JobNimbus Feedback

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Financials

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  1. Taxes on Work Orders

    It would be beneficial to be able to include taxes on the work orders as it is on the other financial document templates.

    4 votes

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    0 comments  ·  Work Orders  ·  Flag idea as inappropriate…  ·  Admin →
  2. Add Margin Adjustment to Templates

    It would be beneficial to have the ability to adjust the page margins on templates.

    4 votes

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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  3. Edit Column Names on Financials

    It would be beneficial to have the option to edit the names of the columns on financial documents. We use hours instead of quantity & it'd be great to have the ability to change this.

    2 votes

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  4. Move "Due Today" to the top of Split Estimates

    when you use the "Split invoice" option and save at the top of the invoice it says amount due to be the full amount of the invoice and only at the bottom does it tell you the "due today" amount. This is creating a lot of confusion to our customers.

    It would be better to show the amount due at the top to be the "Due Today" amount instead.

    2 votes

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  5. Percentage Rate Viewing Budgets

    It would be incredibly beneficial to be able to have the percentage rates visible on my budgets outside of the editing view. It makes it difficult to have to select edit any time we want to know what the specific percentage rate is on a line item.

    3 votes

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    0 comments  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →
  6. Add discounts field to estimate and/or invoice

    Being able to add % discount as a field or drop would help the sales team be able to function better in the house.

    3 votes

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  7. Create paysheets

    The ability to create "Paysheets" for subs, sales reps etc.

    Currently, we have a "PaySheet" invoice we provide our subs with each check for every individual job they completed. The invoice is created under the contact of the project.

    A pay-sheet template would be awesome!

    2 votes

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. Ability to change UoM on estimates when using a saved estimate template

    I would like to have the ability to change the UoM on line items within a saved estimate template when creating a new estimate. It currently only shows the UoM that was saved with the template and not all of the options available. We have to delete the line item and add it back to get the UoM options.

    10 votes

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    1 comment  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  9. Add Contact Info to Invoice Reports

    It would be highly beneficial to be able to include the specific contact information to Invoice reports ie: address, email, phone number.

    2 votes

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  10. Pagination to Count All Document Pages

    the ability to adjust the page sequence that shows up on documents that include an {{estimate}} short code; currently, the pagination only accounts for the number of pages in the estimate, which is very confusing to recipients who have a 5 page document (for example) but are only shown pages 1/3, 2/3, etc. in the middle of the document itself, rather than 1/5, 2/5, 3/5 on all pages.

    2 votes

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  11. Select Recipient when Sending Financials

    It would be beneficial to be able to select which email you are sending a financial document to when sending directly from the financials tab.

    2 votes

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. Custom Fields Inside Financials

    I would like to have a way to add custom fields to my financial/payments section and be able to add those fields as columns.

    4 votes

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    0 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
  13. Add option for SREC Collateral amount on estimates & invices

    We need to be able to add an amount for SREC Collateral to an estimate total without it being part of the subtotal. This is similar to how to tax works except that it needs to be a input as a dollar amount that is determined by a formula, rather than a percentage.

    1 vote

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  14. Add an option to create custom design templates for financial documents such as Material Orders, etc.

    Add an option to create custom design templates for things like Material Orders, etc.

    2 votes

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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  15. Built in calculator on estimates & invoices

    I would like to be able to add, subtract, multiply, and divide in the price box when creating an estimate or invoice.

    1 vote

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  16. Add multiple templates within one Work Order - Sections

    I would like to add more than one saved template to the work order from the drop down template menu. this would allow us to compound the templates together on the work orders and build them faster.

    1 vote

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    0 comments  ·  Work Orders  ·  Flag idea as inappropriate…  ·  Admin →
  17. Ability to Convert and/or Combine multiple Financial Documents into a Single Document

    We would like to be able to either combine multiple Financials into one (merge), while also seeing the option to convert two documents into a single document of another type.

    1 vote

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. Limit access to edit/update saves Templates

    When you have a saved template to use over and over again, I wish we could limit anyone under manager level from being able to edit/update those templates. This would prevent it from happening unless really needed.

    2 votes

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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  19. Credit to be allocated against invoice to reflect refund

    Create credit memo that is allocated against the invoice to reflect refund.

    2 votes

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    0 comments  ·  Credit Memos  ·  Flag idea as inappropriate…  ·  Admin →
  20. Invoice fields should be available as template fields

    We would like to use the fields from invoices on a document template: Item, Description and Qty, because these are exactly the products that are being transported, and already exist as data.

    4 votes

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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
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