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JobNimbus Feedback

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Financials

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230 results found

  1. Need an option on budget commissions for percent of net profit

    Need an option on budget commissions for percent of net profit as this will help paying sales reps with Company overhead taken out of equation not affecting gross profit margins

    4 votes

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  2. Warning Messages

    Is there a way to initiate a prompt response on some of the New Sales Experience issues we are having with us. I’ve sent at least 33 emails on this issue and have yet to hear back from anyone. I do understand it. This is it that is in in other stages so there will be complications and stuff like that but an update as far as like what to expect and potentially warning messages templates made disappear or these features made get locked up for certain appear time would be beneficial and help us better plan around how to…

    2 votes

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  3. Batch ALL FEES associated with JN Payments ONCE per month!

    PLEASE process Credit Card and Check Payments exactly as they are requested/offered. THEN at the end of the month/or beginning of the following - deduct a ONE TIME PAYMENT of all fees batched together for the entire month. This will GREATLY simplify users accounting issues and stop each payment from having TWO line item payments associated with one invoice. It will remove the issues suffered due to additional fees. I truly believe you will get more buy-in on the JN payments option if you streamline and simplify the fees into ONE LUMP Payment. Vote Everyone! This will take away a…

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  4. I would like the option to name budgets

    We use JN for PreCaps as well as the final cap out of a job. Our sales reps have access to this and it keeps them familiar as the job is flowing through production. Also for retail or commercial we would like to use this for a PreCap on our good, better, and best options

    5 votes

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  5. Get Payment Link Button

    Right now you can only generate this link to JobNimbus Payments if you have Job Nimbus Engage on the Invoice Window. Add a button to simply copy the payment link you are already generating in the Payment Request Template.

    This will enable anyone in collections departments to be able to:
    -Paste the link anywhere, including their own text message channels
    -Send the link outside of Job Nimbus Engage
    -Not force us to use this weird work around to extract us
    -Not force us to buy into Job Nimbus Engage to even be able to use the work around

    9 votes

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    4 comments  ·  Payments  ·  Admin →
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  6. Auomatically Include Work Oders, Material Orders, Paymets in Budgets

    I would like to be able to automatically push work orders, material orders, payments, etc into the budgets so it's not being input twice.

    3 votes

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  7. 🪲Bug/Issue with Markup calculation in Reports🪲

    I've stumbled across a bug where the markup calculation isn't able to generate because "Cost" and "Total/Revenue" are equal, despite cost being different in the estimate. After some research, the common denominator appears to be single line estimates where the Product has a UOM of "Item"

    4 votes

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  8. 💡Boards Feedback/Ideas💡

    Please upvote if you agree!

    💠 Allow for customization of what is displayed on the body of cards based on the List that it's currently under (today all cards on a Board have the same displayed information across entire Board).

    💠 Re-size the board display on web so there isn't two vertical scroll bars. Difficult to scroll left and right due to not being able to see horizontal scroll bar without scrolling page vertical bar.

    💠 Enable cards to be right-clicked and opened in a new tab, so users can quickly interact with a job/contact without leaving the Board.

    💠…

    6 votes

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  9. Separate Line Items on Estimate in Proposal

    When adding an estimate to a Proposal, the estimate line items are not separated by lines or bullet points on the Proposal. I would like to have it reflect within the Proposal the same way that it does on the estimate itself, with the lines between each item.

    4 votes

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  10. Restrict Which Team Members can Place Orders

    We have the Beacon and SRS integration, but we have no control over who can place orders. We would like to be able to control who can place orders, or maybe even have a material order require approval from a manager or admin before it can be sent to our supplier.

    3 votes

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  11. Store Credit Card Information

    The ability to store credit card information

    4 votes

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    0 comments  ·  Payments  ·  Admin →
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  12. Separating material, labor and markup costs and prices per section option.

    We typically send pricing for multiple scopes of work and when a job is completed and we're getting ready to pay our subcontractors we like to reference the initial estimate to see what we priced for true labor cost and we need to see it per section but right now the labor and material costs are for the entire estimate. An option to see the costs broken out per sections would be helpful.

    2 votes

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  13. Make Crew Pay and Job Costing Easier?

    Almost all of the financial features (invoice, credit memos, etc.) have ability to save templates with pricing. However, work orders do not include a price component. We want to be able to save a template for each of crews at their different rates. This would allow us to create a work order, load a template for that specific crew at their specific rates when we send the work order. This would cut down on confusion over crew pay and would result in faster crew pay.

    Example: Go to "Work Orders" > fill in all the normal labor lines for a…

    6 votes

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  14. Rejected payments should update in the financials tab

    Rejected payments in JobNimbus Payments should update in the financials tab in JobNimbus. Currently, rejected payments still show as though they were accepted and processed in the financials tab.

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  15. The ability to connect multiple bank accounts when having multiple payment locations.

    The ability to connect multiple bank accounts when having multiple payment locations.

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  16. Payment status options

    Option to change payments to void or returned if they fail for any reason. Almost like an activity log for payments where even if payments bounced for any reason, you can see they've attempted to pay in the past and maybe even see if it's a recurrent issue with them.

    4 votes

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    0 comments  ·  Payments  ·  Admin →
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  17. Auto assign sales rep to new work orders

    Ability to make new work orders auto assign to the sales rep rather than the assignee. Our leads come from SalesRabbit and only assign the sales rep. This causes confusion when someone else makes the work order and it doesn't auto assign the sales rep to the work order

    3 votes

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    0 comments  ·  Work Orders  ·  Admin →
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  18. The ability to have the ACH fee returned when a check bounces.

    The ability to have the ACH fee returned when a check bounces.

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  19. Better JobNimbus Payment Reports

    I would like to have access to reporting in JobNimbus Payments where I can differentiate withdrawals with fees instead of an entire lump sum.

    4 votes

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    2 comments  ·  Payments  ·  Admin →
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  20. Budget Categories

    Within a singular budget, there should be more categorical breakdowns in addition to Labor.
    For example -- material category, labor category, overhead category. That way I can run an accurate report on Commissions paid/ unpaid, labor paid/unpaid, material purchased.

    5 votes

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