Financials
379 results found
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JNP Returned Payments
I would like to have a place in the contact record in JobNimbus that tells us when a payment has been returned by JNP.
1 vote -
Section Totals on Smart Estimates
In the same way that we are able to "hide line items" or "show line items" per section created in a smart estimate. I would like the ability to also choose whether or not the section totals are visible at the smart estimate template level.
1 vote -
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.
1 vote -
Reporting for Budget Line Items
I would like to be able to create a report that breaks down how much I spent on specific line items within the budgets.
1 vote -
Printable Proposals
I would like to be able to print proposals.
1 vote -
Store Credit Card Information
The ability to store credit card information
2 votes -
Change "Amount Paid" on Invoice
When creating an invoice and applying a credit memo, the boxes show that there was a credit applied, but also the "Amount Paid" matches the credit. I would like that to be 0 as there was no payment made so it can be misleading that both a credit was applied and a payment amount is showing.
1 vote -
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 -
Automatic contact info update on transferred estimates. From one job to another.
Automatic contact info update.
There has been a few times I have created an estimate in the wrong file/job.What if... in this scenario... we could share the estimate to the CORRECT file and nimbus could automatically change the contact info and job at the top of the estimate?
The other main reason this could be incredibly powerful... Often times we write estimates that are very similar, so instead of running through the entire template again top to bottom, clicking and removing the items that don't pertain, everything would already be set up and we could just change a few…
1 vote -
View Budget Changes
I would like to be able to see the changes that were made on a budget like I can with invoices and estimates.
1 vote -
Additional Signatures on Fully Signed Estimates
I would like the ability to add more signatures to an estimate that is already fully signed. For example, if I want to send it to a manager to get signed and approved first then send it to the customer to sign.
1 vote -
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…
3 votes -
Import Estimate Templates
I would like to import macros in the form of MCX files for estimate templates.
1 vote -
Re-enter account/routing number for JobNimbus Payments
On the payment screen, have a field to enter the account number a second time to verify they match. That is what the issue has been for our returned payments and would avoid this from happening as often.
1 vote -
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.
3 votes -
Estimates in Spanish
I want to be able to create and send estimates in Spanish for my clients that don't speak English.
1 vote -
Accounts Receivable Month End Report
I would like to create a report for accounts receivable that tells me what was outstanding at the end of each month for each month this year.
1 vote -
Import Proposal Templates via Excel
I would like to be able to import proposal templates via excel.
1 vote -
Request for Enhanced Document Identification & Preview for Email Attachments
I'm experiencing a challenge in differentiating between various documents (quotes, invoices, etc.) when attaching them to emails within your system. Currently, the only distinguishing factor is the estimate or invoice number, which doesn't allow us to easily associate documents with specific project details.
To improve this process, I propose the following enhancements:
Display the "Internal Note" Next to All Documents: This additional description would help users identify the correct documents for attachment more efficiently.
Expandable Document Preview: Allowing users to click on a document's small image to see it in a larger format would provide visual confirmation of the content,…
1 vote -
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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