JobNimbus Feedback

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Financials

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  1. Budget feature

    I use the budget tab to calculate P&L for each contact and divide out commissions.
    I often advance portions of commissions to sales reps.
    It would be great if I could add a negative - number as commission in the budget.

    5 votes
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    Viewed  ·  1 comment  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →
  2. Change Orders

    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.

    15 votes
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    2 comments  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →

    We want to officially support Change Orders soon, but in the meantime most JobNimbus customers are using Work Orders to manage this work.

    As for folders, you can vote for that specific feature here: http://jobnimbus.uservoice.com/forums/136212-general/suggestions/6066331-folders-for-attachments

    Alternatively, you can use File Types to act as “folders” for your attachments. You can manage your file types by going to Settings > File Types and setting different ones, essentially what would be “Folders”, and then you can use those “folder” names (or file types) to filter your Attachments list based on those “folders”. It actually works pretty well if you have it set up right.

  3. Budget Feature to include Estimate vs Actual

    It'd be great if we had additional columns in the Budget feature that enabled entry of an estimated cost and an Actual cost, alongside the existing Budget cost. Allowing the estimated and actual costs to be entered creates a full-fledged Job Cost ability, versus just a budget amount.

    17 votes
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    Viewed  ·  3 comments  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →
  4. Ability to Track/Calculate a Draw Against Commissions

    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.

    32 votes
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    Viewed  ·  5 comments  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →
  5. Saved Budgets (Templates)

    Is there a way to set up budget templates that can be used to budget for different types of products?

    2 votes
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    0 comments  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →

    Right now, you’re able to create a budget from an estimate, and we do have “Saved Estimates” so if you build the Budget from the estimate, then you can technically do this, but we’ll look into supporting this feature.

  6. Email, Print, or PDF for Budget

    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.

    29 votes
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    Viewed  ·  8 comments  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →
  7. Budget Naming

    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.

    13 votes
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    Viewed  ·  2 comments  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →
  8. More Customizable Form in Financial Tab

    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

    16 votes
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    Viewed  ·  2 comments  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →
  9. reference to show to which estimate is budget allocated

    it would be good when doing budget from estimte so that there is a description box in budget so I can see from which estimate is this budget made. we have jobs with some having 10-20 estimates and the same amount of budgets and it would make it much easier to allocate them

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