Financials
298 results found
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Ability to set the required margins per workflow not just one overall
Having more than one type of job we do, we have different required margins and there is an option for only ONE set margin. I'd like to have the ability to set the required margins per workflow, not a blanket margin.
8 votes -
Toggle on/off whether item name is shown on the estimate details page on NEW SALES EXPERIENCE.
Can you make it where we can toggle on or off to show the item name in the new sales experience? Right now it populates both the item name and the item description and it is not readable for a customer. We have all of our products and services built like the following:
Item name = {item number} {truncated item description}
Item description = {long item description}Example:
Item name= 2003 Hardieplank 8 1/4" CM Lap
Item Description = Hardieplank Lap Siding Select Cedarmill (Primed) - 8 1/4"In the New Sales Experience, in the estimate details page, the line…
4 votes -
Internal notes on new estimate function
No longer have the option to put an internal note for estimates.
11 votes -
Invoice Split Payment Terms - custom
With the custom terms on invoices - Please consider allowing us to put in custom amounts instead of percentages.
For instance we always collect the deduct separate when we do insurance jobs. It would be helpful to be able to have a custom payment due for the deductible amount.
4 votes -
Turn off Credit/Debit card option
In QuickBooks, we have the option to turn off the credit/debit card option for each individual invoice. Can we get that option?
7 votes -
Ability for sales rep to choose financing options from mobile app
Ability for sales rep to choose financing options from mobile app, when creating estimates
3 votes -
Revolutionizing Payroll: The Future of Paystub Management in 2025
The year 2025 marks a major shift for businesses striving to optimize their payroll processes. Automation and digital technologies are at the forefront, revolutionizing traditional paystub management into a streamlined, efficient, and error-free system. These advancements not only simplify payroll tasks but also enhance compliance and employee satisfaction. This article delves into the latest technological trends in paystub management, highlighting key benefits and strategies for businesses looking to modernize their payroll operations.
The Evolution of Paystub Management
Historically, managing paystubs was a cumbersome task, fraught with manual data entry errors, lengthy processing times, and challenges in data storage and retrieval.…
2 votes -
Only sync QuickBooks summary data over to JobNimbus per job/contact (ie: totals for invoices, amount due, payments)
Request:
We want the ability see SOME invoice info (without the entire invoice syncing over) such as:
Total Amount of all invoices per job/contact
Amount Due of all invoices per job/contactThis request applies in the same way for payments syncing over such as syncing over only the Total Amount Paid per job/contact.
Reason for need:
Invoices do not sync over correctly from QuickBooks because JobNimbus doesn't allow line items with no "Item Name" /"Product/service" selected. We need to be able to have line items that are purely descriptive with no price. This requires a "Product/service" NOT to be selected.…4 votes -
delete products
would like the ability to deleted products from our catalog , not just hide them. we entered a multitude of products when we weren't really up to speed on products that we would like to delete entirely
6 votes -
Receipt of Payment from Payments
Under "Payments" Click on the payment's, 3 buttons (where Edit & Delete is) and have an option for Email, to send a receipt of payment and be able to automatically send a receipt of payment receipt once down payment is made. (We require a signed estimate and a deposit down prior to starting a customers project and do not invoice them out until, the job is completed. In which they have 30 days to pay.) We would like to not have to go into another app (JobNimbus Payments App) to have to physically send one each time.
4 votes -
9 votes
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Get Payment Link Button
Right now you can only generate this link to JobNimbus Payments if you have Job Nimbus Engage on the Invoice Window. Add a button to simply copy the payment link you are already generating in the Payment Request Template.
This will enable anyone in collections departments to be able to:
-Paste the link anywhere, including their own text message channels
-Send the link outside of Job Nimbus Engage
-Not force us to use this weird work around to extract us
-Not force us to buy into Job Nimbus Engage to even be able to use the work around14 votes -
Different waist factors for different items
We like to have different waist factors for different products like shingles have 1 factor but flashings have another factor. It would be great to have the option to use different factors for every item
1 vote -
Multiple Spots for Signature/Initials in NSE
It would be nice if we had the option to insert a signature/initial field in the Estimate for NSE. Right now, there is only the one signature page available, and this doesn't work for our business at this time. Currently, we are sending our Project Agreements through Adobe Sign, but would prefer to have everything in one place!
1 vote -
please allow more the 31 characters in the product name
only being allowed 31 characters in the product name is a pain it would be nice to be able to have more.
I tried to enter (Chimney flashing w/ counter flashing) and it is too big so I had to drop the last flashing to make it work
1 vote -
Update Estimate (NSE) Cover Page
Add ability to update company info in the New Sales Experience. Changes to company phone number and email addresses do not sync to NSE.
13 votes -
Show Revenue as Pre-Tax in Profit Tracker
Revenue in profit tracker is showed with sales tax included. Revenue should show the pre-tax amount, or at least give us the option to remove the sales tax from revenue.
1 vote -
Payments
If a payment is returned to have that deduct from what has been paid. Also would like it to show in Jobnimbus if there is a credit on an invoice after payments.
1 vote -
No Email Necessary; for Approval on Estimates to convert to an Invoice
If a customer does not have an email address and we manually "Approve" the estimate we do not need to make a "fake" email address for the customer, to mark it as signed and then, be able to convert to an invoice! If we mark it "Approved" and make note of how it was approved (in person, over the phone, signed sheet, etc.) and just be able to convert it to an invoice anyway, should be an option.
1 vote -
Need an option on budget commissions for percent of net profit
Need an option on budget commissions for percent of net profit as this will help paying sales reps with Company overhead taken out of equation not affecting gross profit margins
10 votes
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