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JobNimbus Feedback

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Financials

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379 results found

  1. 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…

    3 votes

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  2. Store Credit Card Information

    The ability to store credit card information

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  3. 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.

    3 votes

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    0 comments  ·  Payments  ·  Admin →
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  4. 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.

    2 votes

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  5. 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.

    19 votes

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  6. 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.

    4 votes

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  7. 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

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    0 comments  ·  Work Orders  ·  Admin →
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  8. 8 votes

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  9. 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.

    4 votes

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    1 comment  ·  Invoices  ·  Admin →
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  10. JNP Returned Payments

    I would like to have a place in the contact record in JobNimbus that tells us when a payment has been returned by JNP.

    1 vote

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  11. Section Totals on Smart Estimates

    In the same way that we are able to "hide line items" or "show line items" per section created in a smart estimate. I would like the ability to also choose whether or not the section totals are visible at the smart estimate template level.

    1 vote

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  12. 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.

    1 vote

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  13. Reporting for Budget Line Items

    I would like to be able to create a report that breaks down how much I spent on specific line items within the budgets.

    1 vote

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  14. Printable Proposals

    I would like to be able to print proposals.

    1 vote

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  15. 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!

    7 votes

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    1 comment  ·  Admin →
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  16. Change "Amount Paid" on Invoice

    When creating an invoice and applying a credit memo, the boxes show that there was a credit applied, but also the "Amount Paid" matches the credit. I would like that to be 0 as there was no payment made so it can be misleading that both a credit was applied and a payment amount is showing.

    1 vote

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    0 comments  ·  Invoices  ·  Admin →
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  17. Automatic contact info update on transferred estimates. From one job to another.

    Automatic contact info update.
    There has been a few times I have created an estimate in the wrong file/job.

    What if... in this scenario... we could share the estimate to the CORRECT file and nimbus could automatically change the contact info and job at the top of the estimate?

    The other main reason this could be incredibly powerful... Often times we write estimates that are very similar, so instead of running through the entire template again top to bottom, clicking and removing the items that don't pertain, everything would already be set up and we could just change a few…

    1 vote

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  18. View Budget Changes

    I would like to be able to see the changes that were made on a budget like I can with invoices and estimates.

    1 vote

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  19. Additional Signatures on Fully Signed Estimates

    I would like the ability to add more signatures to an estimate that is already fully signed. For example, if I want to send it to a manager to get signed and approved first then send it to the customer to sign.

    1 vote

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  20. JobNimbus Payments: Separate charge for ACH fee

    There should be a separately charged fee for ACH payments processed through JN Payments. We just started using the new payments system and it is really messing up our accounting by pulling the fee directly out of the invoiced amount.

    Example) Invoice for $2,600 --> $13 fee charged to us --> $ Received payment of $2,587

    Our quick workaround has been to alter the total invoice amount to the amount, post fee, so our synced payments can be tied to a specific job during our accounting/reconciliation. This will get exceedingly annoying if we keep using this payments system.

    3 votes

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    0 comments  ·  Payments  ·  Admin →
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