JobNimbus Feedback

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Financials

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  1. Amount Option on Work Order Template

    Work order template amount option would be amazing our crews always ask for it. Please Please add this option like you have in estimates to where each line item can total out. Thank you

    1 vote

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    0 comments  ·  Work Orders  ·  Flag idea as inappropriate…  ·  Admin →
  2. Adding new Items

    You can only add an items at the bottom of your template. It then needs to be moved up into the appropriate place in the list of items. The only way of doing that is to use the double-headed arrow on the left of the item. You can only move it up within the same screen, one step at a time. If you try to move it higher in one go, it goes straight to the top and you have to move it down again. Even my "coach" at Job NImbus admitted this is a clunky process. Not difficult but…

    1 vote

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Estimate Edit & View Screens

    On estimate edit screen: Add cost total and margin columns to each line item.

    On estimate view screen: Show job cost, markup, profit, total price & total margin (in other words, have the view screen include what the edit screen has)

    1 vote

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  4. Assign a custom Material Order #

    Having the ability to change the Material Order # to a custom assigned number would be great for us and our supplier.

    We use a PO number assigned to the job and ABC Supply uses that PO to reference the materials. It gets confusing for them though, since the material order JobNimbus sets is a different number than our PO number so mistakes are made and the wrong POs are assigned to the jobs.

    1 vote

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    0 comments  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  5. Internal Notes for Product Items

    Is there a way to make internal notes in the products and services cost catalog? I like to use it as a reference of when pricing was updated, part numbers on items quoted, and so on.

    3 votes

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    0 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  6. Include Saved Work Order name as header in Work Order section

    I would like to include "Saved Work Orders" as a header in the Work Order section so I can view what that Work Order is for from the list.

    1 vote

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    0 comments  ·  Work Orders  ·  Flag idea as inappropriate…  ·  Admin →
  7. 1 vote

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

    Hello!

    This functionality should be out in the next 2 weeks. We recently added invoice automations and are expanding them to include some additional conditions and actions.

    Thank you,

    Keys

  8. Customize Material Order templates

    I would like to have more customization abilities with material order templates like using a Purchase Order instead of the Material order number and setting up a Delivery date instead of using the date the material order was created

    1 vote

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    0 comments  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  9. Delivery Date for Material Orders

    Would like to be able to track Delivery Date on Material Orders and see that able to be referenced in our templates, reports and automationsfor related records as well.

    2 votes

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    0 comments  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  10. 2 votes

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  11. Estimate > Add Section > More options for the drop down menu for line items.

    When creating sections in an estimate, the drop down menu for "Hide line Items amounts", It not only hides the "Amount" Column but also the "Qty" column. It would be nice to have the option to show the amount of the section total but also show the "Qty" column.

    2 votes

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  12. Add digits after decimal on price.

    Needs the digits on pricing to be more than just the two digits after the decimal point for insurance purposes.

    1 vote

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  13. Split payments on an invoice

    When creating an invoice with a split payment. The split payment info isn't displayed on the invoice for the customer to view. It would be great to have it visible for the customer.

    4 votes

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  14. Change Material Order Status

    Would like to manually change the status of a material order like you can an estimate.

    3 votes

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    1 comment  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  15. Attach Estimates to Invoices like on Documents.

    The ability to attach an estimate to an invoice, just like you can to a document.

    1 vote

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  16. Manually Set Profit or Margin

    Have the ability to manually add a profit number as well as the existing profit slider. Often we know we have a minimum profit amount needed.

    1 vote

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  17. Ability to change stamp on invoices

    Sometimes the "PAID" stamp on an invoice is not applicable, like when there are progress payments or if an invoice is cancelled. It would be nice to be able to toggle the stamp on or off on an invoice, or even have the ability to change it to another stamp. "DRAFT", "CURRENT", "CANCELLED", etc.

    1 vote

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  18. Mass Convert Work Orders to Invoices

    Be able to mass covert work orders to invoices.

    1 vote

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    0 comments  ·  Work Orders  ·  Flag idea as inappropriate…  ·  Admin →
  19. 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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  20. 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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