Financials
55 results found
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When a job's estimate is signed by the customer send a notification
I like the new e-sign function but we didn't get notified after the customer signed it. When a job's estimate is signed by the customer send a notification whoever is assigned to that job/contact.
1 voteHello!
This is available today using automations. Set up and event based automation and use the signature status condition to send an email or create a task.
If you need additional help setting this up, please don’t hesitate to reach out.
Thank you,
Adam Keys
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Our logo on the estimate when we create it.
Is it possible to have our logo show up on the estimate page when we create it?
1 voteYou can do this by uploading a logo to the Company tab in your settings. Enjoy!
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Duplicate lines
Every time I add a line item on an estimate or invoice from scratch it duplicates it between 3 and 6 times. It's insanely frustrating when I try to delete the duplicate lines the entire item deletes. I have to save the estimate and go back in and delete each duplicate. I'm about to lose my mind and switch my company to another system.
1 voteThis feature is now completed. Thank you for helping us know what wanted.
If you have any questions about this feature contact support@jobnimbus.com.
Thanks again,
Aaron -
Didnt force you to save a product in products list
Would like to enter products in each line item when writing an estimate but not be forced to save it in the products list, that way we don't have multiple basically duplicated items in the products and services and we can customize them a little more
1 voteThis is a limitation exclusive to the QuickBooks sync, since QuickBooks doesnt allow custom line items.
If you are not using the QuickBooks Sync feature, then you can disable it in the Features tab of your settings. This will allow you to add custom line items to your estimates and other documents without having them save to your Products & Services list.
If you have further questions, please contact support@JobNimbus.com or call 855-964-6287 (option 2) for assistance.
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Do not auto-link 'Customer' when making Estimate for a Job
When making an estimate for a job, it auto links it to the parent customer(contact). And then when you are actually looking into any job inside that parent customer (Contact), it shows all the estimates inside it and not just the one which is relevant to the job. This defeats the purpose of having this customer - sub customer relationship.
1 voteAll you need to do is go to the Contact’s Financials tab and uncheck the “Related” checkbox so those estimates don’t show up on your contacts. This checkbox is a per-user checkbox, so each user on your account that doesn’t want to see the estimates on the contact should uncheck it. Once you uncheck it on one contact, it will remain unchecked for all contacts until you re-check it.
Enjoy!
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take off green payment button
Can you take off the green payment button on our invoices. we are not using that system.
1 vote -
help information for Lead vs. Sold vs. Archive for WO
I could not find help documentation for what is affected by marking WO Statuses as Leads vs. Sold vs. Archive. I understand the "Archive" one but am curious as to how the other two affect reporting, accounting, etc.
1 voteThis type of question should be directed to support@jobnimbus.com. They can help you figure these type of things out.
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Expenses or Subcontractor Payments not just estimates within Budget
Keep a simple account of expenses or subcontractor payments rather than just invoices and payments from clients. Would like to show all financial activity linked to jobs.
1 voteYou can add additional expenses to the Budget by adding additional line items that weren’t included in the original estimate.
This should allow you to get a much fuller picture of the job’s financial activity.
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Ways to add additional tax rates
JN only shows 3 tax rates. I have jobs in multiple cities that have different tax rates so when i need to collect taxes, the select one option does not work. I also would like the different tax rates to sync to the tax options i already have set up in Quickbooks. It would make it easier to pay taxes to the state comptroller. I need to be able to designate the taxes per city.
1 voteYou can already add more taxes in JobNimbus:
1. In the Taxes tab of Settings unless…
2. If QuickBooks sync is on, then you have to add them through QuickBooks and then click “Refresh QuickBooks Lists” in your settings and perform a sync using the Web Connector.I have already initiated this, just start a sync from the Web Connector and that should get those other taxes synced to your JobNimbus account.
If that doesn’t work, please send your issue to support@JobNimbus.com and they’ll be sure to dig deeper and help you get it working!
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Open invoice reports with $ amounts
It would be very helpful if there were reporting features to run open (unpaid) invoice reports per salesman, per time period, etc. This would help keep on top of unpaid invoices.
1 voteYou can create an Invoice report, filter it by balance and sales rep, or date range, etc. It’s actually pretty quick to set up, and then you can add it to your dashboard.
If you need further assistance or have any other questions, please send an email to support@JobNimbus.com and they’ll be able to get you taken care of.
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Be able to give credits in Budget
If material is returned, if laborers are back charged, etc. We need to be able to show a credit in the budget category
1 voteYou can add credits to a budget by entering the Amount as a negative value like:
-100
And that will show up as a credit and calculate accordingly.
Enjoy!
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change contact info
be nice to be able to change/add customer info/job in estimate
1 voteYou should be able to change any contact/job info on the Estimate template in the Templates tab of you JobNimbus Settings.
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documentation on coding for creating templates
I am trying to find a place where basic template coding is listed but I cannot find this in your help documentation. I need to know how to reference fields both already in your system and those we have added as custom fields. Thanks!
1 voteWe’ll be adding more to the “Help” section as we go forward. In the meantime, here’s a video that could help you out: https://www.dropbox.com/s/c8kf5ziip4ecvv4/DocumentBuilder.mp4?dl=0
To use Fields and Custom Fields, use the Insert Template Field option in the toolbar when editing your templates and you’ll find what you need there.
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Auto Populate Sales Reps Contact Information
Auto Populate Sales Reps Contact Information
When Sales people open and create their own invoice or pull template from a previously created drop down list. This would automatically pre populate all of their contact information. Currently I believe an admin has to create this for every sales person.
1 voteAs part of the templates, we build in the Sales Rep’s info by default (name and email address). If these fields have been removed from your templates, you can add them back in using the Insert Template Fields option and choosing the Sales Rep’s info.
The one thing we’re missing is the Phone Number, which is something we just haven’t built into the template system yet, but once we do then it will auto populate just like the name and email address based on the number they have in their “My Info” section.
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PO Number on invoice
Customers PO Number on our invoice. Currently, we can make a custom field in the invoice but Like to have a drop down menu, i am a do environmental consulting and get multiple PO numbers for same job. since some jobs require multiple type of testing.
1 voteWe recommend using multiple Jobs or multiple Work Orders to track the individual pieces of work on a job, and then to invoice them separately as necessary.
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