JobNimbus Feedback

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Financials

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  1. More control of editing estimate templates

    I am trying to edit an estimate template and would like to edit the name of it to reflect what I am using it for but can only edit items. Also, would be nice to be able to duplicate a template as I can use various template versions of exterior door install, include paint/stain, install trim or not, etc etc

    11 votes

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    2 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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 →
  3. Estimate Options (e.g. Good, Better, Best)

    On the estimate be able to have options. So that the options do not all total together at the bottom. Right now it gives an unaccurate total amount.

    83 votes

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    Viewed  ·  21 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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.

    25 votes

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

    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.

  5. 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…

    10 votes

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    Viewed  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  6. Sync Budgets/Job Costs With Quickbook

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

    42 votes

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    Viewed  ·  9 comments  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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?

    16 votes

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    Viewed  ·  0 comments  ·  Work Orders  ·  Flag idea as inappropriate…  ·  Admin →
  8. 20 votes

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    Viewed  ·  1 comment  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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 →
  10. 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!! :(

    44 votes

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

    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.

  11. Subtotals for Sections on Estimates and Invoices

    It would be helpful if there was a way to add subtotals throughout the estimate. For example, sometimes we have to do a subtotal for roof, a subtotal for gutters and then an overall total. Is there a way to do that already?

    Thanks for the help!

    26 votes

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    Viewed  ·  4 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  12. Add Supplier Information / Material Order Fields to Material Orders

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

    19 votes

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

    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.

  13. 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!

    12 votes

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    4 comments  ·  Work Orders  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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.

    25 votes

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    Viewed  ·  6 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  15. Work Order design for sub contractors - contact info, signatures, etc.

    We use our Work Order's as the contract with the SubContractors with terms and conditions for their scope of work. Having a contractor digital signature line would make that easier.

    21 votes

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    5 comments  ·  Work Orders  ·  Flag idea as inappropriate…  ·  Admin →
  16. Page Numbers on Estimate

    When creating an estimate and it is longer than one page it would be great to have the pages numbered.

    22 votes

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    Viewed  ·  1 comment  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  17. Option To Hide Subtotal

    On estimates where we are giving several options we do not want the subtotal displaying on the bottom. It would be nice if there was an option when creating an estimate template to be able to take out the subtotal at the bottom.

    8 votes

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    Viewed  ·  1 comment  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  18. Print preview when creating new templates

    When creating new templates the only way to make sure the document creator is properly set up you have to create an actual document and view it in PDF mode which is a bit cumbersome.

    A way to quickly print preview without having to recreate a document each time would be nice to save time when setting up new docs or modifying existing ones....

    14 votes

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    1 comment  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  19. Change Orders

    If Change Orders were available (especially if they automatically updated the budget) that would be awesome! Also, if an option for attachments allowed "folders" of some sort, that would be helpful. We use attachments a lot and it gets messy with prints, photos, docs, etc all being in one place.

    23 votes

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

    We want to officially support Change Orders soon, but in the meantime most JobNimbus customers are using Work Orders to manage this work.

    As for folders, you can vote for that specific feature here: http://jobnimbus.uservoice.com/forums/136212-general/suggestions/6066331-folders-for-attachments

    Alternatively, you can use File Types to act as “folders” for your attachments. You can manage your file types by going to Settings > File Types and setting different ones, essentially what would be “Folders”, and then you can use those “folder” names (or file types) to filter your Attachments list based on those “folders”. It actually works pretty well if you have it set up right.

  20. Editable form / table builder / checklist builder

    A simple spreadsheet like form/table (editable columns/rows) with ability to insert dropdowns/text/checkboxes, etc in columns - so that we can create checklists for our crews and support personnel. Your table insert tool in the templates section almost does it - except we don't have full flexibility to modify/insert different functions.

    23 votes

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    Viewed  ·  2 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
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