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JobNimbus Feedback

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111 results found

  1. Custom field pulls from estimate totals

    Can there be a custom contact field that pulls from estimate and invoice totals (subtotal, section total, etc.)?

    4 votes

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  2. Add document or photo attachment to Estimate

    We haven't been using estimates via JN because we often attach product photo or layout documents on our proposals/estimates and I can't seem to find a way to do that via JobNimbus. We would really love to start utilizing digital signatures however. Can you add the ability to upload a file or image that gets sent over as an additional page to the estimate? We can send the other info separately in an email but then they really aren't signing the full scope of work. Only what can be sent through JobNimbus.

    16 votes

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  3. Temporary Products

    The ability to add products in estimates/invoices without saving the products permanently.

    4 votes

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  4. Remove Subtotal and Total from Estimates

    It would be great if estimate templates were more customizable so that we can remove total/subtotal from estimates when necessary.

    4 votes

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  5. Customize Payment Terms

    Payment Terms should pull from the main customer account in QBO and / or be customizable in JN. Should be able to set customer payment terms, tax rates, discount terms at the customer level and have it pull into the job account instead of having to set it on each invoice. Estimates should have a place for payment terms.

    3 votes

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  6. The ability to move an estimate from a customer to another job; ie: change the customer on the estimateThe ability to duplicate an estimate,

    I would like the ability to update a customer on an estimate or invoice
    related, also: The ability to duplicate an estimate, and then edit the job/ customer

    22 votes

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  7. Manually Set Profit or Margin

    Have the ability to manually add a profit number as well as the existing profit slider. Often we know we have a minimum profit amount needed.

    6 votes

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  8. estimate templates

    We need to be able to create estimate templates in SETTINGS and not at the job level. I just spent hours creating an estimate template and mistakenly clicked out of it before saving it as a template and now I have to redo the entire **** thing. So frustrating. Why is this at the job level and not the global level? Why can't we turn an estimate into a template? This seems like such a simple thing.

    14 votes

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  9. Progress invoicing

    We often bill jobs based on a percent of work completed OR based on certain items being completed. If we have a $12,000 job, we will bill a $4k deposit, a 4k progress invoice and $4k on final. Alternatively, we might have 20,000 Sq. Ft. of work to do but it's being completed in phases. So we might bill out 60% of the work as a progress invoice and bill the remaining work upon completion.

    It would also be extremely beneficial to allow change orders to be added as a new "section" on the estimate and allow this to flow…

    7 votes

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  10. Add digits after decimal on price.

    Needs the digits on pricing to be more than just the two digits after the decimal point for insurance purposes.

    4 votes

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  11. Autosave Estimates

    There should be an autosave option while creating the estimates. I'm not sure how this isn't a thing already, but think it would be very beneficial to the sales reps. We have had times they were working on an estimate, we lose internet or job nimbus goes down and it completely wipes the entire estimate they were doing and they have to start over again. Just something to take into consideration, more comforting and less time consuming. I believe an autosave just like Microsoft Word/Excel etc. have every 10 minutes is a great addition to job nimbus and should be…

    7 votes

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  12. Adding an an additional template box to an estimate or document

    customer note section to be larger or add another template box to include contract veribage directly on an estimate or document or
    Adding another template note box to include contract verbiage on a document or estimate

    4 votes

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  13. Grouped line items in sections (for totals) and ability to duplicate/delete sections

    Ability for line items to be grouped by sections, those sections have cost totals per section (have option to display section totals or line totals on templates), and the ability to have those sections duplicated/deleted for more efficient estimate/invoice building.

    8 votes

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  14. When an estimate is sent, why doesn't the status automatically update to sent?

    When I send an email and attach the estimate, the system should recognize that it was sent. Perhaps by a "viewed" trigger, since the system is capable of displaying read receipts.

    8 votes

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  15. Bulk Edit on estimates, invoices, and work orders.

    I would like to have the ability to click on multiple line items in an estimate, invoice, or work orders and delete them all at once. Right now we have to manually click on the X to the left of every item. This would save lots of time

    9 votes

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  16. Single grouped price in estimates

    What I need is for it to show individual quantity for each item but not price just a total group price. I don’t want to show what each item cost, just how many the estimates includes but I do what to show the Toal for that group.

    3 votes

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  17. Manually able to enter Invoice Number or Job number on Estimates/invoices

    I would like to be able to manually enter job numbers on invoices and estimates approved. We give numbers for multiple locations so this causes and issue. It's creating an invoice number that isnt' "real" so our customers are confused.

    5 votes

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  18. Save Feature

    I'd like to have the option to SAVE my documents/ estimates/ invoices while I'm working on them (without it closing on me); Sometimes they are quite long and I've accidentally closed the screen after spending a long time on entering information. The only option is to save and close now

    4 votes

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  19. Overdue Invoices

    It would be helpful if instead of days in status, once a due date passes it tells you how many days overdue the invoice is.

    8 votes

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  20. Add Past Due on Invoice Terms

    It would be beneficial to add a Past Due option on the terms drop-down for invoices so that we can specify to customers when their payments are overdue.

    9 votes

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