JobNimbus Feedback

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Financials

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  1. Customize Material Order templates

    I would like to have more customization abilities with material order templates like using a Purchase Order instead of the Material order number and setting up a Delivery date instead of using the date the material order was created

    1 vote

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    0 comments  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  2. Negative Payments

    the ability to record negative payments for when something during a job goes wrong (for example) and a portion of the amount paid by the customer is refunded to them. A credit memo does not work, as it does not update the amount originally paid by the customer, per the total on the "payments" tab.

    3 votes

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    0 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Estimate Attach to Financials

    I'd love it when an Estimate is attached as a document that it pull up in the Financials tab. Same with Material Order.

    2 votes

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Add digits after decimal on price.

    Needs the digits on pricing to be more than just the two digits after the decimal point for insurance purposes.

    1 vote

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  5. Attach Estimates to Invoices like on Documents.

    The ability to attach an estimate to an invoice, just like you can to a document.

    1 vote

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  6. Manually Set Profit or Margin

    Have the ability to manually add a profit number as well as the existing profit slider. Often we know we have a minimum profit amount needed.

    1 vote

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  7. Single grouped price in estimates

    What I need is for it to show individual quantity for each item but not price just a total group price. I don’t want to show what each item cost, just how many the estimates includes but I do what to show the Toal for that group.

    2 votes

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  8. Change Date of Commissions Marked Paid

    I need to be able to change the date of a commission marked paid. If one is missed, then marked paid when it is found, it messes up the financials of that month/quarter, etc. There should be a dated to choose of marking paid.

    3 votes

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    0 comments  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →
  9. Checkbox for Completing Work Orders

    It would be very helpful to have a quick way to mark Work Orders completed, instead of "3 dots, Change Status, darn my mouse went too far...start over. 3 dots, darn...start over... 3 dots, gonna get it this time, Change Status, Completed. Wait until it processes. Move to the next one..."

    If we could check a box, like Tasks, that would be great. Yes, I know, Tasks are simpler and Work Orders are more complicated, but in the settings when we go through the Workflow options, we could just have an option for which status the check box corresponds to.…

    2 votes

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    0 comments  ·  Work Orders  ·  Flag idea as inappropriate…  ·  Admin →
  10. Ability to change stamp on invoices

    Sometimes the "PAID" stamp on an invoice is not applicable, like when there are progress payments or if an invoice is cancelled. It would be nice to be able to toggle the stamp on or off on an invoice, or even have the ability to change it to another stamp. "DRAFT", "CURRENT", "CANCELLED", etc.

    1 vote

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  11. Mass Convert Work Orders to Invoices

    Be able to mass covert work orders to invoices.

    1 vote

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    0 comments  ·  Work Orders  ·  Flag idea as inappropriate…  ·  Admin →
  12. work orders based on the financial status

    Logo would like to run a work order report that tells them they received money on jobs that are completed.

    1 vote

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. Smart Estimates/Material Orders

    Auto populate certain information when a certain amount or product is selected as a line item. For example: You could plug in 30 squares of roof shingles and it would create the material order and it would say 90 bundles needed and 3 boxes of nails.

    1 vote

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. One location for Work Orders

    Logo would like to create a work order without it populating under documents.

    1 vote

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  15. 1 vote

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  16. Have totals for multiple material orders displayed within financials

    I would like to be able to view the total cost of multiple material orders made for a contact/job AND have that automatically applied to the budget.

    1 vote

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  17. Workorder Signatures

    Melissa would like the ability to add a signature to workorders and documents just like the estimate feature that just rolled out

    2 votes

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    0 comments  ·  Work Orders  ·  Flag idea as inappropriate…  ·  Admin →
  18. Show sum calculations of all invoices on the financials tab

    Allow the invoice section on the financials tab to be customized so that sum calculations can be added to the total, paid, and due columns

    1 vote

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  19. Add more Budget Information to Work Orders

    I would like to add a internal description box to the budget field for work orders. This field would be used as a way to distinguish which budget is being viewed without having to click the hyperlink to see it. Essentially like a summary/overview of the budget/ area to enter in notes about the budget internally, so that the PMs and Finance people can make communication easier between these two typically siloed departments.

    1 vote

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    0 comments  ·  Work Orders  ·  Flag idea as inappropriate…  ·  Admin →
  20. Autosave Estimates

    There should be an autosave option while creating the estimates. I'm not sure how this isn't a thing already, but think it would be very beneficial to the sales reps. We have had times they were working on an estimate, we lose internet or job nimbus goes down and it completely wipes the entire estimate they were doing and they have to start over again. Just something to take into consideration, more comforting and less time consuming. I believe an autosave just like Microsoft Word/Excel etc. have every 10 minutes is a great addition to job nimbus and should be…

    2 votes

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
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