JobNimbus Feedback

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Financials

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  1. Show monthly cost in estimates when financing

    Show estimated monthly payments in the estimates template when offering financing.

    1 vote

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  2. Adding new Items

    You can only add an items at the bottom of your template. It then needs to be moved up into the appropriate place in the list of items. The only way of doing that is to use the double-headed arrow on the left of the item. You can only move it up within the same screen, one step at a time. If you try to move it higher in one go, it goes straight to the top and you have to move it down again. Even my "coach" at Job NImbus admitted this is a clunky process. Not difficult but…

    1 vote

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Estimate Edit & View Screens

    On estimate edit screen: Add cost total and margin columns to each line item.

    On estimate view screen: Show job cost, markup, profit, total price & total margin (in other words, have the view screen include what the edit screen has)

    1 vote

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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.

    4 votes

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    0 comments  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →
  5. Progress invoicing

    We often bill jobs based on a percent of work completed OR based on certain items being completed. If we have a $12,000 job, we will bill a $4k deposit, a 4k progress invoice and $4k on final. Alternatively, we might have 20,000 Sq. Ft. of work to do but it's being completed in phases. So we might bill out 60% of the work as a progress invoice and bill the remaining work upon completion.

    It would also be extremely beneficial to allow change orders to be added as a new "section" on the estimate and allow this to flow…

    2 votes

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  6. Assign a custom Material Order #

    Having the ability to change the Material Order # to a custom assigned number would be great for us and our supplier.

    We use a PO number assigned to the job and ABC Supply uses that PO to reference the materials. It gets confusing for them though, since the material order JobNimbus sets is a different number than our PO number so mistakes are made and the wrong POs are assigned to the jobs.

    1 vote

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    0 comments  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  7. Click and drag financial line items

    Being able to click and drag financial line items

    2 votes

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  8. Include Saved Work Order name as header in Work Order section

    I would like to include "Saved Work Orders" as a header in the Work Order section so I can view what that Work Order is for from the list.

    1 vote

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    0 comments  ·  Work Orders  ·  Flag idea as inappropriate…  ·  Admin →
  9. 1 vote

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

    Hello!

    This functionality should be out in the next 2 weeks. We recently added invoice automations and are expanding them to include some additional conditions and actions.

    Thank you,

    Keys

  10. Customize Material Order templates

    I would like to have more customization abilities with material order templates like using a Purchase Order instead of the Material order number and setting up a Delivery date instead of using the date the material order was created

    1 vote

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    0 comments  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  11. Negative Payments

    the ability to record negative payments for when something during a job goes wrong (for example) and a portion of the amount paid by the customer is refunded to them. A credit memo does not work, as it does not update the amount originally paid by the customer, per the total on the "payments" tab.

    3 votes

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    0 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
  12. Estimate Attach to Financials

    I'd love it when an Estimate is attached as a document that it pull up in the Financials tab. Same with Material Order.

    2 votes

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  13. Add digits after decimal on price.

    Needs the digits on pricing to be more than just the two digits after the decimal point for insurance purposes.

    1 vote

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  14. Attach Estimates to Invoices like on Documents.

    The ability to attach an estimate to an invoice, just like you can to a document.

    1 vote

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  15. Manually Set Profit or Margin

    Have the ability to manually add a profit number as well as the existing profit slider. Often we know we have a minimum profit amount needed.

    1 vote

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  16. Single grouped price in estimates

    What I need is for it to show individual quantity for each item but not price just a total group price. I don’t want to show what each item cost, just how many the estimates includes but I do what to show the Toal for that group.

    2 votes

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  17. Checkbox for Completing Work Orders

    It would be very helpful to have a quick way to mark Work Orders completed, instead of "3 dots, Change Status, darn my mouse went too far...start over. 3 dots, darn...start over... 3 dots, gonna get it this time, Change Status, Completed. Wait until it processes. Move to the next one..."

    If we could check a box, like Tasks, that would be great. Yes, I know, Tasks are simpler and Work Orders are more complicated, but in the settings when we go through the Workflow options, we could just have an option for which status the check box corresponds to.…

    2 votes

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    0 comments  ·  Work Orders  ·  Flag idea as inappropriate…  ·  Admin →
  18. Ability to change stamp on invoices

    Sometimes the "PAID" stamp on an invoice is not applicable, like when there are progress payments or if an invoice is cancelled. It would be nice to be able to toggle the stamp on or off on an invoice, or even have the ability to change it to another stamp. "DRAFT", "CURRENT", "CANCELLED", etc.

    1 vote

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  19. When an estimate is sent, why doesn't the status automatically update to sent?

    When I send an email and attach the estimate, the system should recognize that it was sent. Perhaps by a "viewed" trigger, since the system is capable of displaying read receipts.

    5 votes

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  20. Mass Convert Work Orders to Invoices

    Be able to mass covert work orders to invoices.

    1 vote

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    0 comments  ·  Work Orders  ·  Flag idea as inappropriate…  ·  Admin →
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