Financials
537 results found
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Checkbox for Completing Work Orders
It would be very helpful to have a quick way to mark Work Orders completed, instead of "3 dots, Change Status, darn my mouse went too far...start over. 3 dots, darn...start over... 3 dots, gonna get it this time, Change Status, Completed. Wait until it processes. Move to the next one..."
If we could check a box, like Tasks, that would be great. Yes, I know, Tasks are simpler and Work Orders are more complicated, but in the settings when we go through the Workflow options, we could just have an option for which status the check box corresponds to.…
7 votes -
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 -
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 -
Add an option to create custom design templates for financial documents such as Material Orders, etc.
Add an option to create custom design templates for things like Material Orders, etc.
7 votes -
Add an option to show line totals on work orders
Add an option to show line totals on work orders
7 votes -
Automatically change Work Order Status when Emailed
Automatically change the status of a Work Order statues to "In progress" when emailed.
7 votes -
Ability to combine several templates on to one estimate.
Ability to combine several templates on to one estimate.
7 votes -
Add the "Clean Up" button to Estimates
The "Clean Up" button on material orders that quickly removes all 0 quantity items would be incredibly beneficial on Estimates, especially when using templates for each section on an estimate it's faster to enter the quantity on the items we need and use "Clean Up" rather than individually remove the items we won't need
6 votes -
Ability to text customers the link to sign an estimate
I would like the ability to copy the unique signer link for an estimate or contract directly from JobNimbus so it can be shared with customers through methods other than email, such as text. This would be especially helpful in cases where a customer cannot access their email, ensuring a smoother and more flexible signing experience.
6 votes -
View estimate figures after sending
I would like to be able to click on an estimate to see the figures after I sent. I don't need to edit it, just view what figures I put down. Right now I end up duplicating and deleting. Am I missing something?
6 votes -
Review Line Item Data after Estimate Signing
After an estimate is worked up and signed, if you click it you only have the ability to see the pdf version but not the quantities and price of each Item that is listed.. It is helpful for managers to be able to review the estimate and how it was worked up. If there is a way like the old job nimbus where you could click on it and not only see the PDF version but the data that built it out it would be very helpful.
6 votes -
Keep Legacy Estimates
In our modern age, customers do not want extra fluff and more pages to sift through when an estimate lands in their email. It needs to be basic and straight to the point. I constantly get emails and phone calls because people don't scroll far enough for their bottom line pricing. The new Estimate is rubbish and doesn't always work well. It's difficult to navigate on mobile for our estimators as well. It's too long with cover pages that no one cares about...talk about stepping back to 1990. Even trying to strip it down to resemble the old Legacy estimate…
6 votes -
Include Tax from Supplier on Estimate Total
When preparing an estimate, there should be an option to calculate the tax that will be paid to the supplier along with the material order. This ensures that the material cost in the estimate reflects the actual total cost, including tax, rather than just the pre-taxed subtotal of the materials needed. Since this doesn't currently build in the tax we will pay to our supplier, the tax that ultimately is charged on the material list cuts into our profit margin since it wasn't accounted for in the estimate.
6 votes -
Custom Page with Photo Attachments in NSE
Currently the only way to attach photos to NSE estimates is via the inspection page. Would be great if we could add them on a custom page as well, like how we can add pdfs to additional pages.
6 votes -
Multiple Spots for Signature/Initials in NSE
It would be nice if we had the option to insert a signature/initial field in the Estimate for NSE. Right now, there is only the one signature page available, and this doesn't work for our business at this time. Currently, we are sending our Project Agreements through Adobe Sign, but would prefer to have everything in one place!
6 votes -
Additional Item Types for Products & Services
Currently you can only identify a product or service as 'labor' or 'material'. This makes it difficult to accurately job cost when we have to include other items/services in our estimates and jobs such as equipment rentals, disposal fees, permits, and other administrative/miscellaneous costs that don't necessarily fall under 'labor' or 'materials'. It would be nice to be able to categorize those items accordingly so we can accurately budget for these items.
Additional item types could include:
Equipment
Disposal
Other (this would be for any other product or service that doesn't fall under labor, material, or the two listed above)6 votes -
Add "Roof Load" to Delivery Options on Material Orders (QXO/Beacon)
Most of our jobs (around 90%) require materials to be loaded directly onto the roof. Currently, the Shipping Method dropdown only includes “PICKUP” and “GROUND DROP.” We're forced to manually type "Please ROOFLOAD" into the Note to Supplier field, which risks being forgotten and could result in incorrect delivery.
We’d like “ROOF LOAD” added as a selectable Shipping Method so it can be consistently applied and communicated to suppliers. This option is already available when ordering through QXO, so we hope it can be added similarly in JobNimbus.
6 votes -
Add Headers and Footers to Estimates
update header and footer of estimates
6 votes -
Resize Company Logo on Estimates
Would like to resize the company logo in the estimate creation screen to better fit the estimate.
6 votes -
Only sync QuickBooks summary data over to JobNimbus per job/contact (ie: totals for invoices, amount due, payments)
Request:
We want the ability see SOME invoice info (without the entire invoice syncing over) such as:
Total Amount of all invoices per job/contact
Amount Due of all invoices per job/contactThis request applies in the same way for payments syncing over such as syncing over only the Total Amount Paid per job/contact.
Reason for need:
Invoices do not sync over correctly from QuickBooks because JobNimbus doesn't allow line items with no "Item Name" /"Product/service" selected. We need to be able to have line items that are purely descriptive with no price. This requires a "Product/service" NOT to be selected.…6 votes
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