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JobNimbus Feedback

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Financials

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298 results found

  1. Budget Payout Date Change

    Coming from a business that has been operating and signed up with JobNimbus later on in the year, the budgets are being implemented to see what our profit to loss ratio is looking like as well as the evaluate expenses. When building these budgets the Sales Reps that have already been paid their commission on the job are getting confused because the "Mark Paid" button does not have an option to change the payout date. Especially if you are paying out 20-30 people as I do on Fridays, I would like to be able to back date for future date…

    4 votes

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  2. Customize work order template

    ability to customize the layout and design of work order templates

    3 votes

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    0 comments  ·  Templates  ·  Admin →
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  3. JobNimbus Payments: Separate charge for ACH fee

    There should be a separately charged fee for ACH payments processed through JN Payments. We just started using the new payments system and it is really messing up our accounting by pulling the fee directly out of the invoiced amount.

    Example) Invoice for $2,600 --> $13 fee charged to us --> $ Received payment of $2,587

    Our quick workaround has been to alter the total invoice amount to the amount, post fee, so our synced payments can be tied to a specific job during our accounting/reconciliation. This will get exceedingly annoying if we keep using this payments system.

    5 votes

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    0 comments  ·  Payments  ·  Admin →
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  4. Show JobNimbus Payments Status In JN

    It would be nice if the statuses for JNP payments actually show up in JobNimbus.

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  5. Void Stamp on Voided Invoices

    I would like it to say "Void" at the top of an invoice when voided, just like it says "Paid" when paid. That would surely help us decipher if just glancing at thumbnails when trying to attach documents to emails, or really just in general it would be nice for reference later.

    8 votes

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    2 comments  ·  Invoices  ·  Admin →
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  6. HTML Button Links

    It would be nice to be able to have "clickable buttons" that you can code in the HTML part of templates.

    2 votes

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    0 comments  ·  Templates  ·  Admin →
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  7. Duplicate an Estimate

    There is a duplicate feature, but it cannot be used to duplicate an estimate. It would be a lot easier to duplicate an estimate in case we need to move an estimate to another contact, a related contact, or second job under the same contact, etc.

    4 votes

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  8. The ability to turn off payments for estimates and leave it on invoices.

    The ability to turn off payments for estimates and leave it on invoices.

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  9. Customize Financial Tab

    It would be nice to have the ability to hide certain sections of the financial tab and/or move different sections and sort them accordingly (i.e. move credit memos to the bottom).

    2 votes

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  10. Expense entry

    However I don’t see where you can do simple expense entry per job. Often there are additional one off expenses associated with jobs.

    We primarily do simple residential roofs so it’s not efficient or necessary for us to build out a budget on every project. We just want a way to enter final revenue and expenses during and after a job is complete to track profitability.

    Just a simple revenue expense / profit feature. Is that possible with system? Too cumbersome for our team to get overly complicated with data entry based on quantity of projects we do.

    Example, residential…

    4 votes

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  11. Functionality for recurring payments/saving customer payment information in JobNimbus

    Functionality for recurring payments/saving customer payment information in JobNimbus

    10 votes

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    1 comment  ·  Payments  ·  Admin →
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  12. Apply same amount to different invoice

    I need to know how to take payments that have already been applied to an invoice and apply them to a different invoice.

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  13. Printable signature lines for estimates or contracts

    It would be great if the signature template field added a signature line to the estimate or document like a contract, that way the document could be printed and signed in person.

    6 votes

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  14. 9 votes

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  15. Send email with multiple attachments that can be signed

    Create email using a template then add an estimate and other documents that need to be signed. Currently 3 separate processes. Send an email, send an estimate with out the verbiage you need in body of email. The crest document and send that to be signed

    4 votes

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  16. View multiple invoices for Jobs on one statement

    Ability to view multiple invoices as one statement

    3 votes

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  17. Edit Smart Estimate PDF layout

    Add ability to edit the layout for smart estimates once they are generated

    2 votes

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  18. Clean up estimate section titles & description layout

    Please see the attached screenshots. Can the estimate section titles & description layout be cleaned up a bit?

    Ideally one would be able to just enter a long title and NOT have the text wrap down to multiple lines due to the container restrictions. If that is not possible, then can the container alignments of the section descriptions and line item descriptions at least be aligned?!

    The current alignments shown below are very sloppy. Thank you!

    6 votes

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  19. 3 votes

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    0 comments  ·  Work Orders  ·  Admin →
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  20. Gross Margin estimating as an option instead of Markup

    Hi, can an option be added to use gross margin instead of markup on the products and services? Almost every company I know uses margin instead of markup and it would be great to be able to properly manage and price to this inside of JN instead of having to have a separate spreadsheet for pricing every item.

    Almost all of the JobNimbus competitors also use gross profit margin and it is much clearer and less messy process. Thank you for the consideration!

    8 votes

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    1 comment  ·  Admin →
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