JobNimbus Feedback

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Financials

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  1. Estimate Markup Feature, Discount Feature, Hide Subtotal

    Adding an overall markup feature to estimates, If this were added as a percentage based option before subtotal it could be accompanied by a discount feature as well

    The ability to hide or show pricing lines should also let me hide the subtotal feature and offer one final price

    1 vote
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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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.

    14 votes
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    Viewed  ·  0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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 →
  4. Better Refund options for overpayments that sync with Quickbooks

    Currently there is no good way in Jobnimbus to show if a payment has been refunded. I would like a way to mark a overpayment credit that shows in payments as refunded. and also have said change sync directly to Quickbooks.

    1 vote
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    0 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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).

    2 votes
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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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.

    7 votes
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    Viewed  ·  2 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
  7. Option to add Upgrades

    Allow the option to add line items that are upgrades above the subtotal. I want customers to see the cost, but not have it impact the total. If a customer decides for the upgrades then they could be added to a revised quote to update the total.

    1 vote
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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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 →
  9. Custom Invoice Statuses

    The ability to create custom invoice statuses

    3 votes
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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  10. 3 votes
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    0 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  11. Store Customer credit cards securely in JN

    It would be helpful to be able to collect our customers credit card details and store said information in our JN account to use instead of asking each time for the card information to run

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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

    6 votes
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    Viewed  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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 →
  14. Saved Estimates Folder

    I want to have one central place where I can access Saved Estimates without having to go into a specific Contact

    1 vote
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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  15. Have taxes show on material orders

    I would like to have taxes show on material orders

    4 votes
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    Viewed  ·  1 comment  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  16. 11 votes
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    Viewed  ·  0 comments  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  17. Have Commissions listed in Financials tab

    We would like to have commissions listed as its own section in the Financials tab

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. User would like a credit memo be auto created any time an overpayment is made on an invoice.

    User would like a credit memo be auto created any time an overpayment is made on an invoice. An overpayment made on the invoice shows as a credit on the invoice itself. User would love to see that credit in the credit memo section without having to manually create a credit memo.

    3 votes
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    Viewed  ·  0 comments  ·  Credit Memos  ·  Flag idea as inappropriate…  ·  Admin →
  19. E-sign/Finger sign on web version when using touchscreen laptop

    We have several team members in the field using touchscreen laptops, it would be helpful to have e-sign/finger sign option on web version of JobNimbus for people using touch screen laptops

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. 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 →
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