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JobNimbus Feedback

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Financials

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324 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.

    7 votes

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  2. 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.…

    4 votes

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  3. 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.

    4 votes

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  4. 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

    2 votes

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  5. 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.

    12 votes

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    1 comment  ·  Admin →
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  6. 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.

    1 vote

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  7. 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…

    8 votes

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    3 comments  ·  Templates  ·  Admin →
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  8. Ability to add invoice line number

    Ability to add invoice line item number. This makes it easier to go over with your client with.
    Example:
    1. Work description Qty Price Amount
    2. Work description Qty Price Amount
    3. Work description Qty Price Amount
    4. Work description Qty Price Amount
    5. Work description Qty Price Amount

    2 votes

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  9. Materials vs Labor budget report

    It would be great if I could get a report showing Material costs vs Labor costs based on budgets.

    3 votes

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  10. When filling out the JOB INFORMATION, please give us the option to enter both a physical address and separate billing address.

    Many of our customers are big companies (their physical address is different than the billing address). So when processing credit card payments over the phone, it says that the payment failed because "address mismatch."

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  11. Show Payment Reference on Invoice

    When I enter a payment reference or deposit reference number, I would like this information to be displayed on the invoice.

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  12. Set expiration date for estimates

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

    14 votes

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  13. Interest ….. are imposed charges on loans and mortgages. For example, when a customer wants to borrow money, the lending institution will ch

    Interest ..... are imposed charges on loans and mortgages. For example, when a customer wants to borrow money, the lending institution will charge a percentage that accrues and is then paid by the customer.
    () rates
    (
    ) tempo
    () tariffs
    (
    ) paces

    1 vote

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  14. Show old format when making revisions

    I would like to see old estimate format when making revisions. If it were to pull up in a separate window, that would be helpful

    1 vote

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  15. Accept/Apply payment to multiple invoices

    I'd like to be able to apply a payment to more than one invoice or split the payment between multiple invoices.

    1 vote

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    0 comments  ·  Payments  ·  Admin →
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  16. Invoice DUE Date Added to Invoice Section of Financials Tab

    On the financials tab under invoices, it only shows the invoiced date, which is partially helpful. The biggest need is to see the DUE DATE right on that section. This is a HUUUUUUUUUUUUUUGE need!

    1 vote

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  17. Sort Option for EVERY Section

    Every section of JobNimbus should have the ability to sort by status. We run into this issue a lot where we're working with a customer (ex. a major builder account) with many jobs. To have the ability to look under Financials and sort by "Open" or "Sent" invoices would save a ton of time. But the same thing is true for estimates, work orders, etc. Sort by status.

    1 vote

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  18. 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.

    1 vote

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    0 comments  ·  Payments  ·  Admin →
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  19. Customer info on withdrawals

    I would like to include the customer name on the withdrawal reports in the JobNimbus payments portal.

    1 vote

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    0 comments  ·  Payments  ·  Admin →
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  20. Payment Receipts

    Ability to send a payment receipt after its added to jobnimbus. Doesn't need invoice information, just a simple receipt that its been received.

    4 votes

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    1 comment  ·  Payments  ·  Admin →
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