JobNimbus Feedback

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Financials

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  1. Tax on Price instead of cost

    Have the capability to have tax be calculated based off of the price of a product instead odf the cost

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Ability to duplicate estimates and save under a different job

    It should be a no brainier but it's impossible! I have multiple jobs that I need to create a similar estimate for. I don't want to create an estimate template. I just want to duplicate the estimate and assign to a different job.

    3 votes
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    Viewed  ·  0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  3. Late fees

    A way to easily click to add the late fee or percentage late fee. Or automatically adding the fee once non payment goes over the net 30 or net 15 or whatever you have it set to.

    1 vote
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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  4. Add Line Item Totals to Financial Documents

    User would like the ability to add line item totals. For example if they are ordering 15 items at $5 they would like a line total that says for that particular line item the total is $75.

    3 votes
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    Viewed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. Auto Save Financials

    auto save work. I spent over 2 hours working on an estimate, something happened and screen went back to main contact screen, all information entered was lost

    11 votes
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    Viewed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. Text Work Orders

    It would be great if JobNimbus gave us the ability to text Work Orders to Subcontractors since they all have mobile phones in their back pockets.

    4 votes
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    Viewed  ·  0 comments  ·  Work Orders  ·  Flag idea as inappropriate…  ·  Admin →
  7. Subject line for Invoices

    A way to edit the subject line when emailing an invoice.

    2 votes
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    Viewed  ·  0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  8. Print or Export Budgets

    I think this may be my third time posting about this. I'm just confused as to why this doesn't exist when the feature is already present in Job Nimbus.

    Budgets, currently as they stand, have no ability to be Printed or to be exported as a CSV (The Budget Report that would only show you the Totals and Profit of each budget is not an answer to this.)

    Every other Financial Document (Invoice, Credit Memo, Material Order, Estimate) can all be printed out in PDF format, but Budgets do not have this feature. But personally I would prefer it if…

    5 votes
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    Viewed  ·  0 comments  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →
  9. Paid/unpaid Work Order

    Add a paid/unpaid option to work orders. Or, an accounts payable invoice.

    2 votes
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    Viewed  ·  0 comments  ·  Work Orders  ·  Flag idea as inappropriate…  ·  Admin →
  10. Split Commission Paid

    We pay a percentage of commission when the down payment is collected, and the remainder when final payment is collected. If you could make an option for partial payment that would be great.

    1 vote
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    Viewed  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  11. AUTOMATED RULES FOR COMMISSION

    I don't want to manually add my commission every time I complete a job. I want to add my cost and price to my invoice, and auto-calculate the commission to the rep on the job.

    2 votes
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    Viewed  ·  0 comments  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →
  12. Should add a profit margin slider

    There should be a spot where we can add a discount with both percentage and dollar amount.

    2 votes
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    Viewed  ·  0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  13. Email template field for remaining amount due on invoice

    To have a email template field that would show the amount remaining due on the invoice.

    1 vote
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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  14. Create a saved material order template from an existing material order

    Use an existing material order to create a saved material order template

    1 vote
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    0 comments  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  15. Assign Labor material items to sections

    It would be great if we could while entering an item have an option to put it under a section rather than having to drag it to that section. If you forget to add something to a section and then later remember it gets frustrating if you have a lot of items and sections.

    1 vote
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    Viewed  ·  1 comment  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  16. Goal setting

    A place where salesman can put monetary goals/sales goals, other goals and put dates to give deadlines to meet goals for accountability, also a place where company goals can be put where everyone can see them and it tracks it and shows where we are at.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. Transfer amounts of invoice into final amount column to where it gets automatically populated

    The amount that is on a final invoice if that amount can automate or populate into the final amount columns in our contact field

    1 vote
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    0 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
  18. Invoice number and contact/job names tied to JobNimbus WePay notification emails.

    It would be very helpful to have the invoice number and contact/job names tied to JobNimbus WePay notification emails. Currently you just received and email saying a payment has been received made by the card holders name.

    This is very confusing if a spouse or someone other than the listed contact pays the invoice. We often receive payments but have no idea which invoice/contact/job it is meant for. See attachment.

    Thank you!

    4 votes
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    Viewed  ·  0 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
  19. The ability to manually change the status of a Material Order

    The ability to manually change the status of a Material Order to "Complete"

    1 vote
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    0 comments  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  20. Auto Save

    Ridiculous that there is no autosave feature. Multiple hours into an estimate and everything was lost because a tab was accidentally pushed ( just next to a slide bar mind you ). This has happened multiple times...add in a burp in your wifi connection and once again all work is lost.

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