JobNimbus Feedback

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Financials

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  1. Toggle Button for credit card fees on estimate.

    We absolutely need a toggle button enabled to turn on and off credit card fees on each estimate not just an “all off or on” button. Not being able to switch this on for a contract payment the other day ended up costing us $900 in credit card fees. This needs to be fixed sooner rather than later. Thank you

    7 votes

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  2. 5 votes

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  3. Monthly Payment Options

    Create a calculation for estimated financing options using amortized loan equation. Let the Nimbus user enter in the rate (r) and term length (n). Set a function to import the estimate total (P) into the equation. The (A) would be the box that shows the monthly payment on the estimates.

    Here's the equation:

    A = Payment amount per period

    P = Initial principal or loan amount (in this example, $10,000)

    r = Interest rate per period (in our example, that's 7.5% divided by 12 months)

    n = Total number of payments or periods

    The formula for calculating your monthly payment…

    1 vote

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  4. Accepting Down payments on jobs (Accrual basis of accounting)

    Has anyone found a good work around for accepting down payments for jobs that will not start for at least 4-6 weeks. We are on the accrual basis of accounting and currently JobNimbus has us doing an invoice for the down payment then posting a payment against that invoice. This invoice transfers to Quickbooks as unearned revenue which is where it's supposed to go. W

    Weeks later, when we start the job, we convert the estimate to an invoice when recognize the income. The problem is the people are getting confused as to what to tell the client they need…

    2 votes

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  5. The ability to text the invoices over to clients.

    The ability to text over the estimate to the client for them to pay on their phone.

    2 votes

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  6. Enable Customer Autopay

    The ability to enroll homeowners in an autopayment plan, so that when we set terms as due monthly the customer doesn't have to manually make that payment each month.

    1 vote

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  7. 1 vote

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  8. Negative Payments

    the ability to record negative payments for when something during a job goes wrong (for example) and a portion of the amount paid by the customer is refunded to them. A credit memo does not work, as it does not update the amount originally paid by the customer, per the total on the "payments" tab.

    5 votes

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  9. Custom Fields Inside Financials

    I would like to have a way to add custom fields to my financial/payments section and be able to add those fields as columns.

    4 votes

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  10. Add Company Name to Payment Receipt Emails

    The Company Name needs to be included on the payment receipt emails that are sent by WePay.

    1 vote

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  11. Option to remove "None" as a payment method or change the default/first option in list

    The new payment method option "None" has been creating problems with or processes. We need a way to either remove it or have "Check" or "Credit Card" as the default/first option on the list.

    3 votes

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  12. Custom Payment Methods

    Need to customize Payment Methods and be able to edit other payment methods. I.E. In house Finance, Greensky, PayPal, Square, ect.

    33 votes

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    While we don’t currently have support for this on the JobNimbus side, if you’re using QuickBooks Desktop, you can add custom payment methods to QBD and then map them to existing ones in JobNimbus in order to have those sync properly.

    We’ll keep this on our list to address in a future update.

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