JobNimbus Feedback

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Financials

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  1. Being able to bulk-edit or import/export Products and Services

    Being able to bulk-edit or import/export Products and Services would make us far more efficient than the way they are entered now. One at a time takes too long when a spreadsheet upload would have all our products in the system in no time.

    8 votes

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  2. CRITICAL NEED!! - ESTIMATE TEMPLATES DO NOT SYNC WITH PRODUCTS & SERVICES! ACCYLYNX DOES THIS! WHY CAN'T JOB NIMBUS?

    We are a 42 yr Roofing Company out of Portland, OR.
    We've used Acculynx for the last 9 years and are finally switching!
    I am currently integrating and setting up our business in Job Nimbus.

    Products & Services (Material & Labor Items):
    Love how I can sync a CSV file or Google Sheet to QBO, and again sync QBO to Job Nimbus to continuously populate new pricing. This is huge with how crazy our industry has felt the burden of constant price increases from our suppliers.
    My main roofing supplier sends me a material spreadsheet with 5k line items with…

    5 votes

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    2 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →

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  3. Budget automation

    Can the budget section be automated. Where it takes the totals of the estimate/invoice, commissions, work orders and material orders automatically. SO when ever you add a new work order or material order it updates the budget totals.....?

    11 votes

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    0 comments  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →

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  4. Be able to record commission overrides

    Setup budget feature to track override commissions. There should be a separate configuration in the system for sales managers to designate an override amount so whenever anyone from their team gets a deal, they get a percentage.

    4 votes

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    0 comments  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →

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  5. Set expiration date for estimates

    We want to be able to set estimates to expire after a certain time frame.

    9 votes

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    1 comment  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →

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  6. Invoices Reflecting Overpayment

    Invoice amount is for $200-, customer over pays say $225- it just marks the invoice paid, it shows the credit down below in the invoice payment section. We'd like the invoice to show a negative number until we enter a credit memo to reflect us reimbursing the customer or accepting the over payment for transparency sake.

    13 votes

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →

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  7. Custom Totals in estimates

    Currently entering in line items and prices it adds up a total on the lower right. At times, we may not want to add prices to line items and just input a custom grand total. It would be nice to not have to input prices in the line items, or sections totals, and just be able to type a grand total into the sub total and total at the bottom of the estimate.

    11 votes

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →

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  8. IINK--

    I would love it if yall did business with IINK!!! lots of us PA's and contractors use IINK and it would be awesome if this was part of your system as well.

    https://iinkpay.com/

    1 vote

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    1 comment  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →

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  9. Gating on which Products and Services go to QuickBooks

    All Products and services in JobNimbus sync into QuickBooks. Many of these are used only for Material Orders which do not sync to QuickBooks therefore they are not needed or used in QuickBooks. Users should be able to select which products do or do not need to go to QuickBooks.

    5 votes

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    0 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →

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  10. Toggle Button for credit card fees on estimate.

    We absolutely need a toggle button enabled to turn on and off credit card fees on each estimate not just an “all off or on” button. Not being able to switch this on for a contract payment the other day ended up costing us $900 in credit card fees. This needs to be fixed sooner rather than later. Thank you

    8 votes

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    0 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →

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  11. Late fee after no payment by a certain date

    Please have a way to add a late fee after payment isnt made by certain date

    3 votes

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  12. Deposit due date without remaining due date on invoices

    We are a contracting company and require a downpayment for our large projects. We like the split payment feature, but we do a lot of projects months in the future so putting a final due date on the invoice isn't realistic and we don't want the invoice to show overdue. We would like a way to split the payment with a required date for downpayment but an open date for the remaining balance.

    7 votes

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  13. DESPERATELY NEEDED ADDITION TO THE PRODUCT CATALOG AND QUOTES FUNCTION

    Adding a section on each line item to add internal notes such as bulk cost breakdowns, part numbers, last time pricing was updated notes, etc. BuilderTrend has this functionality and it is so helpful in both the price catalog and when writing quotes.

    2 votes

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    0 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →

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  14. DESPERATELY NEEDED ADDITION TO THE PRODUCT CATALOG AND QUOTES FUNCTION

    Adding a section on each line item to add internal notes such as bulk cost breakdowns, part numbers, last time pricing was updated notes, etc. BuilderTrend has this functionality and it is so helpful in both the price catalog and when writing quotes.

    2 votes

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →

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  15. Decimals for invoice numbers

    Decimals in invoice numbers when duplicating/editing an invoice rather than using a whole number

    3 votes

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  16. 2 votes

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  17. Custom Title for contacts viewing documents/financials

    Custom Title for contacts viewing documents or financials sent to them.

    1 vote

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  18. Set new default Estimate Template when creating new estimate

    Reorder estimate design template options when creating new estimate

    1 vote

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  19. Ability to create Smart Estimates through Forms

    It would be useful to have the ability to create a Smart Estimate based on a filled out form to help field reps quickly write out the estimate based on the check list they perform.

    1 vote

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  20. Customize estimate design templates

    Request to change the default color of blue on estimates to a different color, or to be able to customize the design.

    1 vote

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