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JobNimbus Feedback

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Financials

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256 results found

  1. Customize Financial Tab

    It would be nice to have the ability to hide certain sections of the financial tab and/or move different sections and sort them accordingly (i.e. move credit memos to the bottom).

    2 votes

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  2. Apply same amount to different invoice

    I need to know how to take payments that have already been applied to an invoice and apply them to a different invoice.

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  3. Hold Smart Invoices

    When creating a smart estimate template, it takes a lot of time. It also may take a lot of people to collaborate. I would like to save an unfinished smart estimate template. At this time I can only save it if everything has been filled out. If I run out of time, or need to take care of something that suddenly comes up, I will lose all of my effort.
    I suggest adding a "Save and Finish Later" button to the template so that all my work is not lost if I do not have the time to finish everything.

    4 votes

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  4. Sync JN Budgets to QuickBooks

    For budgets, it would be great to be able to have them sync to Quickbooks for commission payments purposes .

    3 votes

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  5. Smart Estimates Upgrade

    It would be so much quicker if each item had its own formula for calculating material. For that, a "measurements" tab would allow to enter all measurements for a job, then when creating an estimate, each item could be easily calculated using their own formulas and the measurements provided. The way it works right now is cumbersome, and it does not integrate with my saved estimate templates. When a similar material item has different coverage (one would cover 20' and the other would cover 33') I need to create a whole new smart estimate to account for that small change.

    3 votes

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  6. Split payments by amount

    Would like to be able to change the invoice split payment by exact amount, not just percentage

    33 votes

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    3 comments  ·  Invoices  ·  Admin →
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  7. Organized Products & Services List when adding items to Financials

    Products & Services dropdown list when adding items to financials should be alphabetical, or at least organized in the same way every time.

    3 votes

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  8. Allow photos to be integrated into estimates

    The ability to include uploaded photos into an estimate.

    11 votes

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  9. Edit Smart Estimate PDF layout

    Add ability to edit the layout for smart estimates once they are generated

    2 votes

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  10. 2 votes

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    0 comments  ·  Work Orders  ·  Admin →
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  11. 8 votes

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  12. Customer info in balance details on JobNimbus Payments

    It would be great if the balance details section on JobNimbus Payments show some kind of identifier for the customer

    2 votes

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  13. Accept/Apply payment to multiple invoices on Mobile

    I'd like to be able to apply a payment to more than one invoice or split the payment between multiple invoices.

    3 votes

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    0 comments  ·  Payments  ·  Admin →
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  14. Invoice DUE Date Added to Invoice Section of Financials Tab

    On the financials tab under invoices, it only shows the invoiced date, which is partially helpful. The biggest need is to see the DUE DATE right on that section. This is a HUUUUUUUUUUUUUUGE need!

    2 votes

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  15. CRITICAL NEED!! - ESTIMATE TEMPLATES DO NOT SYNC WITH PRODUCTS & SERVICES! ACCYLYNX DOES THIS! WHY CAN'T JOB NIMBUS?

    We are a 42 yr Roofing Company out of Portland, OR.
    We've used Acculynx for the last 9 years and are finally switching!
    I am currently integrating and setting up our business in Job Nimbus.

    Products & Services (Material & Labor Items):
    Love how I can sync a CSV file or Google Sheet to QBO, and again sync QBO to Job Nimbus to continuously populate new pricing. This is huge with how crazy our industry has felt the burden of constant price increases from our suppliers.
    My main roofing supplier sends me a material spreadsheet with 5k line items with…

    12 votes

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  16. 2 votes

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    0 comments  ·  Work Orders  ·  Admin →
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  17. back to financials page

    From an estimate or invoice I want to be able to go back to financials page instead of having to route back through the job or to the board.

    I want the same thing from the Work orders page.

    3 votes

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  18. Integration for Point of Sale card swipers

    Add integration for point of sale swipe systems like Square or BBPOS

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  19. Show Payment Reference on Invoice

    When I enter a payment reference or deposit reference number, I would like this information to be displayed on the invoice.

    3 votes

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  20. Bold and Italicize Description

    Be able to Bold and Italicize certain words within the descriptions so that things are clearly visible and can make for easier communication and understanding of the descriptions.

    4 votes

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