Financials
238 results found
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Payment status options
Option to change payments to void or returned if they fail for any reason. Almost like an activity log for payments where even if payments bounced for any reason, you can see they've attempted to pay in the past and maybe even see if it's a recurrent issue with them.
4 votes -
Optional sections
The software we're transitioning from is a lot more basic than JobNimbus, but it already has this so it's disappointing that JobNimbus doesn't. Basically, have the customer be able to select what sections of the estimate they would like and this would determine their total estimate price (for good better best estimates for example or multi-trade estimates). Just have a checkbox for them to select by each section. This could easily allow upselling and cross selling without making the estimate a mess that then later has to be commented on by the customer, edited, and resent.
24 votes -
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 -
Separating material, labor and markup costs and prices per section option.
We typically send pricing for multiple scopes of work and when a job is completed and we're getting ready to pay our subcontractors we like to reference the initial estimate to see what we priced for true labor cost and we need to see it per section but right now the labor and material costs are for the entire estimate. An option to see the costs broken out per sections would be helpful.
2 votes -
9 votes
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Auto assign sales rep to new work orders
Ability to make new work orders auto assign to the sales rep rather than the assignee. Our leads come from SalesRabbit and only assign the sales rep. This causes confusion when someone else makes the work order and it doesn't auto assign the sales rep to the work order
3 votes -
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 -
Duplicate an Estimate
There is a duplicate feature, but it cannot be used to duplicate an estimate. It would be a lot easier to duplicate an estimate in case we need to move an estimate to another contact, a related contact, or second job under the same contact, etc.
4 votes -
Rejected payments should update in the financials tab
Rejected payments in JobNimbus Payments should update in the financials tab in JobNimbus. Currently, rejected payments still show as though they were accepted and processed in the financials tab.
2 votes -
Gross Margin estimating as an option instead of Markup
Hi, can an option be added to use gross margin instead of markup on the products and services? Almost every company I know uses margin instead of markup and it would be great to be able to properly manage and price to this inside of JN instead of having to have a separate spreadsheet for pricing every item.
Almost all of the JobNimbus competitors also use gross profit margin and it is much clearer and less messy process. Thank you for the consideration!
8 votes -
The ability to connect multiple bank accounts when having multiple payment locations.
The ability to connect multiple bank accounts when having multiple payment locations.
2 votes -
The ability to have the ACH fee returned when a check bounces.
The ability to have the ACH fee returned when a check bounces.
2 votes -
JobNimbus Payments: Separate charge for ACH fee
There should be a separately charged fee for ACH payments processed through JN Payments. We just started using the new payments system and it is really messing up our accounting by pulling the fee directly out of the invoiced amount.
Example) Invoice for $2,600 --> $13 fee charged to us --> $ Received payment of $2,587
Our quick workaround has been to alter the total invoice amount to the amount, post fee, so our synced payments can be tied to a specific job during our accounting/reconciliation. This will get exceedingly annoying if we keep using this payments system.
3 votes -
Cost and Markup - Hide as a function of Access Roles
We're currently in the setup phase. Our executive level team loves the idea of being able to use the Slider feature to negotiate estimates. However, we would like to be able to do so WHILE hiding the product cost and initial markup on the internal side of the estimate, so that lower level employees do not have to see this information in order to be able to use the Slider while creating an estimate.
Right now, if I disable mark-up tracking or if I remove cost from the internal estimate view - the Slider disappears and so do margin estimates.…
9 votes -
Printable signature lines for estimates or contracts
It would be great if the signature template field added a signature line to the estimate or document like a contract, that way the document could be printed and signed in person.
5 votes -
Clean up estimate section titles & description layout
Please see the attached screenshots. Can the estimate section titles & description layout be cleaned up a bit?
Ideally one would be able to just enter a long title and NOT have the text wrap down to multiple lines due to the container restrictions. If that is not possible, then can the container alignments of the section descriptions and line item descriptions at least be aligned?!
The current alignments shown below are very sloppy. Thank you!
5 votes -
Send email with multiple attachments that can be signed
Create email using a template then add an estimate and other documents that need to be signed. Currently 3 separate processes. Send an email, send an estimate with out the verbiage you need in body of email. The crest document and send that to be signed
4 votes -
Include Sunlight Financing on Estimates
The option to include sunlight financing on the estimate template via like a checkbox or a button would be very useful. Especially if it can take the estimate total and provide the different financing options as a button on the estimate directly below the total.
5 votes -
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 -
Show JobNimbus Payments Status In JN
It would be nice if the statuses for JNP payments actually show up in JobNimbus.
2 votes
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