Financials
398 results found
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Smart Estimates Upgrade
It would be so much quicker if each item had its own formula for calculating material. For that, a "measurements" tab would allow to enter all measurements for a job, then when creating an estimate, each item could be easily calculated using their own formulas and the measurements provided. The way it works right now is cumbersome, and it does not integrate with my saved estimate templates. When a similar material item has different coverage (one would cover 20' and the other would cover 33') I need to create a whole new smart estimate to account for that small change.
3 votes -
Organized Products & Services List when adding items to Financials
Products & Services dropdown list when adding items to financials should be alphabetical, or at least organized in the same way every time.
3 votes -
Edit Smart Estimate PDF layout
Add ability to edit the layout for smart estimates once they are generated
2 votes -
CRITICAL NEED!! - ESTIMATE TEMPLATES DO NOT SYNC WITH PRODUCTS & SERVICES! ACCYLYNX DOES THIS! WHY CAN'T JOB NIMBUS?
We are a 42 yr Roofing Company out of Portland, OR.
We've used Acculynx for the last 9 years and are finally switching!
I am currently integrating and setting up our business in Job Nimbus.Products & Services (Material & Labor Items):
Love how I can sync a CSV file or Google Sheet to QBO, and again sync QBO to Job Nimbus to continuously populate new pricing. This is huge with how crazy our industry has felt the burden of constant price increases from our suppliers.
My main roofing supplier sends me a material spreadsheet with 5k line items with…14 votes -
back to financials page
From an estimate or invoice I want to be able to go back to financials page instead of having to route back through the job or to the board.
I want the same thing from the Work orders page.
4 votes -
Integration for Point of Sale card swipers
Add integration for point of sale swipe systems like Square or BBPOS
3 votes -
DESPERATELY NEEDED ADDITION TO THE PRODUCT CATALOG AND QUOTES FUNCTION
Adding a section on each line item to add internal notes such as bulk cost breakdowns, part numbers, last time pricing was updated notes, etc. BuilderTrend has this functionality and it is so helpful in both the price catalog and when writing quotes.
10 votes -
Invoice DUE Date Added to Invoice Section of Financials Tab
On the financials tab under invoices, it only shows the invoiced date, which is partially helpful. The biggest need is to see the DUE DATE right on that section. This is a HUUUUUUUUUUUUUUGE need!
2 votes -
Products & Service supplier details
For the materials, it would be awesome to have all the details about the products, including the ability to add photos to the product itself (not just the estimate, so it can be reused);
Adding vendor contact/ order info, including hyperlinks to their websites so ordering materials is much faster with a few clicks.
Adding internal notes for anything else, like last updated pricing, Part Numbers or things you just don't want the client to see.
4 votes -
Work Order Attachment
The ability to attach photos to a work order before it goes out to the installer.
4 votes -
Late fee after no payment by a certain date
Please have a way to add a late fee after payment isnt made by certain date
10 votes -
Ability or button that would auto update product and services when pulled from saved estimates.
Ability or button that would auto update product and services when pulled from saved estimates.
3 votes -
Custom Status for Invoices
Ability to set custom statuses for invoices
6 votes -
Bold and Italicize Description
Be able to Bold and Italicize certain words within the descriptions so that things are clearly visible and can make for easier communication and understanding of the descriptions.
4 votes -
Searchable sections
Make sections able to be searched for. This way you can have a bundle of line items under a section name that represent something, like changing a skylight for example that will have material and labor line items pop up under it, then be able to choose a quantity for the section and a markup per section (we have different margins for different trades). It feels like the smart estimates are trying to do this, but this would be a great supplement to that and make a large portion of the other features in JobNimbus a lot more helpful.
2 votes -
DESPERATELY NEEDED ADDITION TO THE PRODUCT CATALOG AND QUOTES FUNCTION
Adding a section on each line item to add internal notes such as bulk cost breakdowns, part numbers, last time pricing was updated notes, etc. BuilderTrend has this functionality and it is so helpful in both the price catalog and when writing quotes.
5 votes -
Invoices/Payments Reflecting Overpayment
Invoice amount is for $200-, customer over pays say $225- it just marks the invoice paid, it shows the credit down below in the invoice payment section. We'd like the invoice to show a negative number until we enter a credit memo to reflect us reimbursing the customer or accepting the over payment for transparency sake.
23 votes -
6 votes
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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.
7 votes -
Sort Subcontractor List
I would like to be able to sort the subcontractor list on the work order page.
2 votes
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