JobNimbus Feedback

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Financials

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  1. Budget automation

    Can the budget section be automated. Where it takes the totals of the estimate/invoice, commissions, work orders and material orders automatically. SO when ever you add a new work order or material order it updates the budget totals.....?

    9 votes

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    0 comments  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Set expiration date for estimates

    We want to be able to set estimates to expire after a certain time frame.

    6 votes

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    1 comment  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →

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  3. Toggle Button for credit card fees on estimate.

    We absolutely need a toggle button enabled to turn on and off credit card fees on each estimate not just an “all off or on” button. Not being able to switch this on for a contract payment the other day ended up costing us $900 in credit card fees. This needs to be fixed sooner rather than later. Thank you

    7 votes

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    0 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →

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  4. Invoices Reflecting Overpayment

    Invoice amount is for $200-, customer over pays say $225- it just marks the invoice paid, it shows the credit down below in the invoice payment section. We'd like the invoice to show a negative number until we enter a credit memo to reflect us reimbursing the customer or accepting the over payment for transparency sake.

    9 votes

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →

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  5. Deposit due date without remaining due date on invoices

    We are a contracting company and require a downpayment for our large projects. We like the split payment feature, but we do a lot of projects months in the future so putting a final due date on the invoice isn't realistic and we don't want the invoice to show overdue. We would like a way to split the payment with a required date for downpayment but an open date for the remaining balance.

    6 votes

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  6. Gating on which Products and Services go to QuickBooks

    All Products and services in JobNimbus sync into QuickBooks. Many of these are used only for Material Orders which do not sync to QuickBooks therefore they are not needed or used in QuickBooks. Users should be able to select which products do or do not need to go to QuickBooks.

    3 votes

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    0 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →

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  7. Custom Totals in estimates

    Currently entering in line items and prices it adds up a total on the lower right. At times, we may not want to add prices to line items and just input a custom grand total. It would be nice to not have to input prices in the line items, or sections totals, and just be able to type a grand total into the sub total and total at the bottom of the estimate.

    6 votes

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →

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  8. Being able to bulk-edit or import/export Products and Services

    Being able to bulk-edit or import/export Products and Services would make us far more efficient than the way they are entered now. One at a time takes too long when a spreadsheet upload would have all our products in the system in no time.

    1 vote

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  9. Over-payment on financials tab

    Under the financials tab, show any overpayments on accounts. We often have contacts paying through the QuickBooks link by ACH from their insurance and, for example, if the bill is $20,000 and the insurance pays $21,000, then there is a $1,000 overpayment. We need to be able to see anyone who has overpaid so we can get them that money back.

    3 votes

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  10. Section total at the bottom of the section

    Currently when we put a new section on the estimate it shows the total for that section at the top. I would like the option to show the section total at the bottom of the section.

    4 votes

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  11. Have Totals for Multiple Budgets

    I have multiple budgets for some jobs and want to be able to see the total at the bottom when viewing the list of budgets on the Financials tab

    3 votes

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  12. Customizable Signature Line

    I have a commercial property owner who would like to electronically sign their contracts, but would like to add the title "managing member" under his name, but not have that part of the signature. it would be great if we could edit the signature area and add titles under the signature line.

    2 votes

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  13. Turn two estimates into one invoice

    It would be great if we could turn two estimates into one invoice just like we can do in QuickBooks.

    1 vote

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  14. 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…

    1 vote

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  15. Show amount due before invoice is created

    Show balance due on job before invoice is created. If estimate is created and payments have been made and are in JN, why is there not somewhere that shows how much is still due from the customer? If a customer calls in and wants to know their remaining balance before we have finished their job (we invoice upon completion), I have to go to financials tab and use a calculator to find the difference between the estimate and the payments that have been made, even though the information is already in JN. It seems this is a simple calculation that…

    1 vote

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  16. Save an estimate in edit mode.

    Ability to save estimate without having to leave the edit mode.

    1 vote

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  17. Add/ Change an Invoice status name

    Would like to be able to change the preset invoices status. I would like it to say PAID instead of closed or even be able to add it as a status.

    5 votes

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  18. Require color selections for customer approval

    Require color selections for customer approval

    3 votes

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  19. Section Totals showing internally

    We are struggling with some of the features and how it is presenting totals. For example, we have an estimate that has roofing and siding, we can get grand totals of the sections, and grand total of the estimate with labor and material split out, but we are not able to get a quick sum of cost by section, essentially wanting a quick look at what is the material + labor cost for the roofing versus the siding.

    1 vote

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  20. Be able to have a color in section titles in estimates

    It would make the estimate easier to read if we could color in the sections rather than just a gray color and would help just make them stand out to indicate its a section.

    1 vote

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