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JobNimbus Feedback

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Financials

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26 results found

  1. Make Budgets function like other financials (see detailed system activity)

    I don't understand why Budgets seem to be the one area of JN that are set up completely different from every other functionality of JN (like Estimates, MO, WO, etc) on all other areas you can see what was actually changed in the system activity, you can have multiple templates, you can see a pdf of the document, etc.
    Budgets are literally one of the most important documents relating to profitability of the job and the salesman's commissions and it is the one area that can be changed with NO audit trail of what was changed.

    4 votes

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  2. 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

    4 votes

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  3. I would like the option to name budgets

    We use JN for PreCaps as well as the final cap out of a job. Our sales reps have access to this and it keeps them familiar as the job is flowing through production. Also for retail or commercial we would like to use this for a PreCap on our good, better, and best options

    5 votes

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  4. Auomatically Include Work Oders, Material Orders, Paymets in Budgets

    I would like to be able to automatically push work orders, material orders, payments, etc into the budgets so it's not being input twice.

    3 votes

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  5. Make Crew Pay and Job Costing Easier?

    Almost all of the financial features (invoice, credit memos, etc.) have ability to save templates with pricing. However, work orders do not include a price component. We want to be able to save a template for each of crews at their different rates. This would allow us to create a work order, load a template for that specific crew at their specific rates when we send the work order. This would cut down on confusion over crew pay and would result in faster crew pay.

    Example: Go to "Work Orders" > fill in all the normal labor lines for a…

    6 votes

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  6. Budget Categories

    Within a singular budget, there should be more categorical breakdowns in addition to Labor.
    For example -- material category, labor category, overhead category. That way I can run an accurate report on Commissions paid/ unpaid, labor paid/unpaid, material purchased.

    5 votes

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  7. Budget Payout Date Change

    Coming from a business that has been operating and signed up with JobNimbus later on in the year, the budgets are being implemented to see what our profit to loss ratio is looking like as well as the evaluate expenses. When building these budgets the Sales Reps that have already been paid their commission on the job are getting confused because the "Mark Paid" button does not have an option to change the payout date. Especially if you are paying out 20-30 people as I do on Fridays, I would like to be able to back date for future date…

    3 votes

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  8. The ability to add an internal note to budgets.

    The ability to add an internal note to budgets.

    10 votes

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  9. Time tracking for employees

    Time tracking for employees

    115 votes

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  10. Expense entry

    However I don’t see where you can do simple expense entry per job. Often there are additional one off expenses associated with jobs.

    We primarily do simple residential roofs so it’s not efficient or necessary for us to build out a budget on every project. We just want a way to enter final revenue and expenses during and after a job is complete to track profitability.

    Just a simple revenue expense / profit feature. Is that possible with system? Too cumbersome for our team to get overly complicated with data entry based on quantity of projects we do.

    Example, residential…

    2 votes

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  11. Be able to record commission overrides

    Setup budget feature to track override commissions. There should be a separate configuration in the system for sales managers to designate an override amount so whenever anyone from their team gets a deal, they get a percentage.

    6 votes

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  12. Budget automation

    Can the budget section be automated. Where it takes the totals of the estimate/invoice, commissions, work orders and material orders automatically. SO when ever you add a new work order or material order it updates the budget totals.....?

    14 votes

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  13. Status option for budgets

    To have a status option for budgets, like you do for an estimate/invoice. This way I can accurately determine what gross and net margins are, if there are jobs in the budget where costs have not been entered yet, because projects are not completed. The only way I can accurately get my margins correct is for me to filter by a completed job.

    7 votes

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  14. Material Tax on Budgets

    Would like to include material tax on budgets

    4 votes

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  15. Use a negative number in budgets

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

    9 votes

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  16. Change Date of Commissions Marked Paid

    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.

    12 votes

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  17. Percentage Rate Viewing Budgets

    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.

    4 votes

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  18. 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…

    22 votes

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  19. Multiple Budget Templates

    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.

    15 votes

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  20. A commission sheet that i can print off for salesman

    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.

    70 votes

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