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JobNimbus Feedback

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Financials

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112 results found

  1. 💡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.

    💠…

    8 votes

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  2. Update Estimate (NSE) Cover Page

    Add ability to update company info in the New Sales Experience. Changes to company phone number and email addresses do not sync to NSE.

    6 votes

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  3. Manual Financing option shown on signed estimates

    Show which financed price is selected by the homeowner on the signed estimate PDF and as a status on the financials page under estimates "Fully signed - with financing"

    2 votes

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  4. When creating an estimate being able to send an email with the estimate without needing a signature and auto populate to documents tab

    Two Ideas for Estimates
    1. Being able to send an estimate via email without needing a signature and just the viewing pleasure
    2. Having the estimates auto populate into the "Documents" tab of a customer when finished filling out

    2 votes

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  5. Formatting Options in New Sales Experience

    Add ability to format phone numbers and email addresses in the new sales experience. Right now, the email address cannot be capitalized and the phone number does not include any dashes, which is hard to read.

    3 votes

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  6. 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

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  7. Build Estimates

    Need another column that will add in type that will indicate what quantity or type such as:
    SQ, BDL, BOX, ITEM, ... we expect many items to choose from within the template

    1 vote

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  8. different measurements per job

    I would like to be able to put different measurements for different material types on 1 estimate. I have several jobs that have several scopes of work just on the roof. For example, I have a job that has shingles, standing seam, and TPO on the same house. The problem is, they are different sizes, so I have to manually input my material and labor cost quantities at the moment. Would like to be able to separate the measurements by the type of product being used if at all possible.

    1 vote

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  9. Show Full Estimate on Proposal

    When we upload an estimate into Job Nimbus under proposal, it say "show more" and minimizes the estimate. We would like it to always show all of the estimate under proposals.

    1 vote

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  10. NSE insert token field options

    NSE insert token field have the option to add customer email and customer phone number

    1 vote

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  11. NSE - Estimate details page include logo

    The estimate details page to include the company logo on the page.

    1 vote

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  12. Be able to set specific time periods for when the proposal link expires

    It would be nice to be able to set a time frame for when the proposal link expires.

    3 votes

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  13. Separating material, labor and markup costs and prices per section option.

    We typically send pricing for multiple scopes of work and when a job is completed and we're getting ready to pay our subcontractors we like to reference the initial estimate to see what we priced for true labor cost and we need to see it per section but right now the labor and material costs are for the entire estimate. An option to see the costs broken out per sections would be helpful.

    3 votes

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  14. Optional sections

    The software we're transitioning from is a lot more basic than JobNimbus, but it already has this so it's disappointing that JobNimbus doesn't. Basically, have the customer be able to select what sections of the estimate they would like and this would determine their total estimate price (for good better best estimates for example or multi-trade estimates). Just have a checkbox for them to select by each section. This could easily allow upselling and cross selling without making the estimate a mess that then later has to be commented on by the customer, edited, and resent.

    24 votes

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  15. 9 votes

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  16. Duplicate an Estimate

    There is a duplicate feature, but it cannot be used to duplicate an estimate. It would be a lot easier to duplicate an estimate in case we need to move an estimate to another contact, a related contact, or second job under the same contact, etc.

    4 votes

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  17. Clean up estimate section titles & description layout

    Please see the attached screenshots. Can the estimate section titles & description layout be cleaned up a bit?

    Ideally one would be able to just enter a long title and NOT have the text wrap down to multiple lines due to the container restrictions. If that is not possible, then can the container alignments of the section descriptions and line item descriptions at least be aligned?!

    The current alignments shown below are very sloppy. Thank you!

    6 votes

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  18. Cost and Markup - Hide as a function of Access Roles

    We're currently in the setup phase. Our executive level team loves the idea of being able to use the Slider feature to negotiate estimates. However, we would like to be able to do so WHILE hiding the product cost and initial markup on the internal side of the estimate, so that lower level employees do not have to see this information in order to be able to use the Slider while creating an estimate.

    Right now, if I disable mark-up tracking or if I remove cost from the internal estimate view - the Slider disappears and so do margin estimates.…

    9 votes

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  19. Printable signature lines for estimates or contracts

    It would be great if the signature template field added a signature line to the estimate or document like a contract, that way the document could be printed and signed in person.

    5 votes

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  20. Send email with multiple attachments that can be signed

    Create email using a template then add an estimate and other documents that need to be signed. Currently 3 separate processes. Send an email, send an estimate with out the verbiage you need in body of email. The crest document and send that to be signed

    4 votes

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