JobNimbus Feedback

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Financials

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  1. Ability to change UoM on estimates when using a saved estimate template

    I would like to have the ability to change the UoM on line items within a saved estimate template when creating a new estimate. It currently only shows the UoM that was saved with the template and not all of the options available. We have to delete the line item and add it back to get the UoM options.

    4 votes
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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  2. Revised Quotes

    It would be great if we had an option to create a revised quote from an existing quote. Numbered like this original # 1000 revised # 1000-2. That way we could keep the original. I've had to revise quotes a number of times and a couple of times I had to revert back to original.

    9 votes
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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  3. OVERALL MARK UP

    Ability to see total cost and mark up total cost to desired profit margin with in the estimate totals.

    2 votes
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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  4. "Item Number"

    How about a "Item Number" column Left of "Item"??? Also have that in Work Orders as well.

    2 votes
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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  5. 2 votes
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    1 comment  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  6. Allow more than 31 characters in product name in products and services.

    Allow more than 31 characters for product name in product and services. I have multiple products names that are more than 31 characters.

    4 votes
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    0 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  7. Ability to have the same UOM when creating variations of an estimate Line item

    For some reason I am not allowed to have the same UOM on the variations section of a line item. This would be useful for my roofing bids to easily adjust price for pitch. I am unable to use "Sq" for all the UOM, which I would Like to do.

    2 votes
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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  8. Customizing Text in "Special Instructions"

    When building a Material Order I would like to be able to highlight text in the "Special Instructions" section.

    2 votes
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    0 comments  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  9. Ability to Rename Financial Types

    I use some of the financial types in the system ( work orders and material orders) differently than might be standard. I'd like the ability to rename the financial types and templates to reflect the way I use them.

    2 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. Estimate- Show section total and quantities

    The ability to show quantities per every item within a section, and still show the price at the section level without showing a price for every line item on an estimate.

    2 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. Automatically change Work Order Status when Emailed

    Automatically change the status of a Work Order statues to "In progress" when emailed.

    3 votes
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    0 comments  ·  Work Orders  ·  Flag idea as inappropriate…  ·  Admin →
  12. Add Finance percentage fee for Financing option that is NOT a line item

    We want to add a percentage to all jobs to cover dealer cost of finance options, and a cash discount percentage for ones who opt out of financing.

    1 vote
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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  13. 1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. Drop-down of All Products & Services

    A way for users to see all Products and Services in a dropdown menu without beginning to type the name of the product on an Estimate

    2 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. Saving as templates

    It would be helpful if I could pull up a saved estimate and use it as a template for future estimates. I can't figure out how to do this after saving and sending as an email.

    1 vote
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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  16. adding claim number to an invoice

    I would like to see an option that I could add the claim number that's entered for a job on an invoice.

    1 vote
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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  17. Estimate Markup Feature, Discount Feature, Hide Subtotal

    Adding an overall markup feature to estimates, If this were added as a percentage based option before subtotal it could be accompanied by a discount feature as well

    The ability to hide or show pricing lines should also let me hide the subtotal feature and offer one final price

    2 votes
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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  18. Budgets created from Estimates without cost column still populate profit.

    Would like Budgets created from Estimates that don't show the Cost column to still populate the profit from the product/services cost. Right now if a budget is created from an estimate template, that doesn't have the cost column enabled, the budget profit does not populate.

    1 vote
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    0 comments  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →
  19. Better Refund options for overpayments that sync with Quickbooks

    Currently there is no good way in Jobnimbus to show if a payment has been refunded. I would like a way to mark a overpayment credit that shows in payments as refunded. and also have said change sync directly to Quickbooks.

    1 vote
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    1 comment  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
  20. Ability to add signature line to estimate template (with page breaks!)

    We send out a LOT of estimates every year, so it would be extremely cumbersome to generate a new document each time someone approves an estimate in order to create a contract. Instead, we add our contract language to every proposal and have signature lines at the bottom. In most cases, this runs onto two or more pages so we include the estimate number for easy reference below the signature.

    That said, we need the customers to be able to esign!! Can we please add this functionality to estimates? It would be extremely helpful to also add pagebreaks to help…

    20 votes
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    5 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
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