Financials
238 results found
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Entered 0 for unit of measure on smart estimate and it added 1 unit to the estimate
Entered 0 for unit of measure on smart estimate and it still added the line item to the estimate
6 votes -
Edit invoice layout
Add ability to edit invoice layout to better accommodate longer invoices and prevent payment options from being cut off.
7 votes -
HTML Button Links
It would be nice to be able to have "clickable buttons" that you can code in the HTML part of templates.
2 votes -
The ability to turn off payments for estimates and leave it on invoices.
The ability to turn off payments for estimates and leave it on invoices.
2 votes -
Customize Financial Tab
It would be nice to have the ability to hide certain sections of the financial tab and/or move different sections and sort them accordingly (i.e. move credit memos to the bottom).
2 votes -
Apply same amount to different invoice
I need to know how to take payments that have already been applied to an invoice and apply them to a different invoice.
2 votes -
Hold Smart Invoices
When creating a smart estimate template, it takes a lot of time. It also may take a lot of people to collaborate. I would like to save an unfinished smart estimate template. At this time I can only save it if everything has been filled out. If I run out of time, or need to take care of something that suddenly comes up, I will lose all of my effort.
I suggest adding a "Save and Finish Later" button to the template so that all my work is not lost if I do not have the time to finish everything.4 votes -
Sync JN Budgets to QuickBooks
For budgets, it would be great to be able to have them sync to Quickbooks for commission payments purposes .
3 votes -
Smart Estimates Upgrade
It would be so much quicker if each item had its own formula for calculating material. For that, a "measurements" tab would allow to enter all measurements for a job, then when creating an estimate, each item could be easily calculated using their own formulas and the measurements provided. The way it works right now is cumbersome, and it does not integrate with my saved estimate templates. When a similar material item has different coverage (one would cover 20' and the other would cover 33') I need to create a whole new smart estimate to account for that small change.
3 votes -
Organized Products & Services List when adding items to Financials
Products & Services dropdown list when adding items to financials should be alphabetical, or at least organized in the same way every time.
3 votes -
Allow photos to be integrated into estimates
The ability to include uploaded photos into an estimate.
11 votes -
Edit Smart Estimate PDF layout
Add ability to edit the layout for smart estimates once they are generated
2 votes -
2 votes
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8 votes
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Customer info in balance details on JobNimbus Payments
It would be great if the balance details section on JobNimbus Payments show some kind of identifier for the customer
2 votes -
Accept/Apply payment to multiple invoices on Mobile
I'd like to be able to apply a payment to more than one invoice or split the payment between multiple invoices.
3 votes -
Invoice DUE Date Added to Invoice Section of Financials Tab
On the financials tab under invoices, it only shows the invoiced date, which is partially helpful. The biggest need is to see the DUE DATE right on that section. This is a HUUUUUUUUUUUUUUGE need!
2 votes -
CRITICAL NEED!! - ESTIMATE TEMPLATES DO NOT SYNC WITH PRODUCTS & SERVICES! ACCYLYNX DOES THIS! WHY CAN'T JOB NIMBUS?
We are a 42 yr Roofing Company out of Portland, OR.
We've used Acculynx for the last 9 years and are finally switching!
I am currently integrating and setting up our business in Job Nimbus.Products & Services (Material & Labor Items):
Love how I can sync a CSV file or Google Sheet to QBO, and again sync QBO to Job Nimbus to continuously populate new pricing. This is huge with how crazy our industry has felt the burden of constant price increases from our suppliers.
My main roofing supplier sends me a material spreadsheet with 5k line items with…12 votes -
2 votes
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back to financials page
From an estimate or invoice I want to be able to go back to financials page instead of having to route back through the job or to the board.
I want the same thing from the Work orders page.
3 votes
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