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JobNimbus Feedback

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Financials

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13 results found

  1. 💡Display Engage Texts in the Contact/Job Activity Feed💡

    It would be awesome if you could quickly see the text conversation natively in the Contact or Job (both preferably) without leaving the Job. Sending messages is still fine going to Engage but for our users that are not "Assigned" the conversation, it's very difficult to navigate to the Engage thread. Even just adding Search for Job Name or Customer Name would help.

    You can currently view outgoing Automated Texts in the Activity Feed using the Activity Drop Down menu to "Text Messages" but that does not include any manual sent/received texts.

    Potential solution? Duplicate the incoming/outgoing texts into the…

    3 votes

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  2. 🪲Bug/Issue with Markup calculation in Reports🪲

    I've stumbled across a bug where the markup calculation isn't able to generate because "Cost" and "Total/Revenue" are equal, despite cost being different in the estimate. After some research, the common denominator appears to be single line estimates where the Product has a UOM of "Item"

    3 votes

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  3. Bulk / Batch Edit Products & Services

    It would be helpful to be able to bulk/batch edit Products & Services, as well as the ability to download a CSV to edit and reimport.

    183 votes

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  4. Be able to change variations in a template.

    When using a template, I want to be able to select a variation, rather than having to reselect the item/product/service.

    1 vote

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  5. Organized Products & Services List when adding items to Financials

    Products & Services dropdown list when adding items to financials should be alphabetical, or at least organized in the same way every time.

    3 votes

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  6. 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.

    5 votes

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  7. Products & Service supplier details

    For the materials, it would be awesome to have all the details about the products, including the ability to add photos to the product itself (not just the estimate, so it can be reused);

    Adding vendor contact/ order info, including hyperlinks to their websites so ordering materials is much faster with a few clicks.

    Adding internal notes for anything else, like last updated pricing, Part Numbers or things you just don't want the client to see.

    2 votes

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  8. Gating on which Products and Services go to QuickBooks

    All Products and services in JobNimbus sync into QuickBooks. Many of these are used only for Material Orders which do not sync to QuickBooks therefore they are not needed or used in QuickBooks. Users should be able to select which products do or do not need to go to QuickBooks.

    5 votes

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  9. Separate Products from Service, add variations with same unit of measure

    Be able to separate products from services to be able to select services from products. Also, have the ability to create a variation under existing product to specify different measurements for the same unit of measure. We have posts that are different lengths in feet.

    6 votes

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  10. Retail Pricing changes after I save it

    I change my retail price, save it, then when I go to edit the estimate the pricing is changed.

    2 votes

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  11. Populate products in estimate creation by frequency used instead of date product was added.

    Populate products in estimate creation by frequency used instead of date product was added.

    1 vote

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  12. Internal Notes for Product Items

    Is there a way to make internal notes in the products and services cost catalog? I like to use it as a reference of when pricing was updated, part numbers on items quoted, and so on.

    5 votes

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  13. Master Markup function to adjust pricing for all items at once.

    Today if we want to adjust our Profit Margin we have to click into every single item and adjust thousands of Markup percentages. It would be great to be able to adjust the entire catalog uniformly with one master entry.

    14 votes

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