JobNimbus Feedback

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Financials

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  1. Estimate Options (e.g. Good, Better, Best)

    On the estimate be able to have options. So that the options do not all total together at the bottom. Right now it gives an unaccurate total amount.

    83 votes

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    Viewed  ·  21 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  2. 65 votes

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    13 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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.

    54 votes

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    7 comments  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →
  4. Move Estimate from Contact to Job

    It would be nice to be able to convert an estimate that was created under the Contact to a Job. The problem I'm having is when i create a contact then add an estimate then if i win the estimate i add a job then the estimate is not under the job. is there away to assign estimates to the job so i can convert in to an invoice under the job?

    50 votes

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    Gathering Feedback  ·  15 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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.

    49 votes

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    Viewed  ·  10 comments  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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!! :(

    44 votes

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    9 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →

    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.

  7. Sync Budgets/Job Costs With Quickbook

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

    42 votes

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    Viewed  ·  9 comments  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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.

    41 votes

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    Gathering Feedback  ·  7 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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 job

    39 votes

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    14 comments  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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.

    39 votes

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    Viewed  ·  5 comments  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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.

    34 votes

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    4 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  12. Inventory Management

    would be great if we could keep track of our inventory

    34 votes

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    Viewed  ·  7 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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…

    28 votes

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    7 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  14. Subtotals for Sections on Estimates and Invoices

    It would be helpful if there was a way to add subtotals throughout the estimate. For example, sometimes we have to do a subtotal for roof, a subtotal for gutters and then an overall total. Is there a way to do that already?

    Thanks for the help!

    26 votes

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    Viewed  ·  4 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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.

    25 votes

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    5 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →

    While we don’t currently have support for this on the JobNimbus side, if you’re using QuickBooks Desktop, you can add custom payment methods to QBD and then map them to existing ones in JobNimbus in order to have those sync properly.

    We’ll keep this on our list to address in a future update.

  16. 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…

    25 votes

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    Viewed  ·  6 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  17. Deposit and/or Progress Payments + Receipts

    Under Financials & Estimates, the ability to create "Payment Acknowledgements / Receipts" for deposits &/or progress payments without changing the status of the estimate to "Invoiced".

    Another great feature would be one with the ability to send a deposit or progress payment request that ties into the estimate and shows any prior payments.

    24 votes

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    Viewed  ·  6 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  18. List of all outstanding Invoices by Client

    It would be nice to send a statement of all the invoices that are outstanding with a particular client, instead of having to send multiple invoices.

    24 votes

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    2 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →

    We have a few users that need this feature as well. It’s on our radar and we plan to get to it mid next year.

    Sorry about the wait, but we’ll try to get it in as soon as we can!

  19. Editable form / table builder / checklist builder

    A simple spreadsheet like form/table (editable columns/rows) with ability to insert dropdowns/text/checkboxes, etc in columns - so that we can create checklists for our crews and support personnel. Your table insert tool in the templates section almost does it - except we don't have full flexibility to modify/insert different functions.

    23 votes

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    Viewed  ·  2 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  20. 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.

    23 votes

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    3 comments  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →

    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.

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