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JobNimbus Feedback

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Financials

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111 results found

  1. Entered 0 for unit of measure on smart estimate and it added 1 unit to the estimate

    Entered 0 for unit of measure on smart estimate and it still added the line item to the estimate

    6 votes

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  2. View multiple invoices for Jobs on one statement

    Ability to view multiple invoices as one statement

    3 votes

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  3. Don't automatically round line items

    Line items are automatically rounded up to the nearest cent. Add ability to disable that for things line insurance claims where they have to match exactly.

    5 votes

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  4. Hold Smart Invoices

    When creating a smart estimate template, it takes a lot of time. It also may take a lot of people to collaborate. I would like to save an unfinished smart estimate template. At this time I can only save it if everything has been filled out. If I run out of time, or need to take care of something that suddenly comes up, I will lose all of my effort.
    I suggest adding a "Save and Finish Later" button to the template so that all my work is not lost if I do not have the time to finish everything.

    4 votes

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  5. Smart Estimates Upgrade

    It would be so much quicker if each item had its own formula for calculating material. For that, a "measurements" tab would allow to enter all measurements for a job, then when creating an estimate, each item could be easily calculated using their own formulas and the measurements provided. The way it works right now is cumbersome, and it does not integrate with my saved estimate templates. When a similar material item has different coverage (one would cover 20' and the other would cover 33') I need to create a whole new smart estimate to account for that small change.

    3 votes

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  6. Allow photos to be integrated into estimates

    The ability to include uploaded photos into an estimate.

    11 votes

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  7. Edit Smart Estimate PDF layout

    Add ability to edit the layout for smart estimates once they are generated

    2 votes

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  8. Invoice DUE Date Added to Invoice Section of Financials Tab

    On the financials tab under invoices, it only shows the invoiced date, which is partially helpful. The biggest need is to see the DUE DATE right on that section. This is a HUUUUUUUUUUUUUUGE need!

    2 votes

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  9. CRITICAL NEED!! - ESTIMATE TEMPLATES DO NOT SYNC WITH PRODUCTS & SERVICES! ACCYLYNX DOES THIS! WHY CAN'T JOB NIMBUS?

    We are a 42 yr Roofing Company out of Portland, OR.
    We've used Acculynx for the last 9 years and are finally switching!
    I am currently integrating and setting up our business in Job Nimbus.

    Products & Services (Material & Labor Items):
    Love how I can sync a CSV file or Google Sheet to QBO, and again sync QBO to Job Nimbus to continuously populate new pricing. This is huge with how crazy our industry has felt the burden of constant price increases from our suppliers.
    My main roofing supplier sends me a material spreadsheet with 5k line items with…

    12 votes

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  10. back to financials page

    From an estimate or invoice I want to be able to go back to financials page instead of having to route back through the job or to the board.

    I want the same thing from the Work orders page.

    3 votes

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  11. Bold and Italicize Description

    Be able to Bold and Italicize certain words within the descriptions so that things are clearly visible and can make for easier communication and understanding of the descriptions.

    4 votes

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  12. Set expiration date for estimates

    We want to be able to set estimates to expire after a certain time frame.

    20 votes

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  13. Ability or button that would auto update product and services when pulled from saved estimates.

    Ability or button that would auto update product and services when pulled from saved estimates.

    2 votes

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  14. Searchable sections

    Make sections able to be searched for. This way you can have a bundle of line items under a section name that represent something, like changing a skylight for example that will have material and labor line items pop up under it, then be able to choose a quantity for the section and a markup per section (we have different margins for different trades). It feels like the smart estimates are trying to do this, but this would be a great supplement to that and make a large portion of the other features in JobNimbus a lot more helpful.

    2 votes

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  15. 5 votes

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  16. Turn two estimates into one invoice

    It would be great if we could turn two estimates into one invoice just like we can do in QuickBooks.

    6 votes

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  17. Custom Totals in estimates

    Currently entering in line items and prices it adds up a total on the lower right. At times, we may not want to add prices to line items and just input a custom grand total. It would be nice to not have to input prices in the line items, or sections totals, and just be able to type a grand total into the sub total and total at the bottom of the estimate.

    15 votes

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  18. Smart estimate adding text for contract

    Please add a way to add contract language/verbiage to the smart estimate

    5 votes

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  19. DESPERATELY NEEDED ADDITION TO THE PRODUCT CATALOG AND QUOTES FUNCTION

    Adding a section on each line item to add internal notes such as bulk cost breakdowns, part numbers, last time pricing was updated notes, etc. BuilderTrend has this functionality and it is so helpful in both the price catalog and when writing quotes.

    3 votes

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  20. Set new default Estimate Template when creating new estimate

    Reorder estimate design template options when creating new estimate

    2 votes

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