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JobNimbus Feedback

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Financials

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102 results found

  1. 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.

    8 votes

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  2. More Cost Options

    Would like option to add an Overhead line item to the estimate. Current Estimate Template has option for Material & Labor; would like to have a separate line for Overhead.

    3 votes

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  3. Rounding in Estimates / Invoices

    It would be great to be able to have line items round to the nearest dollar or $5 increment. OR have the ability to have Sections round to the nearest dollar increment that is chosen in settings.

    7 votes

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  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.

    6 votes

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  5. Able to Add Total Labor and Total Materials as Invoice Report Column Option

    Include the total labor cost and total material cost in an invoice report as a column option. When I run a weekly or monthly invoice report, I can see the total invoice price and the total costs as line items, but really need to see the total material and total labor breakdown also. It shows on the invoice -- just want to add it as a column option, exactly like Total, Total Cost, Total Paid, Balance, etc options

    2 votes

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  6. Page breaks on estimates or invoices

    Right now if there are too many items or long item descriptions on an estimate or invoice then the page break cuts off some of the information and makes it difficult for contacts to read. We need that ability to insert page breaks to avoid this.

    4 votes

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  7. Hide amounts or not to hide amounts, or items

    I want to be able to hide or not hide items individually within a section.

    i.e.

    I am bidding to add lighting in a horse barn/arena. I don't want them getting lost in the involved items but I want them to see I am charging them for 14 fixtures and then I would also be able to have the direct attached image instead of adding an image attachment separately.

    2 votes

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  8. Add logos of credit card companies to Invoice templates

    Ability to insert photos into invoice templates such as "Amex" or "Visa" so customers know we accept these types of credit card payments

    3 votes

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  9. Ability to use template custom fields in line items

    Like template fields on an estimate, it would be great to be able to use fields that auto populate in the line items of an estimate that can draw data from a contact field. This would be helpful for repeated estimates that need the same/similar data.

    2 votes

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  10. Formula section for Estimates

    I think we need a section that allows us to be able to create simple formulas with the estimate lines. For example: My team uses Hover for a siding estimate. They enter the linear feet of trim that hover displays for "Outside Corners" and it is in a "James Hardie Template". The formula I would need to write is: Outside Corner Linear Feet * .05 (round up) / 12 (12' is the length of the trim for James Hardie)

    Don’t get hung up on Hover. We don’t always need a hover, but having that capability to convert a line item…

    2 votes

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  11. 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.

    9 votes

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  12. Custom field pulls from estimate totals

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

    4 votes

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  13. 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.

    16 votes

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  14. Temporary Products

    The ability to add products in estimates/invoices without saving the products permanently.

    4 votes

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  15. Remove Subtotal and Total from Estimates

    It would be great if estimate templates were more customizable so that we can remove total/subtotal from estimates when necessary.

    4 votes

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  16. 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.

    3 votes

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  17. 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

    22 votes

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  18. 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.

    6 votes

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  19. 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.

    14 votes

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  20. 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…

    7 votes

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