We need the ability to restrict who can edit a saved template (not a Design Template, as we already know a restriction exists for those), either through the access profiles or through password protection. This would have to be a restriction that is separate from the current restrictions, because there are people that still have the need to create and edit documents (estimates, material orders, etc.) by using and modifying the template for that particular instance, without needing the ability to edit the saved template itself. Our saved templates have been inadvertently modified due to lack of this separate restriction, so we know first-hand how helpful and time-saving this simple restriction can be.

My company could really use a "job costing" feature. Basically it does the same thing as the Budget, but it communicates with the Material Order or Work Order. I need something that allows me to input a total contract price and then calculates my overhead as a percentage of that price. Then it imports my Material Order and subtracts those costs from the total, allows me to input labor costs, and can calculate other fees based on the number of roofing squares. We use an excel spreadsheet for our job costing (or Precap) but we have to double enter the info from the Material Order. I'm hoping JobNimbus will come up with a feature that can help us get rid of the double entry.

I have attached our excel Precap for your reference.

Would be great if I could be able to duplicate sections and then I would just have to change or enter quantities.

Also, when you create an invoice from a work order, the taxes aren't pulled into the invoice. All invoices have to be created from estimates. Would make it easier if estimates, work orders and invoice were integrated a little better.

Also, when you add payments at the bottom of the screen, it doesn't automatically update the invoice that was created and allow you to submit new invoice with the payment and remaining balance. In order to do this, you have to ensure you click on add payment under the invoice section in order to get it to add the payment and put on invoice with new balance.

The current all or nothing option for turning on/off the payment button on the invoices could be tweaked to really make the function useful. I have some clients that I want to offer the payment option on the invoice for ACH/credit but I definitely have others I do not want to offer that option to. For example when I was using Zoho, they had a simple check box on the contacts profile to enable the "green payment" button. Id really like to see this implemented. Thanks.

Also, some job types (e.g. insurance) should only be offered ACH as a payment method option.

Apply the option for contact by contact or invoice by invoice.

Processing fees for larger ticket items are high, so check payments are preferred, and financing options available through services like GreenSky are sometimes provided as well.

QuickBooks has a great functionality that allows us to create a sales order from an estimate. There is a report that shows all open sales orders and the dollar value of each. When an invoice is created from that sales order the sales order is automatically closed and the sales order is no longer on the list. It is very important to us as the open sales order report keeps track of what jobs need to be completed and, more importantly, tells us how much work there is ahead of us.

If Job Nimbus could follow this same setup it would be great...Allow for a work order report that totals the amount of the work order and automatically closes the work order when the invoice is created from the work order. If the work order could sync with QB it would be ideal!