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JobNimbus Feedback

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Financials

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256 results found

  1. Duplicate an Estimate

    There is a duplicate feature, but it cannot be used to duplicate an estimate. It would be a lot easier to duplicate an estimate in case we need to move an estimate to another contact, a related contact, or second job under the same contact, etc.

    4 votes

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  2. Rejected payments should update in the financials tab

    Rejected payments in JobNimbus Payments should update in the financials tab in JobNimbus. Currently, rejected payments still show as though they were accepted and processed in the financials tab.

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  3. 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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  4. The ability to connect multiple bank accounts when having multiple payment locations.

    The ability to connect multiple bank accounts when having multiple payment locations.

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  5. The ability to add an internal note to budgets.

    The ability to add an internal note to budgets.

    12 votes

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  6. The ability to have the ACH fee returned when a check bounces.

    The ability to have the ACH fee returned when a check bounces.

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  7. Customize work order template

    ability to customize the layout and design of work order templates

    3 votes

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    0 comments  ·  Templates  ·  Admin →
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  8. Clean up estimate section titles & description layout

    Please see the attached screenshots. Can the estimate section titles & description layout be cleaned up a bit?

    Ideally one would be able to just enter a long title and NOT have the text wrap down to multiple lines due to the container restrictions. If that is not possible, then can the container alignments of the section descriptions and line item descriptions at least be aligned?!

    The current alignments shown below are very sloppy. Thank you!

    6 votes

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  9. JobNimbus Payments: Separate charge for ACH fee

    There should be a separately charged fee for ACH payments processed through JN Payments. We just started using the new payments system and it is really messing up our accounting by pulling the fee directly out of the invoiced amount.

    Example) Invoice for $2,600 --> $13 fee charged to us --> $ Received payment of $2,587

    Our quick workaround has been to alter the total invoice amount to the amount, post fee, so our synced payments can be tied to a specific job during our accounting/reconciliation. This will get exceedingly annoying if we keep using this payments system.

    3 votes

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    0 comments  ·  Payments  ·  Admin →
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  10. Cost and Markup - Hide as a function of Access Roles

    We're currently in the setup phase. Our executive level team loves the idea of being able to use the Slider feature to negotiate estimates. However, we would like to be able to do so WHILE hiding the product cost and initial markup on the internal side of the estimate, so that lower level employees do not have to see this information in order to be able to use the Slider while creating an estimate.

    Right now, if I disable mark-up tracking or if I remove cost from the internal estimate view - the Slider disappears and so do margin estimates.…

    9 votes

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  11. Time tracking for employees

    Time tracking for employees

    116 votes

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  12. Printable signature lines for estimates or contracts

    It would be great if the signature template field added a signature line to the estimate or document like a contract, that way the document could be printed and signed in person.

    5 votes

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  13. Expense entry

    However I don’t see where you can do simple expense entry per job. Often there are additional one off expenses associated with jobs.

    We primarily do simple residential roofs so it’s not efficient or necessary for us to build out a budget on every project. We just want a way to enter final revenue and expenses during and after a job is complete to track profitability.

    Just a simple revenue expense / profit feature. Is that possible with system? Too cumbersome for our team to get overly complicated with data entry based on quantity of projects we do.

    Example, residential…

    3 votes

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  14. Send email with multiple attachments that can be signed

    Create email using a template then add an estimate and other documents that need to be signed. Currently 3 separate processes. Send an email, send an estimate with out the verbiage you need in body of email. The crest document and send that to be signed

    4 votes

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  15. Include Sunlight Financing on Estimates

    The option to include sunlight financing on the estimate template via like a checkbox or a button would be very useful. Especially if it can take the estimate total and provide the different financing options as a button on the estimate directly below the total.

    5 votes

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  16. Show JobNimbus Payments Status In JN

    It would be nice if the statuses for JNP payments actually show up in JobNimbus.

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  17. Entered 0 for unit of measure on smart estimate and it added 1 unit to the estimate

    Entered 0 for unit of measure on smart estimate and it still added the line item to the estimate

    6 votes

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  18. Edit invoice layout

    Add ability to edit invoice layout to better accommodate longer invoices and prevent payment options from being cut off.

    7 votes

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    0 comments  ·  Invoices  ·  Admin →
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  19. View multiple invoices for Jobs on one statement

    Ability to view multiple invoices as one statement

    3 votes

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  20. HTML Button Links

    It would be nice to be able to have "clickable buttons" that you can code in the HTML part of templates.

    2 votes

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    0 comments  ·  Templates  ·  Admin →
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