JobNimbus Feedback

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Financials

How can we improve the financials?

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  1. Ability to price estimates with a blanket profit margin

    example cost of 1 square of roofing installed is $177 the the profit margin is 49.5% = sales price calculated at $350 a square

    7 votes
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    Viewed  ·  1 comment  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  2. Page Breaks for template

    The ability to insert a page break into a template. We have several templates that require a break. My boss is extremely frustrated.

    7 votes
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    4 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →

    Which templates are you wanting to add a page break to?

    On certain forms, like an estimate, it seems like the page breaks would need to be conditional based on the number of line items, which would be quite tricky.

    Thanks,
    Aaron

  3. Auto Save Financials

    auto save work. I spent over 2 hours working on an estimate, something happened and screen went back to main contact screen, all information entered was lost

    4 votes
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    Viewed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. The ability to issue change orders.

    It has Credit Memo's, a Change Order would be just the opposite to add material to an existing order.

    4 votes
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    Viewed  ·  0 comments  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  5. Printer Friendly Pages

    the digital world is great ans all but some things still need a paper being sent every now and then, however most pages within the application cannot be printed (you can but they are not acceptable) please fix

    2 votes
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    Viewed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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.

    11 votes
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    Viewed  ·  0 comments  ·  Work Orders  ·  Flag idea as inappropriate…  ·  Admin →
  7. Job Costing between QBO & JN.

    Job Costing between QBO & JN.

    1 vote
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    Viewed  ·  0 comments  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →
  8. better management of work order templates

    It would be better to create and store work order templates that contain typically used list of parts in the Templates window. Currently you can make work order format templates, but you have to create a dummy contact and store work orders that are to be used to populate a new work order.
    Doing this in the Templates window makes it consistent with all other templates. I'd like to see something like "Work Order Content Templates" where you would create and edit them as needed.

    1 vote
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    Viewed  ·  0 comments  ·  Work Orders  ·  Flag idea as inappropriate…  ·  Admin →
  9. More Comprehensive Estimates

    Currently Using SumoQuote and the customer feedback is amazing. Please have the ability to combine all documents to show true value to customer. I have attached a simple example. I would be willing to pay an addtional total of $50/month for this feature. I already pay over $100/month with SumoQuote

    1 vote
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    Viewed  ·  0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  10. Ability to combine several templates on to one estimate.

    Ability to combine several templates on to one estimate.

    1 vote
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    Viewed  ·  0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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.

    47 votes
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    7 comments  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →
  12. Video upload to explain work orders to subs

    Allow us to save videos. this will help when creating a WO we can show our subs exactly what we want.

    1 vote
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    Viewed  ·  0 comments  ·  Work Orders  ·  Flag idea as inappropriate…  ·  Admin →
  13. Ability to translate items into other languages

    For example, the ability to convert work orders from English to another language so the instructions are easier to understand from a non-English speaking worker.

    6 votes
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    Viewed  ·  2 comments  ·  Work Orders  ·  Flag idea as inappropriate…  ·  Admin →
  14. Limit Payment methods per invoice

    The current all or nothing option for turning on/off the payment button on the invoices could be tweaked to really make the function useful. I have some clients that I want to offer the payment option on the invoice for ACH/credit but I definitely have others I do not want to offer that option to. For example when I was using Zoho, they had a simple check box on the contacts profile to enable the "green payment" button. Id really like to see this implemented. Thanks.

    Also, some job types (e.g. insurance) should only be offered ACH as a payment…

    7 votes
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    2 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  15. Totals for Labor & Material Cost shown when editing

    The new labor and material split integration is great. However, not showing the total labor and total material at the bottom of the estimate (for us, not the customer) makes it very difficult to find what the totals are. We would have to add up each line item (sometimes 40 line items) to find the total labor cost and total material cost for each estimate. This makes tracking efficiency of estimates very hard when comparing estimate to actual.

    4 votes
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    Viewed  ·  1 comment  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  16. 'Paid' Stamp on Paid Invoices

    Paid stamp on paid in full invoices. This is not on the newer template, just the older one.

    32 votes
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    Viewed  ·  0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  17. Easier way to add line items between other line items

    Have you tried dragging and dropping a new item near the top of the page on a large 30 line or more estimate? It's tedious, and amazingly time consuming, especially since the browser doesn't auto scroll up and follow the dragged item with the cursor. When moving an item above the fold you have to drag it, then drop it, then scroll up, then drag it then drop it, then scroll up. It's like carrying a 100 lb gorilla that is too heavy to carry. So you have to keep setting him down take a breather then carry him again…

    3 votes
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    1 comment  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →

    Sorry you’ve had difficulties with this! We already have ideas formulating for improving this experience. We’ll do what we can to release those ideas when they’re ready!

  18. Deposit Required Line for Estimates

    Is there a way to add a Deposit Value on quotes.

    So the sums total would look like this.

    Quote Price $10,000.00
    TAX $500.00
    Sub Total $10,500.00
    Deposit Required $5,000.00
    Balance Due on Completion $5,500.00

    6 votes
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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →

    There isn’t a way to require a deposit at this time on the estimate, but you can add it as a line item and that will help in the meantime until we have more native support of this feature.

    We’ll keep you posted!

  19. 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 →
  20. Collapse/Hide line items with zero quantity when saving, expand when editing

    I attached screen shot. I created this material order template for internal use only. We don't/won't be using the JN material order to place orders with vendors. But we need a way for our Reps to input data for how many of certain items need to be ordered. These are mostly accessories and don't need any math conversion to determine the quantities. I created a super set template of the items the Reps have to fill quantities in when needed. All items are never needed. Be much nicer if the JN tool would automatically collapse items with zero quantity listed…

    3 votes
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    0 comments  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
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