JobNimbus Feedback

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Financials

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  1. Use multiple templates in one estimate

    We have very detailed and exhaustive estimate templates built that save us a lot of time creating our estimates. However, sometimes we want to create a separate section in the estimate for a different type of work, etc. It would be great if we could load another template in under that section heading, but as it is now, we just have to build it line by line from that point on.

    9 votes
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    Viewed  ·  0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  2. Ability to add signature line to estimate template (with page breaks!)

    We send out a LOT of estimates every year, so it would be extremely cumbersome to generate a new document each time someone approves an estimate in order to create a contract. Instead, we add our contract language to every proposal and have signature lines at the bottom. In most cases, this runs onto two or more pages so we include the estimate number for easy reference below the signature.

    That said, we need the customers to be able to esign!! Can we please add this functionality to estimates? It would be extremely helpful to also add pagebreaks to help…

    7 votes
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    1 comment  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  3. 6 votes
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    Viewed  ·  0 comments  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  4. Auto Save Financials

    auto save work. I spent over 2 hours working on an estimate, something happened and screen went back to main contact screen, all information entered was lost

    9 votes
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    Viewed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. OFFER A SOLUTION BESIDES WEPAY - THEY HAVE NO PHONE NUMBER AND A C RATING!!!!

    https://www.cardpaymentoptions.com/credit-card-processors/wepay/

    Grade of C for WePay.

    They have no phone number. I am waiting on $2000 that they can't explain online and they don't have a support number to call. My customers don't know where there money is, and I don't either.

    That's a shady way to do business, and I expected better from JN.

    2 votes
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    1 comment  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
  6. Print or Export Budgets

    I think this may be my third time posting about this. I'm just confused as to why this doesn't exist when the feature is already present in Job Nimbus.

    Budgets, currently as they stand, have no ability to be Printed or to be exported as a CSV (The Budget Report that would only show you the Totals and Profit of each budget is not an answer to this.)

    Every other Financial Document (Invoice, Credit Memo, Material Order, Estimate) can all be printed out in PDF format, but Budgets do not have this feature. But personally I would prefer it if…

    3 votes
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    0 comments  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →
  7. Invoice number and contact/job names tied to JobNimbus WePay notification emails.

    It would be very helpful to have the invoice number and contact/job names tied to JobNimbus WePay notification emails. Currently you just received and email saying a payment has been received made by the card holders name.

    This is very confusing if a spouse or someone other than the listed contact pays the invoice. We often receive payments but have no idea which invoice/contact/job it is meant for. See attachment.

    Thank you!

    3 votes
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    0 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
  8. import/export products and services

    I would like the ability to export/import products and services directly from JobNimbus rather than using Quickbooks when we routinely update their catalog in JobNimbus

    2 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. Ability to price estimates with a blanket profit margin

    example cost of 1 square of roofing installed is $177 the the profit margin is 49.5% = sales price calculated at $350 a square

    7 votes
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    Viewed  ·  1 comment  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  10. Text Work Orders

    It would be great if JobNimbus gave us the ability to text Work Orders to Subcontractors since they all have mobile phones in their back pockets.

    2 votes
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    Viewed  ·  0 comments  ·  Work Orders  ·  Flag idea as inappropriate…  ·  Admin →
  11. The ability to issue change orders.

    It has Credit Memo's, a Change Order would be just the opposite to add material to an existing order.

    6 votes
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    Viewed  ·  0 comments  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  12. 3 votes
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    Gathering Feedback  ·  0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  13. Invoice Term: "Due Upon Completion" and/or "TBD" and/or "Net##" Without a Specific Date

    We register a deposit from the customer, the customer wants a receipt, there is no way to email a payment confirmation right? We have to email an Invoice, correct? Well the Invoice only allows for a specific date as the due date, or "Due Upon Receipt (of the Invoice)". We don't know when the actual install is going to happen, so we need "Due Upon Completion" and/or "TBD" and/or "Net##" Without a Specific Date.

    2 votes
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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  14. Page Breaks for template

    The ability to insert a page break into a template. We have several templates that require a break. My boss is extremely frustrated.

    7 votes
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    4 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →

    Which templates are you wanting to add a page break to?

    On certain forms, like an estimate, it seems like the page breaks would need to be conditional based on the number of line items, which would be quite tricky.

    Thanks,
    Aaron

  15. More customizable Templates

    I would like to be able to build a static template for our site visits that would populate from JN. I would like to be able to format it similar to the estimate form (with the different text boxes), but I can't manipulate all those areas and when I try to build a 'Document Template, there is no way to create those text boxes like the ones in the estimate template. it's frustrating because it's a simple word feature under the Developer tab, but I have to pay some other app to be able to do it here in JN.…

    5 votes
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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  16. Allow attachments/pictures to be added to estimates

    <p>Allow attachments/pictures to be added to estimates. Be able to customize a message before emailing invoice, etc.</p>

    1 vote
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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  17. Logging expenses more effectively inside the app

    We would like a way of logging expenses more efficiently inside the app. When someone runs to a hardware store or roofing supplier to pick up some additional material we need a more efficient way of tracking this in JobNimbus. We do not want to create a material order which would require that we have the products entered into products and services. We would also like to attach the receipt as well.

    1 vote
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    0 comments  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →
  18. Comissions Based on Customer Payment

    We pay sales commissions as the customer pays progress payments. Is there a way to track commission based on customer payments?

    3 votes
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    1 comment  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →
  19. 2 digit year when posting payments

    Is there a way you can change the program to accept 2 digit years when posting payments, currently it requires the entire 4 digits unless you use the calendar. As the bookkeeper posting payments all day long, this is the only program I use on a daily basis that requires 4 digits

    1 vote
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    0 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
  20. Stop totals from adding on the estimate when using the good, better or best system of selling.

    I would like the totals to show blank until the customer has chosen the options they are going to agree to. This way you don't send the customer an inflated estimate.

    1 vote
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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
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