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JobNimbus Feedback

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Financials

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377 results found

  1. Simplify the invoice payment and totals section (e-check/credit card options) and customer "checkout process"

    Having two separate payment buttons, whether by e-check or credit card, can be a bit confusing for some customers. We've had a half-dozen customers send us a physical check for the credit card amount in the past year. I've attached a draft mockup picture to this feedback submittal to better illustrate the idea.

    15 votes

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    5 comments  ·  Invoices  ·  Admin →
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  2. 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.

    16 votes

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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.

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  4. 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.

    3 votes

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    1 comment  ·  Invoices  ·  Admin →
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  5. 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

    2 votes

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    0 comments  ·  Work Orders  ·  Admin →
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  6. 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!

    6 votes

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    1 comment  ·  Admin →
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  7. Cost and Markup - Hide as a function of Access Roles

    We're currently in the setup phase. Our executive level team loves the idea of being able to use the Slider feature to negotiate estimates. However, we would like to be able to do so WHILE hiding the product cost and initial markup on the internal side of the estimate, so that lower level employees do not have to see this information in order to be able to use the Slider while creating an estimate.

    Right now, if I disable mark-up tracking or if I remove cost from the internal estimate view - the Slider disappears and so do margin estimates.…

    9 votes

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  8. 5 votes

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  9. Better JobNimbus Payment Reports

    I would like to have access to reporting in JobNimbus Payments where I can differentiate withdrawals with fees instead of an entire lump sum.

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  10. Re-enter account/routing number for JobNimbus Payments

    On the payment screen, have a field to enter the account number a second time to verify they match. That is what the issue has been for our returned payments and would avoid this from happening as often.

    1 vote

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    0 comments  ·  Payments  ·  Admin →
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  11. Clean up estimate section titles & description layout

    Please see the attached screenshots. Can the estimate section titles & description layout be cleaned up a bit?

    Ideally one would be able to just enter a long title and NOT have the text wrap down to multiple lines due to the container restrictions. If that is not possible, then can the container alignments of the section descriptions and line item descriptions at least be aligned?!

    The current alignments shown below are very sloppy. Thank you!

    5 votes

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  12. Estimates in Spanish

    I want to be able to create and send estimates in Spanish for my clients that don't speak English.

    1 vote

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  13. Accounts Receivable Month End Report

    I would like to create a report for accounts receivable that tells me what was outstanding at the end of each month for each month this year.

    1 vote

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    0 comments  ·  Invoices  ·  Admin →
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  14. JN Payments: Move credit card surcharge and adjusted total payment info to after customer selects Credit Card. Confuses e-check payers.

    Illustration/example, attached. Instead of the largest font/bolded Total with included credit card fees (before knowing how the customer will pay), show only the actual requested amount and add an asterisk to the Credit Card option about the added fee, which can be calculated and included on the next page of the credit card selection page flow.

    6 votes

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    2 comments  ·  Payments  ·  Admin →
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  15. Invoice Subject Line

    I would like to be able to edit the invoice subject line so I can include the claim number. A lot of time insurance companies require that the claim number be in the subject line.

    1 vote

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    0 comments  ·  Invoices  ·  Admin →
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  16. Import Proposal Templates via Excel

    I would like to be able to import proposal templates via excel.

    1 vote

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  17. Request for Enhanced Document Identification & Preview for Email Attachments

    I'm experiencing a challenge in differentiating between various documents (quotes, invoices, etc.) when attaching them to emails within your system. Currently, the only distinguishing factor is the estimate or invoice number, which doesn't allow us to easily associate documents with specific project details.

    To improve this process, I propose the following enhancements:

    1. Display the "Internal Note" Next to All Documents: This additional description would help users identify the correct documents for attachment more efficiently.

    2. Expandable Document Preview: Allowing users to click on a document's small image to see it in a larger format would provide visual confirmation of the content,…

    1 vote

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  18. Include Sunlight Financing on Estimates

    The option to include sunlight financing on the estimate template via like a checkbox or a button would be very useful. Especially if it can take the estimate total and provide the different financing options as a button on the estimate directly below the total.

    5 votes

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  19. Section totals by trade with easy wording and work totals.

    On bigger scopes, this would be helpful to group Hvac, Paint, Gutter, Etc to be able to send off and gets bids or numbers on each trade.

    1 vote

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  20. Entered 0 for unit of measure on smart estimate and it added 1 unit to the estimate

    Entered 0 for unit of measure on smart estimate and it still added the line item to the estimate

    6 votes

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