Financials
261 results found
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Include Sunlight Financing on Estimates
The option to include sunlight financing on the estimate template via like a checkbox or a button would be very useful. Especially if it can take the estimate total and provide the different financing options as a button on the estimate directly below the total.
5 votes -
Edit invoice layout
Add ability to edit invoice layout to better accommodate longer invoices and prevent payment options from being cut off.
8 votes -
Show JobNimbus Payments Status In JN
It would be nice if the statuses for JNP payments actually show up in JobNimbus.
2 votes -
Entered 0 for unit of measure on smart estimate and it added 1 unit to the estimate
Entered 0 for unit of measure on smart estimate and it still added the line item to the estimate
6 votes -
View multiple invoices for Jobs on one statement
Ability to view multiple invoices as one statement
3 votes -
HTML Button Links
It would be nice to be able to have "clickable buttons" that you can code in the HTML part of templates.
2 votes -
Don't automatically round line items
Line items are automatically rounded up to the nearest cent. Add ability to disable that for things line insurance claims where they have to match exactly.
5 votes -
The ability to turn off payments for estimates and leave it on invoices.
The ability to turn off payments for estimates and leave it on invoices.
2 votes -
Customize Financial Tab
It would be nice to have the ability to hide certain sections of the financial tab and/or move different sections and sort them accordingly (i.e. move credit memos to the bottom).
2 votes -
Apply same amount to different invoice
I need to know how to take payments that have already been applied to an invoice and apply them to a different invoice.
2 votes -
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.4 votes -
Smart Estimates Upgrade
It would be so much quicker if each item had its own formula for calculating material. For that, a "measurements" tab would allow to enter all measurements for a job, then when creating an estimate, each item could be easily calculated using their own formulas and the measurements provided. The way it works right now is cumbersome, and it does not integrate with my saved estimate templates. When a similar material item has different coverage (one would cover 20' and the other would cover 33') I need to create a whole new smart estimate to account for that small change.
3 votes -
Split payments by amount
Would like to be able to change the invoice split payment by exact amount, not just percentage
33 votes -
Organized Products & Services List when adding items to Financials
Products & Services dropdown list when adding items to financials should be alphabetical, or at least organized in the same way every time.
3 votes -
Allow photos to be integrated into estimates
The ability to include uploaded photos into an estimate.
11 votes -
Edit Smart Estimate PDF layout
Add ability to edit the layout for smart estimates once they are generated
2 votes -
2 votes
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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 -
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…13 votes -
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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