JobNimbus Feedback

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Financials

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  1. Budget automation

    Can the budget section be automated. Where it takes the totals of the estimate/invoice, commissions, work orders and material orders automatically. SO when ever you add a new work order or material order it updates the budget totals.....?

    9 votes

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  2. Have Totals for Multiple Budgets

    I have multiple budgets for some jobs and want to be able to see the total at the bottom when viewing the list of budgets on the Financials tab

    3 votes

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  3. Projected budget vs Actual budget

    It would be great to have an option for to do a projected budget vs an actual budget. This would allow you to create a projected budget with numbers you think you would need for a job. This way I don't have to make sure to go back in and change the numbers once job is being finalized. It can be confusing, if we're putting projected cost vs actual costs.

    4 votes

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    1 comment  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →

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  4. Status option for budgets

    To have a status option for budgets, like you do for an estimate/invoice. This way I can accurately determine what gross and net margins are, if there are jobs in the budget where costs have not been entered yet, because projects are not completed. The only way I can accurately get my margins correct is for me to filter by a completed job.

    3 votes

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  5. Material Tax on Budgets

    Would like to include material tax on budgets

    2 votes

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  6. More customizable, efficient, more friendly user budget feature,

    Would like a more customizable, efficient, more friendly user budget feature.
    Specifically would like the ability to add subtotal of all expenses for that job.

    3 votes

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  7. Ability to base budgets off invoices

    Right now we have to create an estimate, convert it to an invoice, then change the status of the invoice to open. Lots of steps that could be reduced by having the budget run off of the invoices.

    1 vote

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  8. Apply credit to budgets

    Would like to be able to apply negative dollar amounts to budgets to reflect credits (ie material credits)

    2 votes

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  9. Use a negative number in budgets

    It would be helpful if we could add negative numbers to a budget for something like a material return.

    7 votes

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  10. Change Date of Commissions Marked Paid

    I need to be able to change the date of a commission marked paid. If one is missed, then marked paid when it is found, it messes up the financials of that month/quarter, etc. There should be a dated to choose of marking paid.

    7 votes

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  11. Percentage Rate Viewing Budgets

    It would be incredibly beneficial to be able to have the percentage rates visible on my budgets outside of the editing view. It makes it difficult to have to select edit any time we want to know what the specific percentage rate is on a line item.

    3 votes

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  12. Print or Export Budgets

    I think this may be my third time posting about this. I'm just confused as to why this doesn't exist when the feature is already present in Job Nimbus.

    Budgets, currently as they stand, have no ability to be Printed or to be exported as a CSV (The Budget Report that would only show you the Totals and Profit of each budget is not an answer to this.)

    Every other Financial Document (Invoice, Credit Memo, Material Order, Estimate) can all be printed out in PDF format, but Budgets do not have this feature. But personally I would prefer it if…

    15 votes

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  13. Multiple Budget Templates

    Would like to have multiple budget templates available. This should be an easy thing to code and will allow us to have different people on different compensation models.

    9 votes

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  14. A commission sheet that i can print off for salesman

    I really wish there was a section where I could print off a commission sheet for salesman. Right now I am building one in the budget form for them and then printing it. There is not a print button in this section and it makes it very difficult. We would also like the option of net profit.

    57 votes

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    7 comments  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →

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  15. include material order total as a line on the budget

    have a click box next to the total amount in the material order to set it as a line item in the budget.

    3 votes

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  16. budget price automated from invoice total

    have a click box next to the total amount in the invoice to set it as the budget price.

    3 votes

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  17. Job Profit Calculation (Job Costing) - Estimate vs. Actual

    Once all said and done, It would be nice to get a profit calculated for the Job. The 'Budget" has some nice features that could accomplish some of these things but would need to expanded. Some of the things to include
    1) Material cost
    2) Labor Cost (per employee) Cost vary
    3) a)Original price Line for projject
    b) Added/Subtracted Change orders as line items
    c) Total Job Price
    4) More choices, teirs to calculate the commission
    5) Able to print out as well as save per job

    47 votes

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  18. Sync Budgets/Job Costs With Quickbook

    So all appropriate parties could see actual current expenses to compare to their job budgets.

    45 votes

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  19. Change Orders

    If Change Orders were available (especially if they automatically updated the budget) that would be awesome! Also, if an option for attachments allowed "folders" of some sort, that would be helpful. We use attachments a lot and it gets messy with prints, photos, docs, etc all being in one place.

    26 votes

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    3 comments  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →

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    We want to officially support Change Orders soon, but in the meantime most JobNimbus customers are using Work Orders to manage this work.

    As for folders, you can vote for that specific feature here: http://jobnimbus.uservoice.com/forums/136212-general/suggestions/6066331-folders-for-attachments

    Alternatively, you can use File Types to act as “folders” for your attachments. You can manage your file types by going to Settings > File Types and setting different ones, essentially what would be “Folders”, and then you can use those “folder” names (or file types) to filter your Attachments list based on those “folders”. It actually works pretty well if you have it set up right.

  20. Ability to Track/Calculate a Draw Against Commissions

    Many company's offer the sales person a draw against commission when the ACV check is collected. Job nimbus currently does not allow the calculation to record or recover that draw when the final commission is paid.

    42 votes

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