JobNimbus Feedback

Have suggestions for how we can improve? Share them in the categories, or vote for the ideas you like best. We want to hear your feedback!

Please only include one suggestion per post. While we can't respond to every suggestion, we are committed to reviewing every suggestion individually.

Financials

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. Further Cost Breakdown on estimates

    Would be nice to see the total cost before mark up on the estimates allowing for more accurate budgeting on the actual costs. Right now the estimate breaks things into the categories but it does not break them down as actual cost before mark up. This would help when working with bids on subcontractors to see who falls in line and where materials ran over with a quick glance.

    1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    Viewed  ·  0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  2. A commission sheet that i can print off for salesman

    I really wish there was a section where I could print off a commission sheet for salesman. Right now I am building one in the budget form for them and then printing it. There is not a print button in this section and it makes it very difficult. We would also like the option of net profit.

    49 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    7 comments  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →
  3. the ability to copy existing saved estimate and work order templates.

    Creating a new template is pretty easy. That said, we have created some fairly complex templates and would like to build new templates off those that have been saved rather than starting from scratch. Basically, we need a 'save as' option when we edit an existing saved template.

    2 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  4. Video upload to explain work orders to subs

    Allow us to save videos. this will help when creating a WO we can show our subs exactly what we want.

    1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    Viewed  ·  0 comments  ·  Work Orders  ·  Flag idea as inappropriate…  ·  Admin →
  5. a way to easily insert new line items

    I have a long template estimate and if i want to add a line item i have to go all the way to the bottom add the item, and drag it back to the top so its in order.

    If there was a way to insert a line item directly under another one instead of going to the bottom of the page, that would speed up the estimate writing process.

    2 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    2 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  6. Being able to store contracts as template types and having customer signature options so we can send it, they could sign and send back.

    Being able to store contracts as template types and having customer signature options so we can send it, they could sign and send back.

    1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  7. 1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  8. Ability to Create an Estimate while Offline

    Ability to Create an Estimate while Offline

    1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  9. Copy work orders or tasks

    It would be extremely helpful to our business, if when you create a work order (or tasks), you can click on the ellipsis next to the work order (or task) and have an option to "copy" the work order. It would be such a huge time saver to create a copy and just go in and edit the items that you need to. Some jobs have multiple work orders assigned to the same people and only need slight modifications, compared to other similar work orders.

    1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Work Orders  ·  Flag idea as inappropriate…  ·  Admin →
  10. Collaborative editing on Estimates

    Ability to have a back and forth conversation about specific line items etc. Think Comments in Google Docs.

    1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  11. Third Notes section on Financials

    Need a third notes section for Crew Notes. I use the other two notes fields for other data.

    1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    Viewed  ·  0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  12. Auto Expanding Notes areas on Financials

    We use a lot of notes and have to manually expand the notes sections to see all of the data. It should just auto expand to the size of the note so it can quickly be read without having to resize first and potentially miss some of it.

    1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  13. Sub-Sections under Sections on Financials

    Ability to have sub-sections under sections on Estimates, Invoices, Material Orders, and Work Orders.

    1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  14. use different templates in additional section

    I like to write multi phase Estimates showing pricing for each aspect of a project. Like Roof, Siding, Soffit, Gutters. This allows the customer to see total job and phase pricing and decide the best route for them. I don't see a way currently to blend multiple templates.

    1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  15. Auto Save Drafts - Financials, Contracts and Activity

    I am frustrated with the fact that if you forget to save a estimate they is no "safety net". There should be a way that Nimbus could automatically SAVE a draft just like a email draft is saved. Please note the same should apply to Activity. There should be an automatic SAVE
    or draft as sometimes an email is a work in progress.
    I would greatly appreciate feedback on this subject. I am in the nimbus program daily.

    3 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. ability to "protect" certain invoice statuses

    It would be awesome if there was a feature that allowed Admins to put an invoice into a protected status so that up until that point, other team members could edit it, but after it goes into the status, other people with "limited" permissions profiles couldn't edit or delete the invoice. For example, let's say anyone can edit or create an invoice in Status 1, Status 2, and Status 3. Then, only an Admin user can put the invoice status to #4, and once it's in Status 4, limited access profiles can no longer edit the invoice.
    Another take on…

    1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  17. 1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  18. The ability to add payments to an invoice via the mobile app.

    Currently there is no way to add a payment to an invoice via the mobile app. This is extremely inconvenient that I have to add a payment at the office instead of on site.

    1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  19. Estimates - Ability to duplicate

    I created a Parts List from the estimate template. We use it to create a detailed parts list for the job. Many of our jobs are very similar, so rather than have to build them from scratch each time. It would be very useful to clone an existing parts list and insert it into another job. Then simply edit quantities or adjust items as necessary.

    1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  20. Estimate - assign vendor

    Would it be possible to add a drop-down menu to the estimate that would list the vendor you plan to purchase from? For example, if we are building a roof estimate and plan to get our metal from "Tennison Brothers" but our shingle material from "Spec", could we list it then? That way, when we convert to a purchase order, it knows that it needs to convert it to two separate purchase orders? Thoughts?

    2 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  • Don't see your idea?

Feedback and Knowledge Base