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JobNimbus Feedback

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Financials

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379 results found

  1. Split Payments show as Paid

    I would like to create an invoice that shows it as "paid" when there are split payments and the other payment isn't owed till later.

    1 vote

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    0 comments  ·  Payments  ·  Admin →
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  2. 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.

    1 vote

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  3. Customer info in balance details on JobNimbus Payments

    It would be great if the balance details section on JobNimbus Payments show some kind of identifier for the customer

    2 votes

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  4. Accept/Apply payment to multiple invoices on Mobile

    I'd like to be able to apply a payment to more than one invoice or split the payment between multiple invoices.

    3 votes

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    0 comments  ·  Payments  ·  Admin →
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  5. Invoice DUE Date Added to Invoice Section of Financials Tab

    On the financials tab under invoices, it only shows the invoiced date, which is partially helpful. The biggest need is to see the DUE DATE right on that section. This is a HUUUUUUUUUUUUUUGE need!

    2 votes

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  6. Sync JN Budgets to QuickBooks

    For budgets, it would be great to be able to have them sync to Quickbooks for commission payments purposes .

    2 votes

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  7. Allow photos to be integrated into estimates

    The ability to include uploaded photos into an estimate.

    9 votes

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  8. 1 vote

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  9. Hold Smart Invoices

    When creating a smart estimate template, it takes a lot of time. It also may take a lot of people to collaborate. I would like to save an unfinished smart estimate template. At this time I can only save it if everything has been filled out. If I run out of time, or need to take care of something that suddenly comes up, I will lose all of my effort.
    I suggest adding a "Save and Finish Later" button to the template so that all my work is not lost if I do not have the time to finish everything.

    3 votes

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  10. Custom Invoice status's

    Ability to create a new status's eg.(Workmanship Pending, Leak Eval, Refusing, No Answer, Wants Credit, Sent check, Requesting Supervisor etc)
    This addition would make it easier to categorize pending payments without needing to use additional software as well as allow for automations and detailed invoice reporting
    Even if it has to be a different category name "Reason not paid" status

    1 vote

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    0 comments  ·  Invoices  ·  Admin →
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  11. Bulk / Batch Edit Products & Services

    It would be helpful to be able to bulk/batch edit Products & Services, as well as the ability to download a CSV to edit and reimport.

    23 votes

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  12. CRITICAL NEED!! - ESTIMATE TEMPLATES DO NOT SYNC WITH PRODUCTS & SERVICES! ACCYLYNX DOES THIS! WHY CAN'T JOB NIMBUS?

    We are a 42 yr Roofing Company out of Portland, OR.
    We've used Acculynx for the last 9 years and are finally switching!
    I am currently integrating and setting up our business in Job Nimbus.

    Products & Services (Material & Labor Items):
    Love how I can sync a CSV file or Google Sheet to QBO, and again sync QBO to Job Nimbus to continuously populate new pricing. This is huge with how crazy our industry has felt the burden of constant price increases from our suppliers.
    My main roofing supplier sends me a material spreadsheet with 5k line items with…

    11 votes

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  13. back to financials page

    From an estimate or invoice I want to be able to go back to financials page instead of having to route back through the job or to the board.

    I want the same thing from the Work orders page.

    3 votes

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  14. 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.

    1 vote

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  15. Change warning message text for when a user tries to edit an existing estimate

    there's a warning message when I try to edit a voided estimate that says the estimate is approved, even if it was never signed.

    1 vote

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  16. Integration for Point of Sale card swipers

    Add integration for point of sale swipe systems like Square or BBPOS

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  17. 1 vote

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    0 comments  ·  Work Orders  ·  Admin →
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  18. 1 vote

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  19. Show Payment Reference on Invoice

    When I enter a payment reference or deposit reference number, I would like this information to be displayed on the invoice.

    3 votes

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  20. Ability to add invoice line number

    Ability to add invoice line item number. This makes it easier to go over with your client with.
    Example:
    1. Work description Qty Price Amount
    2. Work description Qty Price Amount
    3. Work description Qty Price Amount
    4. Work description Qty Price Amount
    5. Work description Qty Price Amount

    2 votes

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