Financials
50 results found
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Our logo on the estimate when we create it.
Is it possible to have our logo show up on the estimate page when we create it?
1 voteYou can do this by uploading a logo to the Company tab in your settings. Enjoy!
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3 votes
Mobile payments are one thing we’ve heard a lot about. Luckily, you can now collect payments using the mobile app for iOS or Android when using our Payments feature.
You can read more about the release of that feature here: https://www.jobnimbus.com/blog/2018/04/19/mobile-update-email-payments-caller-id/
To get started with collecting payments on the mobile app, you can go here: https://www.jobnimbus.com/payments
Enjoy!
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Duplicate lines
Every time I add a line item on an estimate or invoice from scratch it duplicates it between 3 and 6 times. It's insanely frustrating when I try to delete the duplicate lines the entire item deletes. I have to save the estimate and go back in and delete each duplicate. I'm about to lose my mind and switch my company to another system.
1 voteThis feature is now completed. Thank you for helping us know what wanted.
If you have any questions about this feature contact support@jobnimbus.com.
Thanks again,
Aaron -
Didnt force you to save a product in products list
Would like to enter products in each line item when writing an estimate but not be forced to save it in the products list, that way we don't have multiple basically duplicated items in the products and services and we can customize them a little more
1 voteThis is a limitation exclusive to the QuickBooks sync, since QuickBooks doesnt allow custom line items.
If you are not using the QuickBooks Sync feature, then you can disable it in the Features tab of your settings. This will allow you to add custom line items to your estimates and other documents without having them save to your Products & Services list.
If you have further questions, please contact support@JobNimbus.com or call 855-964-6287 (option 2) for assistance.
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'Paid' Stamp on Paid Invoices
Paid stamp on paid in full invoices. This is not on the newer template, just the older one.
41 votesCompleted in Feb 2021
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Estimates - material and labor cost with own markup
Currently items under products and services have three quantities, Cost, markup and price. It would be awesome to have: material cost, material cost markup, labor cost, labor cost markup and a final price. And on the estimate have those two extra columns as well with totals at the bottom.
Having this feature would allow us to track labor cost and material cost per job with out having to jump through a lot of calculation hoops to get there.
17 votesThank you for your input and votes on this topic. We recently added subtotals for Labor and Materials in all financial documents. Markup is displayed for all line items, including labor, and can be quickly edited.. The new markup slider allows you to quickly adjust markup for all line items in an estimate.
I would love your feedback on improvements we have made and if any changes still needed. -
Do not auto-link 'Customer' when making Estimate for a Job
When making an estimate for a job, it auto links it to the parent customer(contact). And then when you are actually looking into any job inside that parent customer (Contact), it shows all the estimates inside it and not just the one which is relevant to the job. This defeats the purpose of having this customer - sub customer relationship.
1 voteAll you need to do is go to the Contact’s Financials tab and uncheck the “Related” checkbox so those estimates don’t show up on your contacts. This checkbox is a per-user checkbox, so each user on your account that doesn’t want to see the estimates on the contact should uncheck it. Once you uncheck it on one contact, it will remain unchecked for all contacts until you re-check it.
Enjoy!
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Job Profit Calculation (Job Costing) - Estimate vs. Actual
Once all said and done, It would be nice to get a profit calculated for the Job. The 'Budget" has some nice features that could accomplish some of these things but would need to expanded. Some of the things to include
1) Material cost
2) Labor Cost (per employee) Cost vary
3) a)Original price Line for projject
b) Added/Subtracted Change orders as line items
c) Total Job Price
4) More choices, teirs to calculate the commission
5) Able to print out as well as save per job93 votesThis is now available with Profit Tracker
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take off green payment button
Can you take off the green payment button on our invoices. we are not using that system.
1 vote -
help information for Lead vs. Sold vs. Archive for WO
I could not find help documentation for what is affected by marking WO Statuses as Leads vs. Sold vs. Archive. I understand the "Archive" one but am curious as to how the other two affect reporting, accounting, etc.
1 voteThis type of question should be directed to support@jobnimbus.com. They can help you figure these type of things out.
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Expenses or Subcontractor Payments not just estimates within Budget
Keep a simple account of expenses or subcontractor payments rather than just invoices and payments from clients. Would like to show all financial activity linked to jobs.
1 voteYou can add additional expenses to the Budget by adding additional line items that weren’t included in the original estimate.
This should allow you to get a much fuller picture of the job’s financial activity.
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Ways to add additional tax rates
JN only shows 3 tax rates. I have jobs in multiple cities that have different tax rates so when i need to collect taxes, the select one option does not work. I also would like the different tax rates to sync to the tax options i already have set up in Quickbooks. It would make it easier to pay taxes to the state comptroller. I need to be able to designate the taxes per city.
1 voteYou can already add more taxes in JobNimbus:
1. In the Taxes tab of Settings unless…
2. If QuickBooks sync is on, then you have to add them through QuickBooks and then click “Refresh QuickBooks Lists” in your settings and perform a sync using the Web Connector.I have already initiated this, just start a sync from the Web Connector and that should get those other taxes synced to your JobNimbus account.
If that doesn’t work, please send your issue to support@JobNimbus.com and they’ll be sure to dig deeper and help you get it working!
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Custom Payment Methods
Need to customize Payment Methods and be able to edit other payment methods. I.E. In house Finance, Greensky, PayPal, Square, ect.
47 votesWe've added financing and CC/ACH options
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Open invoice reports with $ amounts
It would be very helpful if there were reporting features to run open (unpaid) invoice reports per salesman, per time period, etc. This would help keep on top of unpaid invoices.
1 voteYou can create an Invoice report, filter it by balance and sales rep, or date range, etc. It’s actually pretty quick to set up, and then you can add it to your dashboard.
If you need further assistance or have any other questions, please send an email to support@JobNimbus.com and they’ll be able to get you taken care of.
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Save Estimate button
The Save as Template alongside the Add Estimate button is a bit confusing. We see what we want to see and our sales people keep clicking on Save as Template before they realize they should be clicking the Add Estimate button. Then they don't know what happened to their estimate. May I suggest Add Template and Save Estimate?
2 votes -
Be able to give credits in Budget
If material is returned, if laborers are back charged, etc. We need to be able to show a credit in the budget category
1 voteYou can add credits to a budget by entering the Amount as a negative value like:
-100
And that will show up as a credit and calculate accordingly.
Enjoy!
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contractor signature line
State of Minnesota requires both homeowner and contractor signature on all contracts. It would be great to have the ability to do both electronically. It would be a needed feature for document templates and the signing ability of both parties on mobile.
3 votesYou can add multiple signatures now using our mobile app! This should allow you to comply with state and municipal requirements.
Give it a try and reach out to support@JobNimbus.com if you run into any issues.
Enjoy!
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Larger "description" window on estimates and invoices
When creating an estimate or an invoice we would like the field for
"Description" to bigger so we can see all of what we're typing into it.
Right now it's only big enough to show about 10 characters and it's very
difficult to see what I type until I save the invoice and preview it.2 votesYou should be able to see some lines at the bottom right of each Description box that allows you to drag to expand and then drag back to return it to a smaller size.
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change contact info
be nice to be able to change/add customer info/job in estimate
1 voteYou should be able to change any contact/job info on the Estimate template in the Templates tab of you JobNimbus Settings.
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Option To Hide Subtotal
On estimates where we are giving several options we do not want the subtotal displaying on the bottom. It would be nice if there was an option when creating an estimate template to be able to take out the subtotal at the bottom.
10 votes
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