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JobNimbus Feedback

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Financials

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182 results found

  1. 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.…

    9 votes

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  2. Duplicate an Estimate

    There is a duplicate feature, but it cannot be used to duplicate an estimate. It would be a lot easier to duplicate an estimate in case we need to move an estimate to another contact, a related contact, or second job under the same contact, etc.

    3 votes

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  3. Printable signature lines for estimates or contracts

    It would be great if the signature template field added a signature line to the estimate or document like a contract, that way the document could be printed and signed in person.

    5 votes

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  4. Clean up estimate section titles & description layout

    Please see the attached screenshots. Can the estimate section titles & description layout be cleaned up a bit?

    Ideally one would be able to just enter a long title and NOT have the text wrap down to multiple lines due to the container restrictions. If that is not possible, then can the container alignments of the section descriptions and line item descriptions at least be aligned?!

    The current alignments shown below are very sloppy. Thank you!

    5 votes

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  5. Estimates in Spanish

    I want to be able to create and send estimates in Spanish for my clients that don't speak English.

    1 vote

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  6. Send email with multiple attachments that can be signed

    Create email using a template then add an estimate and other documents that need to be signed. Currently 3 separate processes. Send an email, send an estimate with out the verbiage you need in body of email. The crest document and send that to be signed

    4 votes

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  7. Request for Enhanced Document Identification & Preview for Email Attachments

    I'm experiencing a challenge in differentiating between various documents (quotes, invoices, etc.) when attaching them to emails within your system. Currently, the only distinguishing factor is the estimate or invoice number, which doesn't allow us to easily associate documents with specific project details.

    To improve this process, I propose the following enhancements:

    1. Display the "Internal Note" Next to All Documents: This additional description would help users identify the correct documents for attachment more efficiently.

    2. Expandable Document Preview: Allowing users to click on a document's small image to see it in a larger format would provide visual confirmation of the content,…

    1 vote

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  8. 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.

    5 votes

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  9. 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

    6 votes

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  10. Hold Smart Invoices

    When creating a smart estimate template, it takes a lot of time. It also may take a lot of people to collaborate. I would like to save an unfinished smart estimate template. At this time I can only save it if everything has been filled out. If I run out of time, or need to take care of something that suddenly comes up, I will lose all of my effort.
    I suggest adding a "Save and Finish Later" button to the template so that all my work is not lost if I do not have the time to finish everything.

    4 votes

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  11. Smart Estimates Upgrade

    It would be so much quicker if each item had its own formula for calculating material. For that, a "measurements" tab would allow to enter all measurements for a job, then when creating an estimate, each item could be easily calculated using their own formulas and the measurements provided. The way it works right now is cumbersome, and it does not integrate with my saved estimate templates. When a similar material item has different coverage (one would cover 20' and the other would cover 33') I need to create a whole new smart estimate to account for that small change.

    3 votes

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  12. Estimate Total field at bottom editable

    Would like to have the total price editable. We would like to put in our product list and then a total contract price and then the system will auto calculate the price on each product.

    1 vote

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  13. Create A Separate Summary of Markup vs Additional Markup

    I'd like to be able to use the main line item markup section as overhead recovery, then have additional markup on top of that. This would be atainable with a workaround if the estimate breakdown showed the line item markup as a separate subtotal before the additional markup.

    1 vote

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  14. Set Margins by Estimate Section

    Currently you can only set margin line by line or for the whole estimate. A function to set each section at it's own margin would be helpful.

    1 vote

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  15. Edit Smart Estimate PDF layout

    Add ability to edit the layout for smart estimates once they are generated

    2 votes

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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!

    2 votes

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  17. 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…

    12 votes

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  18. Allow photos to be integrated into estimates

    The ability to include uploaded photos into an estimate.

    9 votes

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  19. back to financials page

    From an estimate or invoice I want to be able to go back to financials page instead of having to route back through the job or to the board.

    I want the same thing from the Work orders page.

    3 votes

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  20. Change warning message text for when a user tries to edit an existing estimate

    there's a warning message when I try to edit a voided estimate that says the estimate is approved, even if it was never signed.

    1 vote

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