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JobNimbus Feedback

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Financials

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298 results found

  1. Recover Deleted Templates

    I would like to be able to recover any deleted templates in settings.

    3 votes

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    0 comments  ·  Templates  ·  Admin →
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  2. "Show More" Product Option on NSE

    Allow a "show more" drop down when searching a product to add as a line item. In Legacy Estimates it gives you the option to show more but with nse its only the first 6 in alphabetical order.

    4 votes

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  3. NSE - Product selections populate automatically into orders

    Homeowners complete the product selections space on the Authorization page with information on colors. It would be helpful if this information populated directly into the JN orders so that office staff have all the information they need directly on the order instead of going back and forth between the signed estimate and the order. it would also minimize errors when entering the correct colors because it auto-populates those fields.

    3 votes

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  4. Build Estimates

    Need another column that will add in type that will indicate what quantity or type such as:
    SQ, BDL, BOX, ITEM, ... we expect many items to choose from within the template

    1 vote

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  5. Manual Financing option shown on signed estimates

    Show which financed price is selected by the homeowner on the signed estimate PDF and as a status on the financials page under estimates "Fully signed - with financing"

    3 votes

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  6. New Sales Experience Introduction Page

    Introduction page should have on it the sales person's name, the phone number should have parenthesis and/or a dash in the appropriate places and the company's contact information. Also, the company contact information would be nice to see.

    3 votes

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  7. 9 votes

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  8. different measurements per job

    I would like to be able to put different measurements for different material types on 1 estimate. I have several jobs that have several scopes of work just on the roof. For example, I have a job that has shingles, standing seam, and TPO on the same house. The problem is, they are different sizes, so I have to manually input my material and labor cost quantities at the moment. Would like to be able to separate the measurements by the type of product being used if at all possible.

    1 vote

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  9. Show Full Estimate on Proposal

    When we upload an estimate into Job Nimbus under proposal, it say "show more" and minimizes the estimate. We would like it to always show all of the estimate under proposals.

    1 vote

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  10. Change the location of a Material Order or Work Order or jobs they are attached to

    Sometimes a material order or work order gets created on the wrong job. Right now there's no way to move it to the correct job you have to cancel it and make an entire new one. It would be nice if you could change the location of things.

    1 vote

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  11. Templates for Payment Requests

    When texting a payment link through JN Payments I would like to be able to make templates to customize the payment request message. This is important to provide more specific information to the client when this is sent.

    1 vote

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    0 comments  ·  Payments  ·  Admin →
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  12. NSE insert token field options

    NSE insert token field have the option to add customer email and customer phone number

    2 votes

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  13. When creating an estimate being able to send an email with the estimate without needing a signature and auto populate to documents tab

    Two Ideas for Estimates
    1. Being able to send an estimate via email without needing a signature and just the viewing pleasure
    2. Having the estimates auto populate into the "Documents" tab of a customer when finished filling out

    5 votes

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  14. NSE - Estimate details page include logo

    The estimate details page to include the company logo on the page.

    1 vote

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  15. 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

    10 votes

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  16. 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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  17. 5 votes

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    0 comments  ·  Payments  ·  Admin →
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  18. 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…

    3 votes

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    0 comments  ·  Payments  ·  Admin →
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  19. Update Estimate (NSE) Cover Page

    Add ability to update company info in the New Sales Experience. Changes to company phone number and email addresses do not sync to NSE.

    13 votes

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  20. 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

    11 votes

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