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JobNimbus Feedback

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Financials

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310 results found

  1. Import, Export, and Bulk Edit Products & Services

    It would be helpful to be able to bulk/batch edit Products & Services, as well as the ability to download a CSV to edit and reimport.

    213 votes
    How important is this to you?
  2. Time Tracking for Employees - Clock In/Out

    I would like to be able to track the time employees have spent on jobs or tasks and/or give them the option to clock in our out on the mobile app.

    123 votes
    How important is this to you?
  3. Sync Budgets/Job Costs With Quickbook

    So all appropriate parties could see actual current expenses to compare to their job budgets.

    80 votes
    How important is this to you?
  4. Total Estimate Discount Percent (%) on estimates, invoices

    Be able to have a line item availability on estimates (and invoice) at the bottom for discount percentages and dollar amounts. We give specific discounts and would like to be able to show these amounts in writing and have it calculate in the estimate and invoice based on the total of the job.

    74 votes
    How important is this to you?
  5. A commission sheet that i can print off for salesman

    I really wish there was a section where I could print off a commission sheet for salesman. Right now I am building one in the budget form for them and then printing it. There is not a print button in this section and it makes it very difficult. We would also like the option of net profit.

    72 votes
    How important is this to you?
  6. Email, Print, or PDF for Budget

    Currently there is no option to email, print or pdf a job budget which is very beneficial in forwarding to your salesforce. The work around is a printscreen which unfortunately captures everything on the screen and is not very professional. We have a Snag It program that we can use to capture just the budget flow to make things better but it would really save time if the program has this option automatically.

    71 votes
    How important is this to you?
  7. Inventory Management

    would be great if we could keep track of our inventory

    66 votes
    Viewed  ·  11 comments  ·  Admin →
    How important is this to you?
  8. Auto Save For Estimates, Documents, Templates, etc.

    Twice today !!! I lost my whole estimate because I have a stupid laptop!! I would love it if the estimates i was creating would auto-save every few minutes!! PLEASE!!! I have lost more than an hour of work today!! :(

    64 votes
    How important is this to you?

    We definitely understand the urgency here and apologize for the lost work and time. We’re looking into this, though we aren’t able to provide an estimate of when this would be available. We’ll keep you posted.

  9. Ability to Track/Calculate a Draw Against Commissions

    Many company's offer the sales person a draw against commission when the ACV check is collected. Job nimbus currently does not allow the calculation to record or recover that draw when the final commission is paid.

    54 votes
    How important is this to you?
  10. Change Orders

    If Change Orders were available (especially if they automatically updated the budget) that would be awesome! Also, if an option for attachments allowed "folders" of some sort, that would be helpful. We use attachments a lot and it gets messy with prints, photos, docs, etc all being in one place.

    48 votes
    How important is this to you?

    We want to officially support Change Orders soon, but in the meantime most JobNimbus customers are using Work Orders to manage this work.

    As for folders, you can vote for that specific feature here: http://jobnimbus.uservoice.com/forums/136212-general/suggestions/6066331-folders-for-attachments

    Alternatively, you can use File Types to act as “folders” for your attachments. You can manage your file types by going to Settings > File Types and setting different ones, essentially what would be “Folders”, and then you can use those “folder” names (or file types) to filter your Attachments list based on those “folders”. It actually works pretty well if you have it set up right.

  11. Budget Naming

    Would be helpful to be able to manually assign a name to the budget. Currently it automatically assigns a budget number. We would like to break out our trades and create a separate budget for each (ie paint, gutters, siding). We are able to do this by creating new budgets for each, but under the financials tab the budgets are listed by the assigned number, therefore we have to go into each one to see which trade that budget is for.

    45 votes
    How important is this to you?
  12. More Customizable Financial Templates

    For the estimates, I would like to be able to move our logo around and resize it as needed, to be able to edit the fonts of line items and not have to have a price for some line items. If a certain line item varies on the job like a permit, we would like to put -as incurred- since permits can vary or other line items as well that vary. Instead of showing 0 which would make the customer or company think they owe 0, as incurred would be much more feasible. Other options like a Microsoft Word style…

    39 votes
    Viewed  ·  6 comments  ·  Templates  ·  Admin →
    How important is this to you?
  13. Save payment terms on invoice templates

    I would like to see that when I am personalizing my invoice template that I can save the terms. It appears to default to Net 15. We run on Net 30. If missed it can make a huge difference in the collections process.

    38 votes
    4 comments  ·  Templates  ·  Admin →
    How important is this to you?
  14. Move Invoice and Estimate to different Contact

    When there is an error with linking an invoice/estimate/etc to a wrong account, I am unable to find an option to change the "contact" to the correct one when I open up the document. Please make the "contact" field editable like other fields are in JN.

    36 votes
    How important is this to you?
  15. Add Supplier Information / Material Order Fields to Material Orders

    Unable to add custom fields or which supplier I am using to the Material Order

    35 votes
    How important is this to you?

    Thanks for the suggestion!

    In the meantime, you should be able to create custom Contact fields (or Job fields if you have Jobs enabled) for “Supplier” and other fields you want to appear on the Material Order and then have them inserted into the Material Order templates upon creation.

  16. Split payments by amount

    Would like to be able to change the invoice split payment by exact amount, not just percentage

    34 votes
    3 comments  ·  Invoices  ·  Admin →
    How important is this to you?
  17. More User-Friendly Template Formatting

    The templates really need to be easier to format in certain sections. Under the special instructions, it is really time consuming right now and should be much easier to use.

    It would be great if it was much easier to use.

    33 votes
    4 comments  ·  Templates  ·  Admin →
    How important is this to you?
  18. Have taxes show on material orders

    I would like to have taxes show on material orders

    30 votes
    Viewed  ·  3 comments  ·  Material Orders  ·  Admin →
    How important is this to you?
  19. Use multiple templates in one estimate

    We have very detailed and exhaustive estimate templates built that save us a lot of time creating our estimates. However, sometimes we want to create a separate section in the estimate for a different type of work, etc. It would be great if we could load another template in under that section heading, but as it is now, we just have to build it line by line from that point on.

    29 votes
    How important is this to you?
  20. Ability to add signature line to estimate template (with page breaks!)

    We send out a LOT of estimates every year, so it would be extremely cumbersome to generate a new document each time someone approves an estimate in order to create a contract. Instead, we add our contract language to every proposal and have signature lines at the bottom. In most cases, this runs onto two or more pages so we include the estimate number for easy reference below the signature.

    That said, we need the customers to be able to esign!! Can we please add this functionality to estimates? It would be extremely helpful to also add pagebreaks to help…

    29 votes
    How important is this to you?
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