Financials
384 results found
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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 -
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…
4 votes -
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 -
NSE insert token field options
NSE insert token field have the option to add customer email and customer phone number
3 votes -
NSE - Estimate details page include logo
The estimate details page to include the company logo on the page.
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 -
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 -
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 -
Restrict Which Team Members can Place Orders
We have the Beacon and SRS integration, but we have no control over who can place orders. We would like to be able to control who can place orders, or maybe even have a material order require approval from a manager or admin before it can be sent to our supplier.
4 votes -
Separating material, labor and markup costs and prices per section option.
We typically send pricing for multiple scopes of work and when a job is completed and we're getting ready to pay our subcontractors we like to reference the initial estimate to see what we priced for true labor cost and we need to see it per section but right now the labor and material costs are for the entire estimate. An option to see the costs broken out per sections would be helpful.
5 votes -
Show Full Estimate on Proposal
When we upload an estimate into Job Nimbus under proposal, it say "show more" and minimizes the estimate. We would like it to always show all of the estimate under proposals.
1 vote -
Import, Export, and Bulk Edit Products & Services
It would be helpful to be able to bulk/batch edit Products & Services, as well as the ability to download a CSV to edit and reimport.
218 votes -
Change the location of a Material Order or Work Order or jobs they are attached to
Sometimes a material order or work order gets created on the wrong job. Right now there's no way to move it to the correct job you have to cancel it and make an entire new one. It would be nice if you could change the location of things.
1 vote
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