to pay. It should very clearly state the amount the customer is paying us, any fees WE are paying, and to a lesser extent any fees the CUSTOMER is paying.…
1 vote -
Manual Financing option shown on signed estimates
Show which financed price is selected by the homeowner on the signed estimate PDF and as a status on the financials page under estimates "Fully signed - with financing"
3 votes -
🪲Bug/Issue with Markup calculation in Reports🪲
I've stumbled across a bug where the markup calculation isn't able to generate because "Cost" and "Total/Revenue" are equal, despite cost being different in the estimate. After some research, the common denominator appears to be single line estimates where the Product has a UOM of "Item"
5 votes -
Formatting Options in New Sales Experience
Add ability to format phone numbers and email addresses in the new sales experience. Right now, the email address cannot be capitalized and the phone number does not include any dashes, which is hard to read.
6 votes -
Invoice template to choose if I actually want a "New Section" added or add a standard line item
Invoice template to choose if I actually want a "New Section" added or add a standard line item.
The old format let you select one date for both date of and date due.
The new format is impossible to see everything that will appear on the invoice until you save it.
1 vote -
Correct Estimate Total
On the boards section and insights, we use SumoQuote for our quoting software, which pulls into Nimbus. I would like to see that estimated total be used, not just approved estimates.
1 vote -
Calendar display options similar to job cards on boards
For more efficient job scheduling, it would be helpful if I could see financials displayed on the calendar or pick what I want displayed on the calendar like I can with job cards on boards. For example, we have a sales goal each day we try to schedule to, so it would be helpful if I could see recent invoices/estimates displayed on the calendar. Currently I have a job board list for "scheduled jobs" with financials displaying on the job cards. It would be much easier to schedule jobs if I could see financials on the calendar. It would also…
1 vote -
Report for products and services sold
In insights, I would like to the option to pull reports by products and services sold or estimated.
1 vote -
NSE insert token field options
NSE insert token field have the option to add customer email and customer phone number
3 votes -
Import estimates into sumoquote
It would be great to be able to import Legacy estimates into the SumoQuote format. Currently you can do that with the "Proposals".
This would give greater flexibility to the SumoQuote functionality and would serve as a way to also capture the costs (labor, materials, markup, and margin) associated with that SumoQuote. Currently we have to create the estimate in 2 different places in order to get that information.
The SumoQuote function is fantastic...just needs some tweaks. This one is a pretty big functionality though.
(Will put this separately, but we need to be able to convert a SumoQuote to…
1 vote -
Pass ACH Fees to customer
Pass ACH Fees to customer just the same as the Credit Cards Fee gets passed on to Customer.
1 vote -
Make Crew Pay and Job Costing Easier?
Almost all of the financial features (invoice, credit memos, etc.) have ability to save templates with pricing. However, work orders do not include a price component. We want to be able to save a template for each of crews at their different rates. This would allow us to create a work order, load a template for that specific crew at their specific rates when we send the work order. This would cut down on confusion over crew pay and would result in faster crew pay.
Example: Go to "Work Orders" > fill in all the normal labor lines for a…
11 votes -
UNDER THE NEW CREATE ESTIMATE
I was messing around with this NEW feature - and I do not like the fact that you cannot go back in and edit after someone "signs" it. We have a TON of customers that change/update/add/delete items after they have already signed. This needs to be made so that you can still go back and make changes and have it resigned if needed.
1 vote -
Freeform Emails when sending payment request
I would love to be able to free form emails when sending payment requests. I like to be able to personalize all of my messages.
1 vote -
Be able to set specific time periods for when the proposal link expires
It would be nice to be able to set a time frame for when the proposal link expires.
5 votes -
Batch ALL FEES associated with JN Payments ONCE per month!
PLEASE process Credit Card and Check Payments exactly as they are requested/offered. THEN at the end of the month/or beginning of the following - deduct a ONE TIME PAYMENT of all fees batched together for the entire month. This will GREATLY simplify users accounting issues and stop each payment from having TWO line item payments associated with one invoice. It will remove the issues suffered due to additional fees. I truly believe you will get more buy-in on the JN payments option if you streamline and simplify the fees into ONE LUMP Payment. Vote Everyone! This will take away a…
3 votes -
Warning Messages
Is there a way to initiate a prompt response on some of the New Sales Experience issues we are having with us. I’ve sent at least 33 emails on this issue and have yet to hear back from anyone. I do understand it. This is it that is in in other stages so there will be complications and stuff like that but an update as far as like what to expect and potentially warning messages templates made disappear or these features made get locked up for certain appear time would be beneficial and help us better plan around how to…
2 votes -
Build Estimates
Need another column that will add in type that will indicate what quantity or type such as:
SQ, BDL, BOX, ITEM, ... we expect many items to choose from within the template1 vote -
The ability to have the name of the paying customer on the receipt instead of the primary contact.
The ability to have the name of the paying customer on the receipt instead of the primary contact.
3 votes -
different measurements per job
I would like to be able to put different measurements for different material types on 1 estimate. I have several jobs that have several scopes of work just on the roof. For example, I have a job that has shingles, standing seam, and TPO on the same house. The problem is, they are different sizes, so I have to manually input my material and labor cost quantities at the moment. Would like to be able to separate the measurements by the type of product being used if at all possible.
1 vote
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