JobNimbus Feedback

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Financials

How can we improve the financials?

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  1. The ability to issue change orders.

    It has Credit Memo's, a Change Order would be just the opposite to add material to an existing order.

    4 votes
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    Viewed  ·  0 comments  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  2. Eagleview and Xactimate

    The integration is great to have the report come in but converting eagle view data into a work order and or material order by creating a table from eagleview in order to create a generic order for material and labor would allow the flexibility for ordering. This would be a better strategy for Job Nimbus instead of focusing on supplier specific integrations which could later used once the order is created. Currently we are translating from document to data to document. This would the same issue with bringing in xactimate as a document vs data

    2 votes
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    0 comments  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  3. 1 vote
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    0 comments  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  4. 1 vote
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    0 comments  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  5. The capability to create a material order based on the unit of measure of materials we build into jobs

    We are a painting company that quotes our jobs by square and linear footage. It would be wonderful if we could automate the process of our material order forms, even if it was a general automation that would save so much time.

    Example:

    A customer wants a standard 20x20 room painted, walls only. We know based on the square footage we will need to purchase 2 gallons of paint. JobNimbus should be able to allow us to set material item conditions based on the products/services unit of measure!

    2 votes
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    0 comments  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  6. More responsive, mobile-friendly financials (Estimates, WOs, MOs, etc)

    Fields are currently too small and quantity and pricing cannot be clearly seen at all times.

    6 votes
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    Gathering Feedback  ·  0 comments  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  7. Collapse/Hide line items with zero quantity when saving, expand when editing

    I attached screen shot. I created this material order template for internal use only. We don't/won't be using the JN material order to place orders with vendors. But we need a way for our Reps to input data for how many of certain items need to be ordered. These are mostly accessories and don't need any math conversion to determine the quantities. I created a super set template of the items the Reps have to fill quantities in when needed. All items are never needed. Be much nicer if the JN tool would automatically collapse items with zero quantity listed…

    3 votes
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    0 comments  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  8. Add Supplier Information / Material Order Fields to Material Orders

    Unable to add custom fields or which supplier I am using to the Material Order

    10 votes
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    1 comment  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →

    Thanks for the suggestion!

    In the meantime, you should be able to create custom Contact fields (or Job fields if you have Jobs enabled) for “Supplier” and other fields you want to appear on the Material Order and then have them inserted into the Material Order templates upon creation.

  9. Price List Integration with Major Supply Companies for Material Orders

    Having to manually input products and current prices in a market with constant changing prices is cumbersome and time consuming for creating estimates and material orders. When looking for CRM solutions for our company, one of the feature benefits other competitive CRM providers offered was supplier pricelist integration (i.e. ABC Supply Co., WestEnd, etc.). This would lift a huge burden of having to continually cross reference correct current pricing.

    11 votes
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    Viewed  ·  1 comment  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  10. Adding receipts of purchases made for jobs

    There should be a way to add receipts of purchases made for jobs without having to input all the lie item descriptions. Or is this already set up?

    2 votes
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    0 comments  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  11. Custom Statuses for Material Orders

    The status of a Material Order automatically shows as "Draft" upon entry without an option to change it to "Open" like I can when I enter an invoice in JobNimbus Invoices. It would be nice to have a feature to change the status manually to "Open" and etc. like seen on JobNimbus Invoice so we can track the progress of the order better and quickly see the status.

    3 votes
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    Viewed  ·  1 comment  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  12. An option for the supplier/subcontractor address on material orders and work orders

    An option for the supplier/subcontractor address on material orders and work orders.

    5 votes
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    Viewed  ·  0 comments  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  13. A check list for material orders

    It would be nice to be able to send a checklist of the materials to acquire for a job to a employee so they can go to a supplier and pick up the items needed and not miss anything. To be able to have a supplier field, SKU #, and possible an image and/or supplier url link to that product.

    5 votes
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    1 comment  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
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