Skip to content

JobNimbus Feedback

Have suggestions for how we can improve? Share them in the categories, or vote for the ideas you like best. We want to hear your feedback!

Please only include one suggestion per post. While we can't respond to every suggestion, we are committed to reviewing every suggestion individually.

Financials

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

310 results found

  1. CC email feature for web version. As of now only the mobile version features Carbon Copying.

    Currently only the mobile version allows you to CC multiple email addresses to the email.
    Web version should allow you to carbon copy as well.

    4 votes
    0 comments  ·  Templates  ·  Admin →
    How important is this to you?
  2. 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.

    2 votes
    How important is this to you?
  3. delivery options

    Add an option for roof load under the delivery options

    3 votes
    How important is this to you?
  4. New sales experience - Ability to convert estimates to work orders and material orders

    Unlike the legacy format we can no longer convert estimates to work orders and material orders unless they are signed. This is very important for us when we are sending our material or labor lists for subcontractor bidding and supplier pricing prior to presenting our proposals. We tried changing the estimate status to approved, but that doesn't work. Only signed estimates can be converted. We've had to duplicate and edit the estimates to make them look like a WO or MO, and since there are no internal notes available we can't tell what is what looking at the financials screen.

    1 vote
    How important is this to you?
  5. 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.

    5 votes
    1 comment  ·  Admin →
    How important is this to you?
  6. 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
    How important is this to you?
  7. Option for Estimates to Sync with QBO upon creation AND be able to edit Estimate numbers MANUALLY

    Right now, when we create an estimate in JN it does not automatically sync to QuickBooks until it has been ‘approved’, or the status has been changed to ‘sent’. This is causing an issue because the estimate number is not recording in QuickBooks upon creation of the estimates. If an estimate is then created in QuickBooks either by mistake or for any other valid reason, the estimate numbers become duplicated. When this duplicate estimate number occurs, my JN estimate will no longer transfer to QB because there is a confliction of duplicate estimate numbers.

    To top it off, I cannot…

    1 vote
    How important is this to you?
  8. Mark up on Estimates

    Ability to use the mark up function on estimate similar to how set up on Sumo Quote in the New sales experience.

    1 vote
    How important is this to you?
  9. 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.

    15 votes
    How important is this to you?
  10. 9 votes
    How important is this to you?
  11. 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

    12 votes
    How important is this to you?
  12. 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 around

    14 votes
    4 comments  ·  Payments  ·  Admin →
    How important is this to you?
  13. 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
    How important is this to you?
  14. 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

    13 votes
    How important is this to you?
  15. 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
    0 comments  ·  Payments  ·  Admin →
    How important is this to you?
  16. 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
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?
  17. Toggle on and off button for supplemental items listed in estimate but not approved yet from insurance

    Allow Supplemental items to be listed in the estimate but have a feature to toggle the price of the line item on and off. That way they can be listed out on the estimate and then turned on and off based on what is approved from the insurance company. Currently I have to list them in my estimate but change the price individually to $0.00 until they approved and then I have to go change them back to the price when approved.

    2 votes
    How important is this to you?
  18. Feedback on New Invoicing

    With the new process spreading the financial documents out and requiring scrolling to be able to view everything (notes and line items together), and the legacy process allowing everything to be seen at once, doesn’t the new way seem counterproductive since you have to go back and forth…and less efficient since more time is spent scrolling back and forth making sure everything is notated correctly corresponding with the line items?

    4 votes
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?
  19. 💡Boards Feedback/Ideas💡

    Please upvote if you agree!

    💠 Allow for customization of what is displayed on the body of cards based on the List that it's currently under (today all cards on a Board have the same displayed information across entire Board).

    💠 Re-size the board display on web so there isn't two vertical scroll bars. Difficult to scroll left and right due to not being able to see horizontal scroll bar without scrolling page vertical bar.

    💠 Enable cards to be right-clicked and opened in a new tab, so users can quickly interact with a job/contact without leaving the Board.

    💠…

    13 votes
    How important is this to you?
  20. 11 votes
    2 comments  ·  Work Orders  ·  Admin →
    How important is this to you?
  • Don't see your idea?

Feedback and Knowledge Base