Sales and billing

The Sales & billing section of More has Estimates, Invoices, Payments, Products, and Templates. They match the dashboard's Estimates, Invoices and payments, and Products pages. A job's or contact's screen also lists its estimates, invoices, and payments.

Find a recordCopy Anchor Link

Each list has a search box, chips, Filters, and a sort button, and remembers your choices on this phone.

Payments shows totals above the list: Total amount, Payments, Average payment, and By type. Tap them to hide or show the details.

When you open a record from a list, the arrows at the top step through that list.

Read an estimate, invoice, or paymentCopy Anchor Link

Estimates and invoices are read-only in the app. Tap the title, or Open in CRM, to change one in JobNimbus. View job opens its job.

An estimate has three tabs:

• Summary: Financial summary (total, subtotal, tax, cost, Est. gross profit, and Est. markup), Estimate details, Signature, Related records, and Notes.
• Items: the line items, grouped by section.
• Activity: the estimate's history.

An invoice has Summary (including Balance due and Total paid), Payments (the payments applied to it), and Activity. Tap Record payment to record one against this invoice.

Tap a payment to see its Total, Credit, and Method, its Payment details, and Applied to invoices.

Create an estimateCopy Anchor Link

1. On Estimates, tap +. From a job, tap New estimate instead to fill in the job.
2. Under Details, pick the Related job. Change the Status, Sales rep, Location, or Estimate date if you need to. Status is Draft unless you pick Sent, Denied, Approved, Invoiced, or Void.
3. Add line items, or tap Start from a template…. See Edit line items.
4. Add an Internal note if you like. Only your team sees it.
5. Tap Create estimate.

The estimate is saved to JobNimbus. To reuse these line items later, tap Save as template before you create it.

Record a paymentCopy Anchor Link

1. On Payments, tap +, or tap Record payment on a job or invoice to fill those in.
2. Enter the Amount and pick the Payment method. Change the Payment date and add a Reference #, such as a check number, if you like.
3. Under Applies to, pick the Job, the Customer / contact, and the Invoice. The invoice list shows that job's or contact's invoices.
4. Tap Record payment.

The payment is saved to JobNimbus and shows on the job, contact, and invoice you linked.

Look up a productCopy Anchor Link

Tap a product to see its Pricing (cost, price, Gross margin, and Markup for each unit, split into material and labor), Details, and Suppliers. Products are read-only in the app. The units icon at the top of Products opens Units of measure.

Edit line itemsCopy Anchor Link

Estimates, work orders, and templates share the same line-item editor.

1. Tap Add item.
2. Tap Product and pick one under Choose a product. Its price, cost, and unit fill in, and you can still change them. On an estimate or template you can skip the product and just type a Name. A work order needs a product on every line.
3. Set Qty, Price, Cost, Material or Labor, and a Description.
4. Tap Done to fold the line up. Tap a line to open it again, or tap Remove to delete it.

Sections groups lines, such as Materials and Labor. Tap Add next to Sections, name the section, and turn on Show section total if you want its total shown. Then pick the Section on each line.

Under the lines are the Cost, Subtotal, and Gross margin. On a new estimate, Target gross margin reprices every line that has a cost to hit the margin you pick. Use − and + or a preset. Lines without a cost keep their price.

Manage templatesCopy Anchor Link

More → Templates holds reusable line items for estimates and work orders, the same templates as the dashboard's templates. Templates are saved in roofingBoss only.

• Pick Estimates or Work orders at the top, and search the list.
• Tap + to create one. Enter a Template name and Description, add sections and line items, and fill in Default notes. Tap Create template.
• Tap a template to edit it, then tap Save changes.
• Long-press a template, or tap its …, for Edit template and Delete template.

On a new estimate or work order, tap Start from a template… and pick one. Its line items and sections replace the ones on the form. Save as template saves the form's line items as a new template.