JobNimbus Feedback

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Financials

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  1. 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.

    10 votes
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    Viewed  ·  0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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…

    9 votes
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    2 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  3. 7 votes
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    Viewed  ·  0 comments  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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

    10 votes
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    Viewed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. Split Commission Paid

    We pay a percentage of commission when the down payment is collected, and the remainder when final payment is collected. If you could make an option for partial payment that would be great.

    1 vote
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    Viewed  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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
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    Viewed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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
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    Viewed  ·  0 comments  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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

    9 votes
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    Viewed  ·  2 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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.

    3 votes
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    Viewed  ·  0 comments  ·  Work Orders  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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
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    Viewed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. The ability to manually change the status of a Material Order

    The ability to manually change the status of a Material Order to "Complete"

    1 vote
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    0 comments  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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
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    Viewed  ·  1 comment  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
  13. Add payments in the mobile app

    Add a paymentt in the mobile app and be able to control who can add paymnets

    4 votes
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    Viewed  ·  0 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
  14. User would like a credit memo be auto created any time an overpayment is made on an invoice.

    User would like a credit memo be auto created any time an overpayment is made on an invoice. An overpayment made on the invoice shows as a credit on the invoice itself. User would love to see that credit in the credit memo section without having to manually create a credit memo.

    1 vote
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    Viewed  ·  0 comments  ·  Credit Memos  ·  Flag idea as inappropriate…  ·  Admin →
  15. COMBINE MULTIPLE ESTIMATES IN ONE INVOICE

    COMBINE MULTIPLE ESTIMATES IN ONE INVOICE

    2 votes
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    Viewed  ·  0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  16. Change the Status of Estimates and Invoices When Emailing from Notes

    When emailing an estimate or invoice from the financials tab, it automatically updates the status of the document to "Sent," but if you add the estimate as an attachment to an email started from the activity tab, it doesn't update the status. It would be appreciated if it would change the status to "sent" when you send it from there as well.

    1 vote
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    Viewed  ·  0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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.

    8 votes
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    Viewed  ·  0 comments  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  18. Restrict Material Orders

    User would like to restrict the ability to send/submit material orders based on primary contact status. User doesn't want a material order to be submitted until a check is received. Currently there's no way to control that.

    1 vote
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    Viewed  ·  0 comments  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  19. Combining existing estimates, invoices, material orders, financial records

    I would like to be able to have the ability to combine something like two estimates together, or two invoices together. Basically be able to merge financial records for each type

    1 vote
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    Viewed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. It would be really nice to have the option for pre and post budgets so we could use them as comparison but also the pre not count in reports

    It would be really nice to have the option for pre and post budgets so we could use them as comparison but also the pre not count in reports

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