Financials
254 results found
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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.
3 votes -
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.
2 votes -
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.
3 votes -
Bulk / Batch 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.
188 votes -
Store Credit Card Information
The ability to store credit card information
4 votes -
Payment Receipt Notification Emails
Currently, when customers submit payments through JNP, the payment receipt email gets sent to the customer and sales rep. As the owner, I would like to receive these emails. Having a way to choose who these emails go to would be very helpful. The notification emails from the payments portal look different and I prefer the layout of these payment receipt emails.
3 votes -
Void Stamp on Voided Invoices
I would like it to say "Void" at the top of an invoice when voided, just like it says "Paid" when paid. That would surely help us decipher if just glancing at thumbnails when trying to attach documents to emails, or really just in general it would be nice for reference later.
7 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.
3 votes -
Better JobNimbus Payment Reports
I would like to have access to reporting in JobNimbus Payments where I can differentiate withdrawals with fees instead of an entire lump sum.
4 votes -
Payment status options
Option to change payments to void or returned if they fail for any reason. Almost like an activity log for payments where even if payments bounced for any reason, you can see they've attempted to pay in the past and maybe even see if it's a recurrent issue with them.
4 votes -
Optional sections
The software we're transitioning from is a lot more basic than JobNimbus, but it already has this so it's disappointing that JobNimbus doesn't. Basically, have the customer be able to select what sections of the estimate they would like and this would determine their total estimate price (for good better best estimates for example or multi-trade estimates). Just have a checkbox for them to select by each section. This could easily allow upselling and cross selling without making the estimate a mess that then later has to be commented on by the customer, edited, and resent.
24 votes -
Budget Categories
Within a singular budget, there should be more categorical breakdowns in addition to Labor.
For example -- material category, labor category, overhead category. That way I can run an accurate report on Commissions paid/ unpaid, labor paid/unpaid, material purchased.5 votes -
Functionality for recurring payments/saving customer payment information in JobNimbus
Functionality for recurring payments/saving customer payment information in JobNimbus
7 votes -
9 votes
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Auto assign sales rep to new work orders
Ability to make new work orders auto assign to the sales rep rather than the assignee. Our leads come from SalesRabbit and only assign the sales rep. This causes confusion when someone else makes the work order and it doesn't auto assign the sales rep to the work order
3 votes -
Budget Payout Date Change
Coming from a business that has been operating and signed up with JobNimbus later on in the year, the budgets are being implemented to see what our profit to loss ratio is looking like as well as the evaluate expenses. When building these budgets the Sales Reps that have already been paid their commission on the job are getting confused because the "Mark Paid" button does not have an option to change the payout date. Especially if you are paying out 20-30 people as I do on Fridays, I would like to be able to back date for future date…
3 votes -
Duplicate an Estimate
There is a duplicate feature, but it cannot be used to duplicate an estimate. It would be a lot easier to duplicate an estimate in case we need to move an estimate to another contact, a related contact, or second job under the same contact, etc.
4 votes -
Rejected payments should update in the financials tab
Rejected payments in JobNimbus Payments should update in the financials tab in JobNimbus. Currently, rejected payments still show as though they were accepted and processed in the financials tab.
2 votes -
Gross Margin estimating as an option instead of Markup
Hi, can an option be added to use gross margin instead of markup on the products and services? Almost every company I know uses margin instead of markup and it would be great to be able to properly manage and price to this inside of JN instead of having to have a separate spreadsheet for pricing every item.
Almost all of the JobNimbus competitors also use gross profit margin and it is much clearer and less messy process. Thank you for the consideration!
8 votes -
The ability to connect multiple bank accounts when having multiple payment locations.
The ability to connect multiple bank accounts when having multiple payment locations.
2 votes
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