Financials
47 results found
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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 job76 votesThis is an interesting idea. I’ll talk to our team and see if we could do it.
Thanks for your feedback.
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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.
70 votesThis is interesting idea! I’ll talk to our team and see if we can do this.
Thanks for the feedback.
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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.
64 votes -
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!! :(
61 votesWe 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.
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Sync Budgets/Job Costs With Quickbook
So all appropriate parties could see actual current expenses to compare to their job budgets.
60 votes -
Inventory Management
would be great if we could keep track of our inventory
53 votes -
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.
52 votes -
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.
39 votes -
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.
37 votesThat’s a great idea!
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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.
35 votesWe 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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Add Supplier Information / Material Order Fields to Material Orders
Unable to add custom fields or which supplier I am using to the Material Order
34 votesThanks for the suggestion!
In the meantime, you should be able to create custom Contact fields (or Job fields if you have Jobs enabled) for “Supplier” and other fields you want to appear on the Material Order and then have them inserted into the Material Order templates upon creation.
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Move Invoice and Estimate to different Contact
When there is an error with linking an invoice/estimate/etc to a wrong account, I am unable to find an option to change the "contact" to the correct one when I open up the document. Please make the "contact" field editable like other fields are in JN.
34 votes -
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…
34 votes -
More User-Friendly Template Formatting
The templates really need to be easier to format in certain sections. Under the special instructions, it is really time consuming right now and should be much easier to use.
It would be great if it was much easier to use.
30 votesWe plan to update our template editor with better formatting options and functionality in the future.
In the meantime, if you have specific formatting requirements for a template, please send your request to support@jobnimbus.com and we should be able to help you out!
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Have taxes show on material orders
I would like to have taxes show on material orders
27 votes -
Use multiple templates in one estimate
We have very detailed and exhaustive estimate templates built that save us a lot of time creating our estimates. However, sometimes we want to create a separate section in the estimate for a different type of work, etc. It would be great if we could load another template in under that section heading, but as it is now, we just have to build it line by line from that point on.
27 votes -
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 $5050Job Total: $12000
Job Cost 1200
Job Expense(bills) 5050
Profit 5750
Commision 2875
4% draw ($480)
Draw/Advances ($500)
Commision Due 189525 votes -
Page Numbers on Estimate
When creating an estimate and it is longer than one page it would be great to have the pages numbered.
24 votes -
23 votes
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ability to attach pdf to work order
Would like to be able to attach pdf's to Work Orders (currently can only attach photos). I have to either retype the entire scope into the work order or follow up every Work Order with an email attaching the scope. Sad face for the double work.
22 votes
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