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JobNimbus Feedback

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Financials

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256 results found

  1. Get Payment Link Button

    Right now you can only generate this link to JobNimbus Payments if you have Job Nimbus Engage on the Invoice Window. Add a button to simply copy the payment link you are already generating in the Payment Request Template.

    This will enable anyone in collections departments to be able to:
    -Paste the link anywhere, including their own text message channels
    -Send the link outside of Job Nimbus Engage
    -Not force us to use this weird work around to extract us
    -Not force us to buy into Job Nimbus Engage to even be able to use the work around

    9 votes

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    4 comments  ·  Payments  ·  Admin →
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  2. 8 votes

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    2 comments  ·  Work Orders  ·  Admin →
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  3. Make Budgets function like other financials (see detailed system activity)

    I don't understand why Budgets seem to be the one area of JN that are set up completely different from every other functionality of JN (like Estimates, MO, WO, etc) on all other areas you can see what was actually changed in the system activity, you can have multiple templates, you can see a pdf of the document, etc.
    Budgets are literally one of the most important documents relating to profitability of the job and the salesman's commissions and it is the one area that can be changed with NO audit trail of what was changed.

    4 votes

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  4. Update New Sales Experience Cover Page

    Add ability to update company info in the New Sales Experience. Changes to company phone number and email addresses do not sync to NSE.

    6 votes

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  5. 💡Boards Feedback/Ideas💡

    Please upvote if you agree!

    💠 Allow for customization of what is displayed on the body of cards based on the List that it's currently under (today all cards on a Board have the same displayed information across entire Board).

    💠 Re-size the board display on web so there isn't two vertical scroll bars. Difficult to scroll left and right due to not being able to see horizontal scroll bar without scrolling page vertical bar.

    💠 Enable cards to be right-clicked and opened in a new tab, so users can quickly interact with a job/contact without leaving the Board.

    💠…

    6 votes

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  6. Need an option on budget commissions for percent of net profit

    Need an option on budget commissions for percent of net profit as this will help paying sales reps with Company overhead taken out of equation not affecting gross profit margins

    4 votes

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  7. I would like the option to name budgets

    We use JN for PreCaps as well as the final cap out of a job. Our sales reps have access to this and it keeps them familiar as the job is flowing through production. Also for retail or commercial we would like to use this for a PreCap on our good, better, and best options

    5 votes

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  8. 🪲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"

    4 votes

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  9. 3 votes

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    0 comments  ·  Payments  ·  Admin →
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  10. When creating an estimate being able to send an email with the estimate without needing a signature and auto populate to documents tab

    Two Ideas for Estimates
    1. Being able to send an estimate via email without needing a signature and just the viewing pleasure
    2. Having the estimates auto populate into the "Documents" tab of a customer when finished filling out

    2 votes

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  11. 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.

    3 votes

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  12. 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

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  13. Auomatically Include Work Oders, Material Orders, Paymets in Budgets

    I would like to be able to automatically push work orders, material orders, payments, etc into the budgets so it's not being input twice.

    3 votes

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  14. Separate Line Items on Estimate in Proposal

    When adding an estimate to a Proposal, the estimate line items are not separated by lines or bullet points on the Proposal. I would like to have it reflect within the Proposal the same way that it does on the estimate itself, with the lines between each item.

    4 votes

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  15. 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…

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  16. 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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  17. 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…

    6 votes

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  18. 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

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  19. 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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  20. Templates for Payment Requests

    When texting a payment link through JN Payments I would like to be able to make templates to customize the payment request message. This is important to provide more specific information to the client when this is sent.

    1 vote

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    0 comments  ·  Payments  ·  Admin →
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