Financials
413 results found
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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 -
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 -
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 -
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 UofM1 vote -
9 votes
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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 template1 vote -
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 -
1 vote
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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 -
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 -
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 -
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 -
Change "Amount Paid" on Invoice
When creating an invoice and applying a credit memo, the boxes show that there was a credit applied, but also the "Amount Paid" matches the credit. I would like that to be 0 as there was no payment made so it can be misleading that both a credit was applied and a payment amount is showing.
1 vote -
Automatic contact info update on transferred estimates. From one job to another.
Automatic contact info update.
There has been a few times I have created an estimate in the wrong file/job.What if... in this scenario... we could share the estimate to the CORRECT file and nimbus could automatically change the contact info and job at the top of the estimate?
The other main reason this could be incredibly powerful... Often times we write estimates that are very similar, so instead of running through the entire template again top to bottom, clicking and removing the items that don't pertain, everything would already be set up and we could just change a few…
1 vote -
View Budget Changes
I would like to be able to see the changes that were made on a budget like I can with invoices and estimates.
1 vote -
Additional Signatures on Fully Signed Estimates
I would like the ability to add more signatures to an estimate that is already fully signed. For example, if I want to send it to a manager to get signed and approved first then send it to the customer to sign.
1 vote -
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 -
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 -
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 -
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.
2 votes
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