It would be helpful if we could add negative numbers to a budget for something like a material return.

I need to be able to change the date of a commission marked paid. If one is missed, then marked paid when it is found, it messes up the financials of that month/quarter, etc. There should be a dated to choose of marking paid.

Currently a Budget cannot be converted to a PDF in order to print or share; a screenshot has to be taken, and then printed/shared. We use the budget feature as part of our commission payouts for our sales team, and file these budget docs once a job is completed and paid-out. Having a formal printable document would be nice.

It would be incredibly beneficial to be able to have the percentage rates visible on my budgets outside of the editing view. It makes it difficult to have to select edit any time we want to know what the specific percentage rate is on a line item.

Would like to have multiple budget templates available. This should be an easy thing to code and will allow us to have different people on different compensation models.

I really wish there was a section where I could print off a commission sheet for salesman. Right now I am building one in the budget form for them and then printing it. There is not a print button in this section and it makes it very difficult. We would also like the option of net profit.

have a click box next to the total amount in the material order to set it as a line item in the budget.

have a click box next to the total amount in the invoice to set it as the budget price.

Once all said and done, It would be nice to get a profit calculated for the Job. The 'Budget" has some nice features that could accomplish some of these things but would need to expanded. Some of the things to include
1) Material cost
2) Labor Cost (per employee) Cost vary
3) a)Original price Line for projject
b) Added/Subtracted Change orders as line items
c) Total Job Price
4) More choices, teirs to calculate the commission
5) Able to print out as well as save per job

So all appropriate parties could see actual current expenses to compare to their job budgets.

If Change Orders were available (especially if they automatically updated the budget) that would be awesome! Also, if an option for attachments allowed "folders" of some sort, that would be helpful. We use attachments a lot and it gets messy with prints, photos, docs, etc all being in one place.

Many company's offer the sales person a draw against commission when the ACV check is collected. Job nimbus currently does not allow the calculation to record or recover that draw when the final commission is paid.

Currently there is no option to email, print or pdf a job budget which is very beneficial in forwarding to your salesforce. The work around is a printscreen which unfortunately captures everything on the screen and is not very professional. We have a Snag It program that we can use to capture just the budget flow to make things better but it would really save time if the program has this option automatically.

Would be helpful to be able to manually assign a name to the budget. Currently it automatically assigns a budget number. We would like to break out our trades and create a separate budget for each (ie paint, gutters, siding). We are able to do this by creating new budgets for each, but under the financials tab the budgets are listed by the assigned number, therefore we have to go into each one to see which trade that budget is for.

It would be nice if there was a more customizable form in the finances
section for each job. I would like to be able to make a "Cap Sheet" for each job for the salesmen's commissions. I can almost do this with the Budget form but want to be able to subtract out any advances or draws on the same form. For example:

Bills
ABC Supply: $3000
Labor- roof : $2000
Home Depot: $50
Total $5050

Job Total: $12000
Job Cost 1200
Job Expense(bills) 5050
Profit 5750
Commision 2875
4% draw ($480)
Draw/Advances ($500)
Commision Due 1895