JobNimbus Feedback

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Financials

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  1. Ability to add signature line to estimate template (with page breaks!)

    We send out a LOT of estimates every year, so it would be extremely cumbersome to generate a new document each time someone approves an estimate in order to create a contract. Instead, we add our contract language to every proposal and have signature lines at the bottom. In most cases, this runs onto two or more pages so we include the estimate number for easy reference below the signature.

    That said, we need the customers to be able to esign!! Can we please add this functionality to estimates? It would be extremely helpful to also add pagebreaks to help…

    13 votes
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    4 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  2. Save an already created invoice/estimate/material order/work order as a template

    It would be nice to be able to save an already created invoice/estimate/material order/work order as a template. This would be helpful for a few different reasons.

    The most recent example is an estimate was created but wanted to save it as a template for future use.

    Another reason would be that maybe later down the road you realize you need to duplicate an estimate that was created in the past.

    2 votes
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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  3. Revised Quotes

    It would be great if we had an option to create a revised quote from an existing quote. Numbered like this original # 1000 revised # 1000-2. That way we could keep the original. I've had to revise quotes a number of times and a couple of times I had to revert back to original.

    2 votes
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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  4. Archive Past Invoices & Payments

    The payments and invoices sections under my customers are getting ridiculously lengthy. Can we get a way to archive ?

    2 votes
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    0 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
  5. Use multiple templates in one estimate

    We have very detailed and exhaustive estimate templates built that save us a lot of time creating our estimates. However, sometimes we want to create a separate section in the estimate for a different type of work, etc. It would be great if we could load another template in under that section heading, but as it is now, we just have to build it line by line from that point on.

    11 votes
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    Viewed  ·  0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  6. It would be really nice to have the option for pre and post budgets so we could use them as comparison but also the pre not count in reports

    It would be really nice to have the option for pre and post budgets so we could use them as comparison but also the pre not count in reports

    4 votes
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    Viewed  ·  0 comments  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →
  7. OFFER A SOLUTION BESIDES WEPAY - THEY HAVE NO PHONE NUMBER AND A C RATING!!!!

    https://www.cardpaymentoptions.com/credit-card-processors/wepay/

    Grade of C for WePay.

    They have no phone number. I am waiting on $2000 that they can't explain online and they don't have a support number to call. My customers don't know where there money is, and I don't either.

    That's a shady way to do business, and I expected better from JN.

    5 votes
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    Viewed  ·  2 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
  8. import/export products and services

    I would like the ability to export/import products and services directly from JobNimbus rather than using Quickbooks when we routinely update their catalog in JobNimbus

    5 votes
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    Viewed  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  9. Name your estimates manually rather that have a number assigned to them.

    It would be nice if we could name our estimates when we are saving them rather than just having an estimate number assigned to them. I'm a roofing estimator and may give numerous estimates for the same house to the same customer. So when I pull up my estimates I would like to see Joe Smith Tile Roof Estimate, Joe Smith Metal Roof Estimate, Joe Smith Shingle Roof Estimate rather that estimate #1102, estimate #1103 and estimate #1104. I like having the estimate numbers I would just like to name the estimates as well.

    1 vote
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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  10. Custom Estimate/Invoice Statuses

    I would like to create my own Estimate and Invoice statuses. As of now, for estimates, I can only choose from (Draft, Sent, Denied, Approved, Invoiced).

    1 vote
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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  11. Variable Photo Size on Work Orders

    We would like to use photos on our work orders to help direct the work, but the photos currently available are often too small to work off of. We'd like the ability to have a larger size shown on the work order.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. Customize Sales Rep Commissions

    You should tie a commission rate to the user as part of their profile. Not all sales reps get paid the same. Our entry level folks make 7% whereas our more seasoned and experienced senior reps making 10% or more.

    1 vote
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    0 comments  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →
  13. Highlight what has been billed in the estimate

    It would be great if the system could differentiate what has been billed in the estimate for work that has been invoiced-like highlight what has been billed and what hasnt

    2 votes
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    0 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
  14. Edit/save over an already saved Material Order Template.

    The ability to save over an already saved template in material orders . When there are changes that need to be made, we should have the option to add onto and take away what is already saved on our saved templates. I know that I can manually delete a line item as well as add one, but when big changes are needed you have to make a completely brand new "save as template" and that takes unnecessary time.

    1 vote
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    0 comments  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  15. 2 votes
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    0 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  16. Template Header

    The ability to add the header from a financial document, i.e an estimate, to all subsequent pages for consistency and cohesiveness.

    1 vote
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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  17. Payments Made to Invoice to Show the Check Number

    Currently, when payments are made the invoice only show the payment date and amount. I would like the option to show the Check # or Reference # to be visible on the invoice

    1 vote
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    0 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
  18. Add the ability to add custom shorts codes that calculate percentages of totals

    Id like the ability to add custom short codes that can calculate percentages of the total on estimates. For example if the total of an estimate is $10,000.00, I'd like the ability to create short codes that can calculate set percentages of that total. This would be helpful in adding our payment schedules to our estimates. We put Payment to be made as follows 10% ($1,000) down to set place in schedule, 50% ($5,000) once materials are delivered and work starts, etc. It would be nice to be able to enter a short code that calculates the desired percentages instead…

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. Product and Services Upload

    I would love to be able to upload a CSV or XLSX file of our products and services for bulk upload/creation. Instead of needing to create each individual line item in the products and services settings section.

    1 vote
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    0 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  20. 8 votes
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    Viewed  ·  0 comments  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
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