JobNimbus Feedback

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Financials

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  1. work orders based on the financial status

    Logo would like to run a work order report that tells them they received money on jobs that are completed.

    1 vote

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  2. Smart Estimates/Material Orders

    Auto populate certain information when a certain amount or product is selected as a line item. For example: You could plug in 30 squares of roof shingles and it would create the material order and it would say 90 bundles needed and 3 boxes of nails.

    1 vote

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  3. One location for Work Orders

    Logo would like to create a work order without it populating under documents.

    1 vote

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  4. 1 vote

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  5. Have totals for multiple material orders displayed within financials

    I would like to be able to view the total cost of multiple material orders made for a contact/job AND have that automatically applied to the budget.

    1 vote

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  6. Workorder Signatures

    Melissa would like the ability to add a signature to workorders and documents just like the estimate feature that just rolled out

    2 votes

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    0 comments  ·  Work Orders  ·  Flag idea as inappropriate…  ·  Admin →
  7. Show sum calculations of all invoices on the financials tab

    Allow the invoice section on the financials tab to be customized so that sum calculations can be added to the total, paid, and due columns

    1 vote

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  8. Add more Budget Information to Work Orders

    I would like to add a internal description box to the budget field for work orders. This field would be used as a way to distinguish which budget is being viewed without having to click the hyperlink to see it. Essentially like a summary/overview of the budget/ area to enter in notes about the budget internally, so that the PMs and Finance people can make communication easier between these two typically siloed departments.

    1 vote

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    0 comments  ·  Work Orders  ·  Flag idea as inappropriate…  ·  Admin →
  9. Autosave Estimates

    There should be an autosave option while creating the estimates. I'm not sure how this isn't a thing already, but think it would be very beneficial to the sales reps. We have had times they were working on an estimate, we lose internet or job nimbus goes down and it completely wipes the entire estimate they were doing and they have to start over again. Just something to take into consideration, more comforting and less time consuming. I believe an autosave just like Microsoft Word/Excel etc. have every 10 minutes is a great addition to job nimbus and should be…

    2 votes

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  10. Print Material Order from Edit page

    Be able to print the material order from the "Edit" page and not from viewing/downloading PDF. Reason being is so that the pricing pulls into the printed version.

    1 vote

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    0 comments  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  11. Adding an an additional template box to an estimate or document

    customer note section to be larger or add another template box to include contract veribage directly on an estimate or document or
    Adding another template note box to include contract verbiage on a document or estimate

    1 vote

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  12. Tax City and Tax Rate Reporting Options

    Including Tax City and Tax Rate in the Filter options when creating reports.

    1 vote

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  13. Convert Budgets to PDF

    Currently a Budget cannot be converted to a PDF in order to print or share; a screenshot has to be taken, and then printed/shared. We use the budget feature as part of our commission payouts for our sales team, and file these budget docs once a job is completed and paid-out. Having a formal printable document would be nice.

    1 vote

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    0 comments  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →
  14. 1 vote

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    0 comments  ·  Work Orders  ·  Flag idea as inappropriate…  ·  Admin →
  15. Budget Line items added in settings need to show in estimates.

    Budget Line items added in settings need to show in estimates. If you add a line item within the Budget settings it will not show in the budget if you are converting an estimate. It also deletes and goes away if you create one manually and then decide to use an existing estimate.

    1 vote

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. Save Feature

    I'd like to have the option to SAVE my documents/ estimates/ invoices while I'm working on them (without it closing on me); Sometimes they are quite long and I've accidentally closed the screen after spending a long time on entering information. The only option is to save and close now

    3 votes

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  17. Change Order Template

    A change order template similar to Work orders and Material Orders with all the same automations.

    Possibly ability to send for a signature? Maybe by attaching to a document?

    4 votes

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  18. the ability to send a work order the the person assigned

    once the work order is created and assigned, I want a way to track its progress. Once the WO is sent, that said person can open up the project and change the STATUS to start. When finished with the service he can change the service STATUS to completed. This would be good work flow to track services.

    1 vote

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    1 comment  ·  Work Orders  ·  Flag idea as inappropriate…  ·  Admin →
  19. Overdue Invoices

    It would be helpful if instead of days in status, once a due date passes it tells you how many days overdue the invoice is.

    6 votes

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    1 comment  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  20. Bulk Edit on estimates, invoices, and work orders.

    I would like to have the ability to click on multiple line items in an estimate, invoice, or work orders and delete them all at once. Right now we have to manually click on the X to the left of every item. This would save lots of time

    3 votes

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