Financials
296 results found
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Stack budgets
I would like to be able to stack budgets. Meaning I can combine line items in my budget template AND line items from my approved estimates.
1 vote -
Change Work Order Appearance
I want to shorten the width of the "Unit of Measure" and "Qty" columns in my work order and increase the text size for all text.
1 vote -
Get a change order section
We would like to see an option where we can make and track change orders. These are items that we want to make sure get billed correctly and that we know get paid. we have seen where these are items that get missed. Either because they are lost in all the estimates or invoices sent and no one is tracking only change orders. We would be able to make a change order dashboard and input all change orders from the PM to the estimation team and vice versa. Thanks
1 vote -
Start & End Date on Work Orders
I would like to be able to add a start and end date of the job in the work order.
1 vote -
Refunds in JN
Better documentation for refunds processed in JobNimbus payments and have that pulled into JobNimbus so it can sync to QuickBooks properly.
My accountant and I would be more than happy to provide feedback on how this would be beneficial for other users utilizing the sync as well
Accountant email: jaredanderson777@gmail.com
1 vote -
Fencing Template for Smart Estimates
I would like a fencing template for smart estimates.
1 vote -
Void Stamp on Voided Invoices
I would like it to say "Void" at the top of an invoice when voided, just like it says "Paid" when paid. That would surely help us decipher if just glancing at thumbnails when trying to attach documents to emails, or really just in general it would be nice for reference later.
7 votes -
Payment status options
Option to change payments to void or returned if they fail for any reason. Almost like an activity log for payments where even if payments bounced for any reason, you can see they've attempted to pay in the past and maybe even see if it's a recurrent issue with them.
4 votes -
Final Invoices
Would love it if paid-in-full invoices were automatically sent out with a paid stamp to customers as soon as their final payments are made.
1 vote -
Smart Estimate Template should be able to identify a specific Design Template
Should be able to identify a specific Design Template for a Specific Smart Estimate. i.e. Shingled Roof Smart Estimate should be tied to the Shingled Roof Design template.
1 vote -
Optional sections
The software we're transitioning from is a lot more basic than JobNimbus, but it already has this so it's disappointing that JobNimbus doesn't. Basically, have the customer be able to select what sections of the estimate they would like and this would determine their total estimate price (for good better best estimates for example or multi-trade estimates). Just have a checkbox for them to select by each section. This could easily allow upselling and cross selling without making the estimate a mess that then later has to be commented on by the customer, edited, and resent.
24 votes -
Limit access to the ability to "Approve an Estimate" and then "Edit an Approved Estimate".
We would like to lock down the ability to Approve an Estimate and the ability edit an Approved estimate. Anyone can create an estimate , homeowners can acknowledge they approve of the estimate by signing off on it . But only management (once we have determined the job meets all the required specifications ie. all the paperwork contracts are fully and legally executed, all required local state addendums have been properly presented and signed off on, and the job meets minimum profitability requirements) can actually approve the estimate that is reported in Insights.
1 vote -
Budget Categories
Within a singular budget, there should be more categorical breakdowns in addition to Labor.
For example -- material category, labor category, overhead category. That way I can run an accurate report on Commissions paid/ unpaid, labor paid/unpaid, material purchased.5 votes -
Universal Payment Link
I want a universal payment link I can put on our website that allows them to look up or pay their invoice by entering an invoice or estimate number
1 vote -
Transfer Credit Memo to Related Contact
I would like to be able to add a credit memo from one contact to another contact or add the credit memo to another contact's invoice that is related.
1 vote -
Add New Price Column Budget
I want to be able to add an additional % to an amount over standard pricing. So directly under "Price" would be "Above Standard Pricing". Is that possible?
1 vote -
Accounts Payable Integration with Quickbooks
Need ability to view subcontractors setup in Quickbooks in JobNimbus and subcontractors added to JobNimbus synched to Quickbooks. Further, I would like the ability to enter Account Payable entries on each job that would sync to Quickbooks as a bill due instead of adding budget items in JN and then separately adding bills in Quickbooks. This would make calculating commissions and job costs significantly easier and reduce duplication. See Acculynx and JobProgress for examples. It is one of the biggest holes in JobNimbus.
1 vote -
The "NOTES" section should be smaller than the rest of the estimate
Currently the "NOTES" section is way bigger than the actual estimate information. It would be good if it was smaller.
1 vote -
commission reports by date budget created
We would like to be able to sort commissions reports by the date budget was created.
1 vote -
A way to edit invoices
I have noticed once I make an invoice I can not go back to edit the invoice to change to a different job or contact. It would be easier to have this option rather than deleting the invoice and starting over
1 vote
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