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JobNimbus Feedback

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Financials

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401 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

    8 votes

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    4 comments  ·  Payments  ·  Admin →
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  2. 💡Display Engage Texts in the Contact/Job Activity Feed💡

    It would be awesome if you could quickly see the text conversation natively in the Contact or Job (both preferably) without leaving the Job. Sending messages is still fine going to Engage but for our users that are not "Assigned" the conversation, it's very difficult to navigate to the Engage thread. Even just adding Search for Job Name or Customer Name would help.

    You can currently view outgoing Automated Texts in the Activity Feed using the Activity Drop Down menu to "Text Messages" but that does not include any manual sent/received texts.

    Potential solution? Duplicate the incoming/outgoing texts into the…

    3 votes

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  3. 🪲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"

    3 votes

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  4. 💡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.

    💠…

    3 votes

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  5. 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…

    5 votes

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  6. Add Columns to Financials

    I would like to be able to add columns to the different records under the financials tab. For instance, it would be great if I could add a price column to the material orders section. I know I can do this sort of thing in the reports, but it would be nice to have them show up under the Job records so it was all at a glance.

    2 votes

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  7. Bulk / Batch Edit Products & Services

    It would be helpful to be able to bulk/batch edit Products & Services, as well as the ability to download a CSV to edit and reimport.

    183 votes

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  8. 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.

    2 votes

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  9. 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.

    2 votes

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  10. Start & End Date on Work Orders

    I would like to be able to add a start and end date of the job in the work order.

    1 vote

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    0 comments  ·  Work Orders  ·  Admin →
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  11. Refunds in JN

    Better documentation for refunds processed in JobNimbus payments and have that pulled into JobNimbus so it can sync to QuickBooks properly.

    My accountant and I would be more than happy to provide feedback on how this would be beneficial for other users utilizing the sync as well

    Accountant email: jaredanderson777@gmail.com

    1 vote

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    0 comments  ·  Payments  ·  Admin →
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  12. 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.

    1 vote

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  13. Fencing Template for Smart Estimates

    I would like a fencing template for smart estimates.

    1 vote

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  14. 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.

    7 votes

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    2 comments  ·  Invoices  ·  Admin →
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  15. Delete Line Items Quicker

    When using a saved estimate template, I often need to 'x' off a lot of the line items. When I hit the 'x', I have to move off of the next line item and back onto it before the next 'x' appears. I know this is a small thing, but i'm often getting rid of a large number of line items in one go so being able to click the 'x' back-to-back would speed up my process!

    1 vote

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  16. Final Invoices

    Would love it if paid-in-full invoices were automatically sent out with a paid stamp to customers as soon as their final payments are made.

    1 vote

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    0 comments  ·  Admin →
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  17. Smart Estimate Template should be able to identify a specific Design Template

    Should be able to identify a specific Design Template for a Specific Smart Estimate. i.e. Shingled Roof Smart Estimate should be tied to the Shingled Roof Design template.

    1 vote

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  18. Limit access to the ability to "Approve an Estimate" and then "Edit an Approved Estimate".

    We would like to lock down the ability to Approve an Estimate and the ability edit an Approved estimate. Anyone can create an estimate , homeowners can acknowledge they approve of the estimate by signing off on it . But only management (once we have determined the job meets all the required specifications ie. all the paperwork contracts are fully and legally executed, all required local state addendums have been properly presented and signed off on, and the job meets minimum profitability requirements) can actually approve the estimate that is reported in Insights.

    1 vote

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  19. 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.

    22 votes

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  20. 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.

    5 votes

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