JobNimbus Feedback

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Financials

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  1. More Control Over Estimate Status Sync to QuickBooks

    We often have jobs with multiple revisions of a quote and multiple estimates. When this is synced with Quickbooks, it pulls over ALL estimates regardless of their status. Could we have the "denied" estimates either NOT sync with Quickbooks or at least sync to the inactive estimate status within quickbooks?

    Otherwise, we have to sort through them manually to determine which is the correct estimate to bill from etc.

    4 votes

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    Viewed  ·  0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  2. Total Estimate Discount Percent (%) on estimates, invoices

    Be able to have a line item availability on estimates (and invoice) at the bottom for discount percentages and dollar amounts. We give specific discounts and would like to be able to show these amounts in writing and have it calculate in the estimate and invoice based on the total of the job.

    41 votes

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    Gathering Feedback  ·  7 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  3. More Customizable Financial Templates

    For the estimates, I would like to be able to move our logo around and resize it as needed, to be able to edit the fonts of line items and not have to have a price for some line items. If a certain line item varies on the job like a permit, we would like to put -as incurred- since permits can vary or other line items as well that vary. Instead of showing 0 which would make the customer or company think they owe 0, as incurred would be much more feasible. Other options like a Microsoft Word style…

    25 votes

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    Viewed  ·  6 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  4. Save payment terms on invoice templates

    I would like to see that when I am personalizing my invoice template that I can save the terms. It appears to default to Net 15. We run on Net 30. If missed it can make a huge difference in the collections process.

    34 votes

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    4 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  5. Ability to Track/Calculate a Draw Against Commissions

    Many company's offer the sales person a draw against commission when the ACV check is collected. Job nimbus currently does not allow the calculation to record or recover that draw when the final commission is paid.

    40 votes

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    Viewed  ·  5 comments  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →
  6. More User-Friendly Template Formatting

    The templates really need to be easier to format in certain sections. Under the special instructions, it is really time consuming right now and should be much easier to use.

    It would be great if it was much easier to use.

    19 votes

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    4 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  7. Email, Print, or PDF for Budget

    Currently there is no option to email, print or pdf a job budget which is very beneficial in forwarding to your salesforce. The work around is a printscreen which unfortunately captures everything on the screen and is not very professional. We have a Snag It program that we can use to capture just the budget flow to make things better but it would really save time if the program has this option automatically.

    49 votes

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    Viewed  ·  10 comments  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →
  8. Budget Naming

    Would be helpful to be able to manually assign a name to the budget. Currently it automatically assigns a budget number. We would like to break out our trades and create a separate budget for each (ie paint, gutters, siding). We are able to do this by creating new budgets for each, but under the financials tab the budgets are listed by the assigned number, therefore we have to go into each one to see which trade that budget is for.

    17 votes

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    Viewed  ·  2 comments  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →
  9. Link Work Order to Job Scheduling

    If it would be possible to schedule a job directly from the work order, this would eliminate the double entry work of creating a work order and then scheduling the actual job/task.

    11 votes

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

    Hi Janice!

    I’d like to know a bit more about what you’re looking for here. Is it that you want to be able to schedule on a work order (already possible) but have it pass over to the parent job (currently not possible)?

    Let me know if that sounds about right or if I’ve got it wrong, and we’ll see what we can do to help out.

    Thanks!
    -
    Brad
    JobNimbus Support
    855-964-6287

  10. Inventory Management

    would be great if we could keep track of our inventory

    34 votes

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    Viewed  ·  7 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. Add Cost, Price, Totals to Work and Material Order Tools

    Create a new checkbox for the top administrative portion when creating Work Order and Material Order templates. This would be "Cost" (what the manufacturer charges, per line item), and would be accompanied by a total Cost at the bottom, per quantity.

    11 votes

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    Viewed  ·  4 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  12. Move Estimate from Contact to Job

    It would be nice to be able to convert an estimate that was created under the Contact to a Job. The problem I'm having is when i create a contact then add an estimate then if i win the estimate i add a job then the estimate is not under the job. is there away to assign estimates to the job so i can convert in to an invoice under the job?

    50 votes

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    Gathering Feedback  ·  15 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  13. More Customizable Form in Financial Tab

    It would be nice if there was a more customizable form in the finances
    section for each job. I would like to be able to make a "Cap Sheet" for each job for the salesmen's commissions. I can almost do this with the Budget form but want to be able to subtract out any advances or draws on the same form. For example:

    Bills
    ABC Supply: $3000
    Labor- roof : $2000
    Home Depot: $50
    Total $5050

    Job Total: $12000
    Job Cost 1200
    Job Expense(bills) 5050
    Profit 5750
    Commision 2875
    4% draw ($480)
    Draw/Advances ($500)
    Commision Due 1895

    17 votes

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    Viewed  ·  2 comments  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →
  14. List of all outstanding Invoices by Client

    It would be nice to send a statement of all the invoices that are outstanding with a particular client, instead of having to send multiple invoices.

    24 votes

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

    We have a few users that need this feature as well. It’s on our radar and we plan to get to it mid next year.

    Sorry about the wait, but we’ll try to get it in as soon as we can!

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