JobNimbus Feedback

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Financials

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  1. 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.

    58 votes

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    7 comments  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Easier way to add line items between other line items

    Have you tried dragging and dropping a new item near the top of the page on a large 30 line or more estimate? It's tedious, and amazingly time consuming, especially since the browser doesn't auto scroll up and follow the dragged item with the cursor. When moving an item above the fold you have to drag it, then drop it, then scroll up, then drag it then drop it, then scroll up. It's like carrying a 100 lb gorilla that is too heavy to carry. So you have to keep setting him down take a breather then carry him again…

    11 votes

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

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    Sorry you’ve had difficulties with this! We already have ideas formulating for improving this experience. We’ll do what we can to release those ideas when they’re ready!

  3. Deposit Required Line for Estimates

    Is there a way to add a Deposit Value on quotes.

    So the sums total would look like this.

    Quote Price $10,000.00
    TAX $500.00
    Sub Total $10,500.00
    Deposit Required $5,000.00
    Balance Due on Completion $5,500.00

    17 votes

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

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    There isn’t a way to require a deposit at this time on the estimate, but you can add it as a line item and that will help in the meantime until we have more native support of this feature.

    We’ll keep you posted!

  4. Totals for Labor & Material Cost shown when editing

    The new labor and material split integration is great. However, not showing the total labor and total material at the bottom of the estimate (for us, not the customer) makes it very difficult to find what the totals are. We would have to add up each line item (sometimes 40 line items) to find the total labor cost and total material cost for each estimate. This makes tracking efficiency of estimates very hard when comparing estimate to actual.

    8 votes

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    Viewed  ·  1 comment  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →

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  5. Job Profit Calculation (Job Costing) - Estimate vs. Actual

    Once all said and done, It would be nice to get a profit calculated for the Job. The 'Budget" has some nice features that could accomplish some of these things but would need to expanded. Some of the things to include
    1) Material cost
    2) Labor Cost (per employee) Cost vary
    3) a)Original price Line for projject
    b) Added/Subtracted Change orders as line items
    c) Total Job Price
    4) More choices, teirs to calculate the commission
    5) Able to print out as well as save per job

    48 votes

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    14 comments  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →

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  6. Automatic Recurring Invoicing

    The ability to invoice clients automatically on a set date once a month. That way your company can have a steady cash flow, and so can your employees.

    5 votes

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

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  7. Line Item Discount Percent on a estimate/invoice

    I need to be able to add a discount to products when creating an estimate. It would be very simple to add a percentage discount to an item that would show the customer the exact amount they are saving.

    Original Price = $100 // 10% Savings = $10 OFF // SALE Price = $90

    17 votes

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

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  8. The ability to upload existing company documents into the Templates, to create a Template from

    During setup, or even later, if I create a document for my company's use, and then want to make it a Template so that I can use JobNimbus functions with said document, I have to literally rebuild the document in your editor, which is time-consuming. I already spent the time to make it once, so I'd like to use it as is.

    Even something simple like uploading a PDF and tagging the areas to insert short codes (not requiring editing of the text/format of the PDF) would be very helpful.

    21 votes

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    Viewed  ·  0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →

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  9. Warning When Attempting to Edit, Attach to Contacts/Jobs that are Archived

    Have a pop up on Paid and Closed clients when someone attempts to add an attachment?
    We are running into an issue with invoices added to the job after it is closed - which we can adjust - but the person needs to be informed it is Paid and Closed so they can contact the office.

    The pop-up could say, "Paid and Closed Client. Do you wish to proceed?"

    20 votes

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

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  10. Custom Payment Methods

    Need to customize Payment Methods and be able to edit other payment methods. I.E. In house Finance, Greensky, PayPal, Square, ect.

    35 votes

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    5 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →

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    While we don’t currently have support for this on the JobNimbus side, if you’re using QuickBooks Desktop, you can add custom payment methods to QBD and then map them to existing ones in JobNimbus in order to have those sync properly.

    We’ll keep this on our list to address in a future update.

  11. Percentage finance charge

    We would like to be able to assess a finance charge on a past due invoice at a certain percentage rate that could change... At this time, it has to be manually calculated.

    11 votes

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

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  12. Decimal Point Control - More or less decimal points in Quantity

    Some of our billing is progressive on the terms of 3 payments broken into 1/3, 1/3, then the balance. If I put .33333333 (since JN doesn't automatically convert the fraction 1/3 to a decimal) in the quantity column and the price of $16500, JN returns a value of $5445.00 which is due to the fact JN takes my .33333333 and shortens it to .33.
    $16500 x .33 = $5445

    $16500 x .333333333 = $5500

    $5445 is $55 short of the $5500 I should be charging on our first bill.

    Of course the workaround in the meantime is to enter "1/3…

    11 votes

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    Viewed  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →

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  13. Sync Budgets/Job Costs With Quickbook

    So all appropriate parties could see actual current expenses to compare to their job budgets.

    45 votes

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    Viewed  ·  11 comments  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →

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  14. Ability to attach EagleViews or Scope Reports to Work Orders

    I see the awesome new feature that allows us to attach photos to work orders or material orders.

    This would be great if it could extend to other documents in attachments. For instance; if we could attach the Eagle View along with the Roof Labor Order, it would be more efficient on our end!

    I have seen that this idea has been "completed" but it only allows attachment of photos onto labor/material orders for me.....Does our version of Nimbus not support the new function?

    17 votes

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

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  15. 21 votes

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    Viewed  ·  1 comment  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →

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  16. Move Invoice and Estimate to different Contact

    When there is an error with linking an invoice/estimate/etc to a wrong account, I am unable to find an option to change the "contact" to the correct one when I open up the document. Please make the "contact" field editable like other fields are in JN.

    22 votes

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    Viewed  ·  12 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →

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  17. Auto Save For Estimates, Documents, Templates, etc.

    Twice today !!! I lost my whole estimate because I have a stupid laptop!! I would love it if the estimates i was creating would auto-save every few minutes!! PLEASE!!! I have lost more than an hour of work today!! :(

    50 votes

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

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    We definitely understand the urgency here and apologize for the lost work and time. We’re looking into this, though we aren’t able to provide an estimate of when this would be available. We’ll keep you posted.

  18. Add Supplier Information / Material Order Fields to Material Orders

    Unable to add custom fields or which supplier I am using to the Material Order

    23 votes

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    1 comment  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →

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    Thanks for the suggestion!

    In the meantime, you should be able to create custom Contact fields (or Job fields if you have Jobs enabled) for “Supplier” and other fields you want to appear on the Material Order and then have them inserted into the Material Order templates upon creation.

  19. Completely Customize Work Order Templates

    While I've been able to customize the work orders to some degree, there are a few things that I would like to adjust and can't. Complete customization would be great!

    15 votes

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

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  20. Deposit and/or Progress Payments + Receipts

    Under Financials & Estimates, the ability to create "Payment Acknowledgements / Receipts" for deposits &/or progress payments without changing the status of the estimate to "Invoiced".

    Another great feature would be one with the ability to send a deposit or progress payment request that ties into the estimate and shows any prior payments.

    27 votes

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    Viewed  ·  7 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →

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