JobNimbus Feedback

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Financials

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  1. 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 →
  2. 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.

    3 votes

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  3. Add document or photo attachment to Estimate

    We haven't been using estimates via JN because we often attach product photo or layout documents on our proposals/estimates and I can't seem to find a way to do that via JobNimbus. We would really love to start utilizing digital signatures however. Can you add the ability to upload a file or image that gets sent over as an additional page to the estimate? We can send the other info separately in an email but then they really aren't signing the full scope of work. Only what can be sent through JobNimbus.

    6 votes

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  4. The ability to move an estimate from a customer to another job; ie: change the customer on the estimateThe ability to duplicate an estimate,

    I would like the ability to update a customer on an estimate or invoice
    related, also: The ability to duplicate an estimate, and then edit the job/ customer

    12 votes

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  5. estimate templates

    We need to be able to create estimate templates in SETTINGS and not at the job level. I just spent hours creating an estimate template and mistakenly clicked out of it before saving it as a template and now I have to redo the entire **** thing. So frustrating. Why is this at the job level and not the global level? Why can't we turn an estimate into a template? This seems like such a simple thing.

    7 votes

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  6. 1 vote

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  7. Customize Payment Terms

    Payment Terms should pull from the main customer account in QBO and / or be customizable in JN. Should be able to set customer payment terms, tax rates, discount terms at the customer level and have it pull into the job account instead of having to set it on each invoice. Estimates should have a place for payment terms.

    1 vote

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  8. 1 vote

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  9. Show monthly cost in estimates when financing

    Show estimated monthly payments in the estimates template when offering financing.

    1 vote

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  10. Estimate Edit & View Screens

    On estimate edit screen: Add cost total and margin columns to each line item.

    On estimate view screen: Show job cost, markup, profit, total price & total margin (in other words, have the view screen include what the edit screen has)

    1 vote

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  11. Progress invoicing

    We often bill jobs based on a percent of work completed OR based on certain items being completed. If we have a $12,000 job, we will bill a $4k deposit, a 4k progress invoice and $4k on final. Alternatively, we might have 20,000 Sq. Ft. of work to do but it's being completed in phases. So we might bill out 60% of the work as a progress invoice and bill the remaining work upon completion.

    It would also be extremely beneficial to allow change orders to be added as a new "section" on the estimate and allow this to flow…

    2 votes

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  12. Click and drag financial line items

    Being able to click and drag financial line items

    2 votes

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  13. 1 vote

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

    Hello!

    This functionality should be out in the next 2 weeks. We recently added invoice automations and are expanding them to include some additional conditions and actions.

    Thank you,

    Keys

  14. Add digits after decimal on price.

    Needs the digits on pricing to be more than just the two digits after the decimal point for insurance purposes.

    1 vote

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  15. Attach Estimates to Invoices like on Documents.

    The ability to attach an estimate to an invoice, just like you can to a document.

    1 vote

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  16. Manually Set Profit or Margin

    Have the ability to manually add a profit number as well as the existing profit slider. Often we know we have a minimum profit amount needed.

    1 vote

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  17. Single grouped price in estimates

    What I need is for it to show individual quantity for each item but not price just a total group price. I don’t want to show what each item cost, just how many the estimates includes but I do what to show the Toal for that group.

    2 votes

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  18. Ability to change stamp on invoices

    Sometimes the "PAID" stamp on an invoice is not applicable, like when there are progress payments or if an invoice is cancelled. It would be nice to be able to toggle the stamp on or off on an invoice, or even have the ability to change it to another stamp. "DRAFT", "CURRENT", "CANCELLED", etc.

    1 vote

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  19. When an estimate is sent, why doesn't the status automatically update to sent?

    When I send an email and attach the estimate, the system should recognize that it was sent. Perhaps by a "viewed" trigger, since the system is capable of displaying read receipts.

    5 votes

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

    There should be an autosave option while creating the estimates. I'm not sure how this isn't a thing already, but think it would be very beneficial to the sales reps. We have had times they were working on an estimate, we lose internet or job nimbus goes down and it completely wipes the entire estimate they were doing and they have to start over again. Just something to take into consideration, more comforting and less time consuming. I believe an autosave just like Microsoft Word/Excel etc. have every 10 minutes is a great addition to job nimbus and should be…

    2 votes

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