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JobNimbus Feedback

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Financials

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401 results found

  1. 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

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    0 comments  ·  Payments  ·  Admin →
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  2. 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

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  3. 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

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  4. 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

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  5. 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

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  6. commission reports by date budget created

    We would like to be able to sort commissions reports by the date budget was created.

    1 vote

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  7. 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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    0 comments  ·  Invoices  ·  Admin →
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  8. Store Credit Card Information

    The ability to store credit card information

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  9. 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.

    3 votes

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    0 comments  ·  Payments  ·  Admin →
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  10. 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.

    2 votes

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  11. Search via Dollar Amount in Budgets

    I want to be able to search for a dollar amount that was put into the budget under financials.

    1 vote

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  12. Easy way to have same Product or Service but different units of measure

    Love having units of measure but JN (JobNimbus) doesn't seem to like when you search the same product or service more than once in the same estimate or Invoice.
    After selecting one Product (or service) I would like a way to quick add multiples but with different UofM

    1 vote

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  13. Add a template to the budget area

    It would be very helpful to be able to create and use templates for the budget area. For example, using different types of jobs like a residential shingle or commercial job, roof coating job, etc.
    Where everything is added and prices are pulled from the product/services list and choose a template

    1 vote

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  14. Auto assign sales rep to new work orders

    Ability to make new work orders auto assign to the sales rep rather than the assignee. Our leads come from SalesRabbit and only assign the sales rep. This causes confusion when someone else makes the work order and it doesn't auto assign the sales rep to the work order

    3 votes

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    0 comments  ·  Work Orders  ·  Admin →
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  15. 1 vote

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    0 comments  ·  Payments  ·  Admin →
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  16. 8 votes

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  17. Gross Margin estimating as an option instead of Markup

    Hi, can an option be added to use gross margin instead of markup on the products and services? Almost every company I know uses margin instead of markup and it would be great to be able to properly manage and price to this inside of JN instead of having to have a separate spreadsheet for pricing every item.

    Almost all of the JobNimbus competitors also use gross profit margin and it is much clearer and less messy process. Thank you for the consideration!

    8 votes

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    1 comment  ·  Admin →
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  18. JNP Returned Payments

    I would like to have a place in the contact record in JobNimbus that tells us when a payment has been returned by JNP.

    1 vote

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  19. Section Totals on Smart Estimates

    In the same way that we are able to "hide line items" or "show line items" per section created in a smart estimate. I would like the ability to also choose whether or not the section totals are visible at the smart estimate template level.

    1 vote

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  20. Reporting for Budget Line Items

    I would like to be able to create a report that breaks down how much I spent on specific line items within the budgets.

    1 vote

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