Financials
413 results found
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Get Payment Link Button
Right now you can only generate this link to JobNimbus Payments if you have Job Nimbus Engage on the Invoice Window. Add a button to simply copy the payment link you are already generating in the Payment Request Template.
This will enable anyone in collections departments to be able to:
-Paste the link anywhere, including their own text message channels
-Send the link outside of Job Nimbus Engage
-Not force us to use this weird work around to extract us
-Not force us to buy into Job Nimbus Engage to even be able to use the work around9 votes -
💡Boards Feedback/Ideas💡
Please upvote if you agree!
💠 Allow for customization of what is displayed on the body of cards based on the List that it's currently under (today all cards on a Board have the same displayed information across entire Board).
💠 Re-size the board display on web so there isn't two vertical scroll bars. Difficult to scroll left and right due to not being able to see horizontal scroll bar without scrolling page vertical bar.
💠 Enable cards to be right-clicked and opened in a new tab, so users can quickly interact with a job/contact without leaving the Board.
💠…
5 votes -
💡Display Engage Texts in the Contact/Job Activity Feed💡
It would be awesome if you could quickly see the text conversation natively in the Contact or Job (both preferably) without leaving the Job. Sending messages is still fine going to Engage but for our users that are not "Assigned" the conversation, it's very difficult to navigate to the Engage thread. Even just adding Search for Job Name or Customer Name would help.
You can currently view outgoing Automated Texts in the Activity Feed using the Activity Drop Down menu to "Text Messages" but that does not include any manual sent/received texts.
Potential solution? Duplicate the incoming/outgoing texts into the…
4 votes -
🪲Bug/Issue with Markup calculation in Reports🪲
I've stumbled across a bug where the markup calculation isn't able to generate because "Cost" and "Total/Revenue" are equal, despite cost being different in the estimate. After some research, the common denominator appears to be single line estimates where the Product has a UOM of "Item"
4 votes -
Warning Messages
Is there a way to initiate a prompt response on some of the New Sales Experience issues we are having with us. I’ve sent at least 33 emails on this issue and have yet to hear back from anyone. I do understand it. This is it that is in in other stages so there will be complications and stuff like that but an update as far as like what to expect and potentially warning messages templates made disappear or these features made get locked up for certain appear time would be beneficial and help us better plan around how to…
2 votes -
Auomatically Include Work Oders, Material Orders, Paymets in Budgets
I would like to be able to automatically push work orders, material orders, payments, etc into the budgets so it's not being input twice.
3 votes -
Batch ALL FEES associated with JN Payments ONCE per month!
PLEASE process Credit Card and Check Payments exactly as they are requested/offered. THEN at the end of the month/or beginning of the following - deduct a ONE TIME PAYMENT of all fees batched together for the entire month. This will GREATLY simplify users accounting issues and stop each payment from having TWO line item payments associated with one invoice. It will remove the issues suffered due to additional fees. I truly believe you will get more buy-in on the JN payments option if you streamline and simplify the fees into ONE LUMP Payment. Vote Everyone! This will take away a…
2 votes -
Require Adding Photos on Estimates
On estimates i would like to add a requirement to add photo of work site on the line item and not allow it to be saved until they do.
2 votes -
I would like the option to name budgets
We use JN for PreCaps as well as the final cap out of a job. Our sales reps have access to this and it keeps them familiar as the job is flowing through production. Also for retail or commercial we would like to use this for a PreCap on our good, better, and best options
2 votes -
Add Columns to Financials
I would like to be able to add columns to the different records under the financials tab. For instance, it would be great if I could add a price column to the material orders section. I know I can do this sort of thing in the reports, but it would be nice to have them show up under the Job records so it was all at a glance.
3 votes -
Make Crew Pay and Job Costing Easier?
Almost all of the financial features (invoice, credit memos, etc.) have ability to save templates with pricing. However, work orders do not include a price component. We want to be able to save a template for each of crews at their different rates. This would allow us to create a work order, load a template for that specific crew at their specific rates when we send the work order. This would cut down on confusion over crew pay and would result in faster crew pay.
Example: Go to "Work Orders" > fill in all the normal labor lines for a…
6 votes -
Separate Line Items on Estimate in Proposal
When adding an estimate to a Proposal, the estimate line items are not separated by lines or bullet points on the Proposal. I would like to have it reflect within the Proposal the same way that it does on the estimate itself, with the lines between each item.
3 votes -
Calendar is broken
Can’t even find the right category to post my idea! :-)
I would like a calendar with the option to hit enroute and then it would show on the calendar on my side in the office. They could also hit arrived and departed with other options also. And the calendar should go horizontally instead of vertical.
I have not seen a better calendar than Successware, 21 provides. They are the best.
I love the Job Nimbus project management portion Best of all for Job Nimbus.👍1 vote -
Price book
I would like Job Nimbus to be the top of the line for the sales people to create an estimate that would show the option of financing included, showing payment option versus cash option.
Also
Why isn’t there an option to put in a third-party financing link to make it so much easier.? We go to an outside source anyway it would be nice if that option was also available inside JobNimbus1 vote -
Catagorize departments in products
I need my different categories, to be departmentalized, my repairs and Replacements should be in a separate department as well as siding so I can have a quick financial snapshot on which department is doing the best. We can departmentalize QuickBooks, but it does not work to departmentalize in JobNimbus that would make it so much easier and then push it to QuickBooks.
1 vote -
Restrict Which Team Members can Place Orders
We have the Beacon and SRS integration, but we have no control over who can place orders. We would like to be able to control who can place orders, or maybe even have a material order require approval from a manager or admin before it can be sent to our supplier.
3 votes -
Customizable Field on Title Page of New Sales Experience
I want to be able to add my license number to the title page of the New Sales Experience Estimates
1 vote -
Bulk / Batch Edit Products & Services
It would be helpful to be able to bulk/batch edit Products & Services, as well as the ability to download a CSV to edit and reimport.
184 votes -
Change Alignment of Estimate Titles
In the New Sales Experience, I would like to be able to edit the alignment of the page titles. For instance, Introduction, Inspection, etc. Currently they all have a left margin and I want to center them or move them right.
1 vote -
Store Credit Card Information
The ability to store credit card information
4 votes
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