JobNimbus Feedback

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Financials

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  1. 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.

    49 votes
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    7 comments  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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.

    32 votes
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    Viewed  ·  5 comments  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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.

    29 votes
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    Viewed  ·  8 comments  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →
  4. Budget Feature to include Estimate vs Actual

    It'd be great if we had additional columns in the Budget feature that enabled entry of an estimated cost and an Actual cost, alongside the existing Budget cost. Allowing the estimated and actual costs to be entered creates a full-fledged Job Cost ability, versus just a budget amount.

    17 votes
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    Viewed  ·  3 comments  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →
  5. More Customizable Form in Financial Tab

    It would be nice if there was a more customizable form in the finances
    section for each job. I would like to be able to make a "Cap Sheet" for each job for the salesmen's commissions. I can almost do this with the Budget form but want to be able to subtract out any advances or draws on the same form. For example:

    Bills
    ABC Supply: $3000
    Labor- roof : $2000
    Home Depot: $50
    Total $5050

    Job Total: $12000
    Job Cost 1200
    Job Expense(bills) 5050
    Profit 5750
    Commision 2875
    4% draw ($480)
    Draw/Advances ($500)
    Commision Due 1895

    16 votes
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    Viewed  ·  2 comments  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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.

    15 votes
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    2 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.

  7. 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.

    13 votes
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    Viewed  ·  2 comments  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →
  8. Job Profit Calculation (Job Costing)

    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

    11 votes
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    4 comments  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →
  9. Option for Net Profit for Commissions in Budgets

    Running Commissions in Budget would be easier if we had the option to split commission by net profit

    8 votes
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    Viewed  ·  1 comment  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →
  10. Material & Labor in Budgets

    Add material & labor lines to budgets for better job costing.

    5 votes
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    Viewed  ·  0 comments  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →
  11. Budget feature

    I use the budget tab to calculate P&L for each contact and divide out commissions.
    I often advance portions of commissions to sales reps.
    It would be great if I could add a negative - number as commission in the budget.

    5 votes
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    Viewed  ·  1 comment  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →
  12. Print or Export Budgets

    I think this may be my third time posting about this. I'm just confused as to why this doesn't exist when the feature is already present in Job Nimbus.

    Budgets, currently as they stand, have no ability to be Printed or to be exported as a CSV (The Budget Report that would only show you the Totals and Profit of each budget is not an answer to this.)

    Every other Financial Document (Invoice, Credit Memo, Material Order, Estimate) can all be printed out in PDF format, but Budgets do not have this feature. But personally I would prefer it if…

    4 votes
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    Viewed  ·  0 comments  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →
  13. Comissions Based on Customer Payment

    We pay sales commissions as the customer pays progress payments. Is there a way to track commission based on customer payments?

    3 votes
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    1 comment  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →
  14. Commissions Approval

    It would be nice if a sales rep can enter a budget and commission request, then request approval. Management would need to pull a budget report with a filter for "unpaid commissions" to fix this.

    3 votes
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    Viewed  ·  0 comments  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →
  15. Purchase order

    Build a purchase order system that links to quickbooks and builds off of the way quickbooks does it. Be able to convert to budgets.

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

    Could you provide specific key differences between our existing Material Order system and the Purchase Order system you’re looking for? What would you like to see us add in order to make it work better for you?

    Please let us know, thanks!

  16. Job Costing between QBO & JN.

    Job Costing between QBO & JN.

    2 votes
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    Viewed  ·  0 comments  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →
  17. Budget CSV Export

    Budgets are a great tool, but would be much better with the simple ability to export it like a report.

    2 votes
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    1 comment  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →
  18. Budget Quickbooks Sync with Material Orders

    there is no link between material order amounts and the rest of the crm.

    There needs to be the ability to pull a report with the actual numbers, sync those to QB, or at least push them to create a budget. You are forcing double entry because I cannot find any way to push the data - even internally - to be useful. As a result, we still have to cost everything out of quickbooks. I could get a contact sync to quickbooks anywhere - this is really disappointing.

    2 votes
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    1 comment  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →
  19. Saved Budgets (Templates)

    Is there a way to set up budget templates that can be used to budget for different types of products?

    2 votes
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    0 comments  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →

    Right now, you’re able to create a budget from an estimate, and we do have “Saved Estimates” so if you build the Budget from the estimate, then you can technically do this, but we’ll look into supporting this feature.

  20. It would be really nice to have the option for pre and post budgets so we could use them as comparison but also the pre not count in reports

    It would be really nice to have the option for pre and post budgets so we could use them as comparison but also the pre not count in reports

    1 vote
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    0 comments  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →
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