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JobNimbus Feedback

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Financials

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298 results found

  1. 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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  2. DESPERATELY NEEDED ADDITION TO THE PRODUCT CATALOG AND QUOTES FUNCTION

    Adding a section on each line item to add internal notes such as bulk cost breakdowns, part numbers, last time pricing was updated notes, etc. BuilderTrend has this functionality and it is so helpful in both the price catalog and when writing quotes.

    8 votes

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  3. Section total at the bottom of the section

    Currently when we put a new section on the estimate it shows the total for that section at the top. I would like the option to show the section total at the bottom of the section.

    8 votes

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  4. Delivery Date for Material Orders

    Would like to be able to track Delivery Date on Material Orders and see that able to be referenced in our templates, reports and automationsfor related records as well.

    8 votes

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  5. Progress invoicing

    We often bill jobs based on a percent of work completed OR based on certain items being completed. If we have a $12,000 job, we will bill a $4k deposit, a 4k progress invoice and $4k on final. Alternatively, we might have 20,000 Sq. Ft. of work to do but it's being completed in phases. So we might bill out 60% of the work as a progress invoice and bill the remaining work upon completion.

    It would also be extremely beneficial to allow change orders to be added as a new "section" on the estimate and allow this to flow…

    8 votes

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  6. a link back to the customer's financial page when viewing their estimates, invoices, ect...

    When reviewing multiple estimates for the same customer, it would be handy to be able to return quickly back to the customer financial page, and not have to go through the run around of going to their main contact page.

    8 votes

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  7. Grouped line items in sections (for totals) and ability to duplicate/delete sections

    Ability for line items to be grouped by sections, those sections have cost totals per section (have option to display section totals or line totals on templates), and the ability to have those sections duplicated/deleted for more efficient estimate/invoice building.

    8 votes

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  8. When an estimate is sent, why doesn't the status automatically update to sent?

    When I send an email and attach the estimate, the system should recognize that it was sent. Perhaps by a "viewed" trigger, since the system is capable of displaying read receipts.

    8 votes

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  9. Add discounts field to estimate and/or invoice

    Being able to add % discount as a field or drop would help the sales team be able to function better in the house.

    8 votes

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  10. Overdue Invoices

    It would be helpful if instead of days in status, once a due date passes it tells you how many days overdue the invoice is.

    8 votes

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  11. Create Material Order from portions of Estimate

    I would like to be able to select individual line items on an estimate then create a Material Order from the selection. Currently you have to either create them all by hand or covert Estimate to a Material Order, then edit all the items not destined for a particular vendor. It's a real pain when you have multiple vendors to order from for a big estimate.

    8 votes

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    Viewed  ·  0 comments  ·  Material Orders  ·  Admin →
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  12. the ability to copy existing saved estimate and work order templates.

    Creating a new template is pretty easy. That said, we have created some fairly complex templates and would like to build new templates off those that have been saved rather than starting from scratch. Basically, we need a 'save as' option when we edit an existing saved template.

    8 votes

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    0 comments  ·  Templates  ·  Admin →
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  13. Turn off Credit/Debit card option

    In QuickBooks, we have the option to turn off the credit/debit card option for each individual invoice. Can we get that option?

    7 votes

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    0 comments  ·  Invoices  ·  Admin →
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  14. Be able to record commission overrides

    Setup budget feature to track override commissions. There should be a separate configuration in the system for sales managers to designate an override amount so whenever anyone from their team gets a deal, they get a percentage.

    7 votes

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  15. Late fee after no payment by a certain date

    Please have a way to add a late fee after payment isnt made by certain date

    7 votes

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    Viewed  ·  1 comment  ·  Payments  ·  Admin →
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  16. Separate Products from Service, add variations with same unit of measure

    Be able to separate products from services to be able to select services from products. Also, have the ability to create a variation under existing product to specify different measurements for the same unit of measure. We have posts that are different lengths in feet.

    7 votes

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  17. Require color selections for customer approval

    Require color selections for customer approval

    7 votes

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    1 comment  ·  Admin →
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  18. Negative Payments

    the ability to record negative payments for when something during a job goes wrong (for example) and a portion of the amount paid by the customer is refunded to them. A credit memo does not work, as it does not update the amount originally paid by the customer, per the total on the "payments" tab.

    7 votes

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    0 comments  ·  Payments  ·  Admin →
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  19. Autosave Estimates

    There should be an autosave option while creating the estimates. I'm not sure how this isn't a thing already, but think it would be very beneficial to the sales reps. We have had times they were working on an estimate, we lose internet or job nimbus goes down and it completely wipes the entire estimate they were doing and they have to start over again. Just something to take into consideration, more comforting and less time consuming. I believe an autosave just like Microsoft Word/Excel etc. have every 10 minutes is a great addition to job nimbus and should be…

    7 votes

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  20. Create Partial Invoices from Estimate

    Create partial invoices from estimate to later combine and create a final invoice. All invoices will be sent to the contact.

    7 votes

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