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JobNimbus Feedback

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Financials

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260 results found

  1. Batch ALL FEES associated with JN Payments ONCE per month!

    PLEASE process Credit Card and Check Payments exactly as they are requested/offered. THEN at the end of the month/or beginning of the following - deduct a ONE TIME PAYMENT of all fees batched together for the entire month. This will GREATLY simplify users accounting issues and stop each payment from having TWO line item payments associated with one invoice. It will remove the issues suffered due to additional fees. I truly believe you will get more buy-in on the JN payments option if you streamline and simplify the fees into ONE LUMP Payment. Vote Everyone! This will take away a…

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  2. New Sales Experience Introduction Page

    Introduction page should have on it the sales person's name, the phone number should have parenthesis and/or a dash in the appropriate places and the company's contact information. Also, the company contact information would be nice to see.

    1 vote

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  3. The ability to have the name of the paying customer on the receipt instead of the primary contact.

    The ability to have the name of the paying customer on the receipt instead of the primary contact.

    3 votes

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    1 comment  ·  Payments  ·  Admin →
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  4. different measurements per job

    I would like to be able to put different measurements for different material types on 1 estimate. I have several jobs that have several scopes of work just on the roof. For example, I have a job that has shingles, standing seam, and TPO on the same house. The problem is, they are different sizes, so I have to manually input my material and labor cost quantities at the moment. Would like to be able to separate the measurements by the type of product being used if at all possible.

    1 vote

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  5. Show Full Estimate on Proposal

    When we upload an estimate into Job Nimbus under proposal, it say "show more" and minimizes the estimate. We would like it to always show all of the estimate under proposals.

    1 vote

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  6. Change the location of a Material Order or Work Order or jobs they are attached to

    Sometimes a material order or work order gets created on the wrong job. Right now there's no way to move it to the correct job you have to cancel it and make an entire new one. It would be nice if you could change the location of things.

    1 vote

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  7. Templates for Payment Requests

    When texting a payment link through JN Payments I would like to be able to make templates to customize the payment request message. This is important to provide more specific information to the client when this is sent.

    1 vote

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  8. NSE insert token field options

    NSE insert token field have the option to add customer email and customer phone number

    1 vote

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  9. NSE - Estimate details page include logo

    The estimate details page to include the company logo on the page.

    1 vote

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  10. Be able to set specific time periods for when the proposal link expires

    It would be nice to be able to set a time frame for when the proposal link expires.

    3 votes

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  11. Restrict Which Team Members can Place Orders

    We have the Beacon and SRS integration, but we have no control over who can place orders. We would like to be able to control who can place orders, or maybe even have a material order require approval from a manager or admin before it can be sent to our supplier.

    3 votes

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  12. Import, Export, and Bulk 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.

    197 votes

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  13. Store Credit Card Information

    The ability to store credit card information

    4 votes

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    0 comments  ·  Payments  ·  Admin →
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  14. Payment Receipt Notification Emails

    Currently, when customers submit payments through JNP, the payment receipt email gets sent to the customer and sales rep. As the owner, I would like to receive these emails. Having a way to choose who these emails go to would be very helpful. The notification emails from the payments portal look different and I prefer the layout of these payment receipt emails.

    3 votes

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    1 comment  ·  Payments  ·  Admin →
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  15. 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.

    8 votes

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    2 comments  ·  Invoices  ·  Admin →
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  16. Separating material, labor and markup costs and prices per section option.

    We typically send pricing for multiple scopes of work and when a job is completed and we're getting ready to pay our subcontractors we like to reference the initial estimate to see what we priced for true labor cost and we need to see it per section but right now the labor and material costs are for the entire estimate. An option to see the costs broken out per sections would be helpful.

    3 votes

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  17. Better JobNimbus Payment Reports

    I would like to have access to reporting in JobNimbus Payments where I can differentiate withdrawals with fees instead of an entire lump sum.

    4 votes

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    2 comments  ·  Payments  ·  Admin →
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  18. 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.

    6 votes

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  19. 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

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    0 comments  ·  Payments  ·  Admin →
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  20. 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

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