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JobNimbus Feedback

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Financials

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291 results found

  1. Payments

    If a payment is returned to have that deduct from what has been paid. Also would like it to show in Jobnimbus if there is a credit on an invoice after payments.

    1 vote

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    0 comments  ·  Payments  ·  Admin →
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  2. No Email Necessary; for Approval on Estimates to convert to an Invoice

    If a customer does not have an email address and we manually "Approve" the estimate we do not need to make a "fake" email address for the customer, to mark it as signed and then, be able to convert to an invoice! If we mark it "Approved" and make note of how it was approved (in person, over the phone, signed sheet, etc.) and just be able to convert it to an invoice anyway, should be an option.

    1 vote

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    0 comments  ·  Invoices  ·  Admin →
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  3. Ability for sales rep to choose financing options from mobile app

    Ability for sales rep to choose financing options from mobile app, when creating estimates

    2 votes

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  4. Ability to set the required margins per workflow not just one overall

    Having more than one type of job we do, we have different required margins and there is an option for only ONE set margin. I'd like to have the ability to set the required margins per workflow, not a blanket margin.

    7 votes

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  5. Additional Item Types for Products & Services

    Currently you can only identify a product or service as 'labor' or 'material'. This makes it difficult to accurately job cost when we have to include other items/services in our estimates and jobs such as equipment rentals, disposal fees, permits, and other administrative/miscellaneous costs that don't necessarily fall under 'labor' or 'materials'. It would be nice to be able to categorize those items accordingly so we can accurately budget for these items.

    Additional item types could include:
    Equipment
    Disposal
    Other (this would be for any other product or service that doesn't fall under labor, material, or the two listed above)

    1 vote

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  6. delivery options

    Add an option for roof load under the delivery options

    1 vote

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  7. PayStubs Planet

    Generate professional paystubs with ease using our online paystub generator. Effortlessly create accurate documentation in minutes.

    https://paystubsplanet.com/

    1 vote

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    0 comments  ·  Invoices  ·  Admin →
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  8. Import Measurements to Material Orders and Work Orders without estimate conversion.

    I want the ability to create material and work orders using measurements, without needing to convert an estimate first. For example, if you use an estimate template with an Xactimate estimate and enter a lump sum in your estimate, you can’t quickly generate material or work orders because there are no line items in the estimate to pull from. This forces you to manually add line items and enter measurements for each, which is time-consuming.

    It would be much more efficient if the quantities in material and work orders automatically populated based on the measurements provided, as long as the…

    1 vote

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  9. Toggle on and off button for supplemental items listed in estimate but not approved yet from insurance

    Allow Supplemental items to be listed in the estimate but have a feature to toggle the price of the line item on and off. That way they can be listed out on the estimate and then turned on and off based on what is approved from the insurance company. Currently I have to list them in my estimate but change the price individually to $0.00 until they approved and then I have to go change them back to the price when approved.

    1 vote

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  10. devin@thelatopteam.com

    Allow Supplemental items to be listed in the estimate but have a feature to toggle the price of the line item on and off. That way they can be listed out on the estimate and then turned on and off based on what is approved from the insurance company. Currently I have to list them in my estimate but change the price individually to $0.00 until they approved and then I have to go change them back to the price when approved.

    1 vote

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  11. CC email feature for web version. As of now only the mobile version features Carbon Copying.

    Currently only the mobile version allows you to CC multiple email addresses to the email.
    Web version should allow you to carbon copy as well.

    2 votes

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    0 comments  ·  Templates  ·  Admin →
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  12. Sumo Quote contracts need to be IHCA compliant in verbage

    Our attorney states that if yor contract is not IHCA compliant in verbage, it will not hold up under legal scrutiny. Is the Sumo quote compliant to this fact?

    1 vote

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  13. New Payment screen causes more work

    The new payment screen requires you to enter payment amount twice. Why add work and possible mistakes? Please make it where you only enter once

    1 vote

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    0 comments  ·  Payments  ·  Admin →
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  14. Turn off Credit/Debit card option

    In QuickBooks, we have the option to turn off the credit/debit card option for each individual invoice. Can we get that option?

    6 votes

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    0 comments  ·  Invoices  ·  Admin →
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  15. JobNimbus Payments

    When a payment is cancelled, generate an email to the customer and to the company email. When the payment is cancelled, returned or voided remove it from the invoice where it was applied and show in Job Nimbus the updated status, such as "voided" , "returned", etc.

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  16. Labor Cost in addition to Job Cost on work order

    On work orders, when editing it breaks out labor costs as well as material cost, but when you save it it lumps it all together and you cannot see them separately without going back into edit the work order. It would be very nice for us to be able to save the work order with just labor cost on it, so we can send our subcontractors out into the field with a pay sheet, so they know what the pay is (based on the products and services labor cost) on the job before work has started.

    1 vote

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    0 comments  ·  Work Orders  ·  Admin →
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  17. Only sync QuickBooks summary data over to JobNimbus per job/contact (ie: totals for invoices, amount due, payments)

    Request:
    We want the ability see SOME invoice info (without the entire invoice syncing over) such as:
    Total Amount of all invoices per job/contact
    Amount Due of all invoices per job/contact

    This request applies in the same way for payments syncing over such as syncing over only the Total Amount Paid per job/contact.

    Reason for need:
    Invoices do not sync over correctly from QuickBooks because JobNimbus doesn't allow line items with no "Item Name" /"Product/service" selected. We need to be able to have line items that are purely descriptive with no price. This requires a "Product/service" NOT to be selected.…

    4 votes

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  18. Layout Example - Gutters

    It would be nice to have an example layout added into the new sales experience that shows a Gutter estimate/layout

    1 vote

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  19. Can not edit estimate templates in new estimate feature.

    I can not edit an estimate template in the new estimates.

    1 vote

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  20. Internal notes on new estimate function

    No longer have the option to put an internal note for estimates.

    6 votes

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