Financials
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Use multiple templates in one estimate
We have very detailed and exhaustive estimate templates built that save us a lot of time creating our estimates. However, sometimes we want to create a separate section in the estimate for a different type of work, etc. It would be great if we could load another template in under that section heading, but as it is now, we just have to build it line by line from that point on.
9 votes -
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…
7 votes -
7 votes
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Auto Save Financials
auto save work. I spent over 2 hours working on an estimate, something happened and screen went back to main contact screen, all information entered was lost
9 votes -
import/export products and services
I would like the ability to export/import products and services directly from JobNimbus rather than using Quickbooks when we routinely update their catalog in JobNimbus
3 votes -
Print or Export Budgets
I think this may be my third time posting about this. I'm just confused as to why this doesn't exist when the feature is already present in Job Nimbus.
Budgets, currently as they stand, have no ability to be Printed or to be exported as a CSV (The Budget Report that would only show you the Totals and Profit of each budget is not an answer to this.)
Every other Financial Document (Invoice, Credit Memo, Material Order, Estimate) can all be printed out in PDF format, but Budgets do not have this feature. But personally I would prefer it if…
4 votes -
Add Line Item Totals to Financial Documents
User would like the ability to add line item totals. For example if they are ordering 15 items at $5 they would like a line total that says for that particular line item the total is $75.
2 votes -
OFFER A SOLUTION BESIDES WEPAY - THEY HAVE NO PHONE NUMBER AND A C RATING!!!!
https://www.cardpaymentoptions.com/credit-card-processors/wepay/
Grade of C for WePay.
They have no phone number. I am waiting on $2000 that they can't explain online and they don't have a support number to call. My customers don't know where there money is, and I don't either.
That's a shady way to do business, and I expected better from JN.
2 votes -
Add payments in the mobile app
Add a paymentt in the mobile app and be able to control who can add paymnets
4 votes -
Ability to price estimates with a blanket profit margin
example cost of 1 square of roofing installed is $177 the the profit margin is 49.5% = sales price calculated at $350 a square
8 votes -
COMBINE MULTIPLE ESTIMATES IN ONE INVOICE
COMBINE MULTIPLE ESTIMATES IN ONE INVOICE
2 votes -
Invoice number and contact/job names tied to JobNimbus WePay notification emails.
It would be very helpful to have the invoice number and contact/job names tied to JobNimbus WePay notification emails. Currently you just received and email saying a payment has been received made by the card holders name.
This is very confusing if a spouse or someone other than the listed contact pays the invoice. We often receive payments but have no idea which invoice/contact/job it is meant for. See attachment.
Thank you!
3 votes -
The ability to issue change orders.
It has Credit Memo's, a Change Order would be just the opposite to add material to an existing order.
7 votes -
Text Work Orders
It would be great if JobNimbus gave us the ability to text Work Orders to Subcontractors since they all have mobile phones in their back pockets.
2 votes -
Auto Save
Ridiculous that there is no autosave feature. Multiple hours into an estimate and everything was lost because a tab was accidentally pushed ( just next to a slide bar mind you ). This has happened multiple times...add in a burp in your wifi connection and once again all work is lost.
2 votes -
Add memo field when adding payments in Job Nimbus that syncs to Quickbooks.
It would be nice to have a "memo" field in the "add payments" tab that way I don't have to add payment and then go to QuickBooks to add the memo.
1 vote -
Assign Labor material items to sections
It would be great if we could while entering an item have an option to put it under a section rather than having to drag it to that section. If you forget to add something to a section and then later remember it gets frustrating if you have a lot of items and sections.
1 vote -
Select Default Template
User would like to set a default template so that he can quickly create financial documents with a pre-determined default to save time.
1 vote -
Adding Sections to estimate
I have requested this before, but couldn't find it to see status. Any way So I add a section and need to add description. The way it is set up now it is hard to see if I have my wording correct, spelling correct description complete etc. So what I do is open notepad type my description then copy and paste into the estimate. i've attached a screenshot of sections in the previous software I used. It would be great if we could do something similar
1 vote -
Ability to duplicate estimates and save under a different job
It should be a no brainier but it's impossible! I have multiple jobs that I need to create a similar estimate for. I don't want to create an estimate template. I just want to duplicate the estimate and assign to a different job.
1 vote
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