JobNimbus Feedback

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Financials

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  1. Status option for budgets

    To have a status option for budgets, like you do for an estimate/invoice. This way I can accurately determine what gross and net margins are, if there are jobs in the budget where costs have not been entered yet, because projects are not completed. The only way I can accurately get my margins correct is for me to filter by a completed job.

    3 votes

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    0 comments  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →
  2. Auto-Update Estimate Templates

    Creating an estimate template needs to be able to be done in the settings. Needing to go to a random job > Financials > Add Estimate > Etc... Is less than optimal.

    This brings me to my next point. Updating Estimate Templates. If I go into my settings > Products and Services, I am able to update the pricing of my material no problem. The problem is that these updates are not then updated on my Estimate Templates when I go to make one. I have to also update all the pricing on the templates. The pricing not updating for…

    12 votes

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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  3. Estimate Section Title Feedback

    In logos estimates logo uses the "section title" with a lot of verbiage. The verbiage use to go across the page. Now with the new section description when logo goes to view his past estimates the section title verbiage is off to the left hand side and is clumped together. It no longer goes across the page.

    Currently the way to fix this issue is to recreate all his estimate templates to include the new "show section description". He would like to be able to edit his current estimate template, to allow the "show section description".

    3 votes

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  4. Automated Estimate/proposals

    It would be useful when creating an estimate, to have the ability to enter in product's width and length and have it automatically calculate how much of the product will be used, along with hrs. it will take to complete said project.

    2 votes

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  5. Custom field pulls from estimate totals

    Can there be a custom contact field that pulls from estimate and invoice totals (subtotal, section total, etc.)?

    2 votes

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  6. Instead of creating 3 different estimates and voiding out two, she would like an option to not show the estimate total, and just the estimat

    Instead of creating 3 different estimates and voiding out two, she would like an option to not show the estimate total, and just the estimate totals of each line item, and be able to go back and delete or cross out the unused line items.

    For example: A customer is choosing between 3 different colors of paint and would like an estimate on each color but only chooses 1 color of paint. They would like to have the ability to go back and delete or cross out the unused line items AND not show the estimate total of all three…

    2 votes

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. Estimate > Add Section > More options for the drop down menu for line items.

    When creating sections in an estimate, the drop down menu for "Hide line Items amounts", It not only hides the "Amount" Column but also the "Qty" column. It would be nice to have the option to show the amount of the section total but also show the "Qty" column.

    5 votes

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  8. Expense Log/Tracker for jobs

    I would like to be able to have an expense log/tracker built in JobNimbus where I can store all other expenses (ie gas, mileage, etc) that don't really count as items on a material/work order.

    3 votes

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  9. Split payments on an invoice

    When creating an invoice with a split payment. The split payment info isn't displayed on the invoice for the customer to view. It would be great to have it visible for the customer.

    5 votes

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  10. Amount Option on Work Order Template

    Work order template amount option would be amazing our crews always ask for it. Please Please add this option like you have in estimates to where each line item can total out. Thank you

    4 votes

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    0 comments  ·  Work Orders  ·  Flag idea as inappropriate…  ·  Admin →
  11. Change Material Order Status

    Would like to manually change the status of a material order like you can an estimate.

    4 votes

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    1 comment  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  12. Internal Notes for Product Items

    Is there a way to make internal notes in the products and services cost catalog? I like to use it as a reference of when pricing was updated, part numbers on items quoted, and so on.

    4 votes

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    0 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  13. Estimate Status change from draft to sent; then sent to approved automatically.

    The system will not automatically change to sent if you request a signer, and it will not automatically change to approved once the signature status is fully signed.

    1 vote

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  14. Email Subject Line Override on Financial Documents

    The ability to have the email subject line populate instead of the default when sending an email from the financial documents directly.

    1 vote

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. Apply credit to budgets

    Would like to be able to apply negative dollar amounts to budgets to reflect credits (ie material credits)

    2 votes

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    0 comments  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →
  16. The ability to text the invoices over to clients.

    The ability to text over the estimate to the client for them to pay on their phone.

    2 votes

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    0 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
  17. Material Tax on Budgets

    Would like to include material tax on budgets

    1 vote

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    0 comments  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →
  18. PDF's compatible with Blue Beam

    Would like to be able to have all PDF's created from JobNimbus compatible with Blue Beam, which is what our customer uses to view all PDF files.

    1 vote

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  19. Enable Customer Autopay

    The ability to enroll homeowners in an autopayment plan, so that when we set terms as due monthly the customer doesn't have to manually make that payment each month.

    1 vote

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    0 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
  20. Change Order of Template Drop Down.

    The ability to change the order of the template drop down menu when making an invoice.

    1 vote

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