JobNimbus Feedback

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Financials

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  1. Ability to change UoM on estimates when using a saved estimate template

    I would like to have the ability to change the UoM on line items within a saved estimate template when creating a new estimate. It currently only shows the UoM that was saved with the template and not all of the options available. We have to delete the line item and add it back to get the UoM options.

    4 votes
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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  2. Revised Quotes

    It would be great if we had an option to create a revised quote from an existing quote. Numbered like this original # 1000 revised # 1000-2. That way we could keep the original. I've had to revise quotes a number of times and a couple of times I had to revert back to original.

    9 votes
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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  3. OVERALL MARK UP

    Ability to see total cost and mark up total cost to desired profit margin with in the estimate totals.

    2 votes
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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  4. Ability to have the same UOM when creating variations of an estimate Line item

    For some reason I am not allowed to have the same UOM on the variations section of a line item. This would be useful for my roofing bids to easily adjust price for pitch. I am unable to use "Sq" for all the UOM, which I would Like to do.

    2 votes
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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  5. Add Finance percentage fee for Financing option that is NOT a line item

    We want to add a percentage to all jobs to cover dealer cost of finance options, and a cash discount percentage for ones who opt out of financing.

    1 vote
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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  6. Saving as templates

    It would be helpful if I could pull up a saved estimate and use it as a template for future estimates. I can't figure out how to do this after saving and sending as an email.

    1 vote
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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  7. adding claim number to an invoice

    I would like to see an option that I could add the claim number that's entered for a job on an invoice.

    1 vote
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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  8. Estimate Markup Feature, Discount Feature, Hide Subtotal

    Adding an overall markup feature to estimates, If this were added as a percentage based option before subtotal it could be accompanied by a discount feature as well

    The ability to hide or show pricing lines should also let me hide the subtotal feature and offer one final price

    2 votes
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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  9. Ability to add signature line to estimate template (with page breaks!)

    We send out a LOT of estimates every year, so it would be extremely cumbersome to generate a new document each time someone approves an estimate in order to create a contract. Instead, we add our contract language to every proposal and have signature lines at the bottom. In most cases, this runs onto two or more pages so we include the estimate number for easy reference below the signature.

    That said, we need the customers to be able to esign!! Can we please add this functionality to estimates? It would be extremely helpful to also add pagebreaks to help…

    20 votes
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    5 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  10. Ability to choose the sales rep on estimates

    Option to change the sales rep on estimates rather than it automatically auto-populating.

    1 vote
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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  11. Ability to separate estimates into sections

    Option to be able to separate estimates based on type. For instance, for some customers, we do multiple jobs at one time for them and it would be nice to be able to put it all on one estimate for the customer but have it sectioned off for each separate category of the job, instead of having to make multiple invoices. Or it would be helpful to be able to separate specific items from the estimate to convert to a work order.

    1 vote
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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  12. 1 vote
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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  13. 1 vote
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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  14. More products shown as a default when entering line item names on Estimates, Invoices, etc.

    I would like to see more than only 5 options when I start to enter something in the line item field of estimates/invoices. I have to keep clicking Show More to see all of them but if it would default to showing more or have a setting to control preferences for this that would be great.

    1 vote
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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  15. Ability to send statements

    Someone posted this idea in September of 2013 and I still do not see there being this function. It would be more than beneficial for many users to have this function added.

    1 vote
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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  16. The ability to manipulate the final price.

    Since we're synced with Quickbooks the only way JobNimbus takes inventory out of Quickbooks is going through an Invoice. With the prices we have per line item not really adding up to be the final cost for the customer. I wish we could manipulate the Total cost by hand. Just being able to add in our markups, labor and material cost without having to create a line item since its always different.

    1 vote
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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  17. amounts due as a dollar amount $ instead of a percentage%

    When entering an invoice and there is the split option on top, it allows only for percentages to be collected, not dollar amounts. Sometimes we collect the deductible up front which is a dollar amount. Or, we will collect an amount upon delivery of materials, but I have to calculate what that percentage is because we cannot put in a dollar amount

    2 votes
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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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.

    14 votes
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    Viewed  ·  0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  19. Custom Estimate/Invoice Statuses

    I would like to create my own Estimate and Invoice statuses. As of now, for estimates, I can only choose from (Draft, Sent, Denied, Approved, Invoiced).

    2 votes
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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  20. Option to add Upgrades

    Allow the option to add line items that are upgrades above the subtotal. I want customers to see the cost, but not have it impact the total. If a customer decides for the upgrades then they could be added to a revised quote to update the total.

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