Financials
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Page Breaks for template
The ability to insert a page break into a template. We have several templates that require a break. My boss is extremely frustrated.
13 votesWhich templates are you wanting to add a page break to?
On certain forms, like an estimate, it seems like the page breaks would need to be conditional based on the number of line items, which would be quite tricky.
Thanks,
Aaron -
COMBINE MULTIPLE ESTIMATES IN ONE INVOICE
COMBINE MULTIPLE ESTIMATES IN ONE INVOICE
2 votes -
Change the Status of Estimates and Invoices When Emailing from Notes
When emailing an estimate or invoice from the financials tab, it automatically updates the status of the document to "Sent," but if you add the estimate as an attachment to an email started from the activity tab, it doesn't update the status. It would be appreciated if it would change the status to "sent" when you send it from there as well.
1 vote -
The ability to issue change orders.
It has Credit Memo's, a Change Order would be just the opposite to add material to an existing order.
8 votes -
More customizable Templates
I would like to be able to build a static template for our site visits that would populate from JN. I would like to be able to format it similar to the estimate form (with the different text boxes), but I can't manipulate all those areas and when I try to build a 'Document Template, there is no way to create those text boxes like the ones in the estimate template. it's frustrating because it's a simple word feature under the Developer tab, but I have to pay some other app to be able to do it here in JN.…
8 votes -
Combining existing estimates, invoices, material orders, financial records
I would like to be able to have the ability to combine something like two estimates together, or two invoices together. Basically be able to merge financial records for each type
1 vote -
Invoice Term: "Due Upon Completion" and/or "TBD" and/or "Net##" Without a Specific Date
We register a deposit from the customer, the customer wants a receipt, there is no way to email a payment confirmation right? We have to email an Invoice, correct? Well the Invoice only allows for a specific date as the due date, or "Due Upon Receipt (of the Invoice)". We don't know when the actual install is going to happen, so we need "Due Upon Completion" and/or "TBD" and/or "Net##" Without a Specific Date.
3 votes -
Adjust Item Amount on Estimates and Invoices
Quickbooks Online allows the total of each line item to be manually entered so that the Line Item price is adjusted accordingly. As it is if I sell a job for an eaven amount rather than exact amount according to Qty x Price, I must then go into Quickbooks Online and adjust the total and then wait for it to sync back to JobNimbus.
1 vote -
Invoice informing users that only a portion is due now.
A way to send an invoice and inform customers that only a portion of the invoice is due now.
1 vote -
Make Estimates have exact same Invoice/ Work Order/ Material Order Number
Make it a sticky feature, that whatever estimate number is generated it claims the ability to use the same Invoice/Work Order/ Material Order Number automatically
1 vote -
Logging expenses more effectively inside the app
We would like a way of logging expenses more efficiently inside the app. When someone runs to a hardware store or roofing supplier to pick up some additional material we need a more efficient way of tracking this in JobNimbus. We do not want to create a material order which would require that we have the products entered into products and services. We would also like to attach the receipt as well.
2 votes -
Hide the "Item" Column on Estimate Templates
I'd like the ability to not have the item name visible on an estimate sent to the customer.
1 vote -
Master Markup function to adjust pricing for all items at once.
Today if we want to adjust our Profit Margin we have to click into every single item and adjust thousands of Markup percentages. It would be great to be able to adjust the entire catalog uniformly with one master entry.
3 votes -
Total sum of financial types
Would like to see the total sum of each financial type inside the financials tab
1 vote -
Work Orders
Work Orders with Field Options:
If we could have Work Orders with optional fields, we could use them somewhat like a checklist for each type of Work Order. I love to ask questions in fields as a reminder to our users to think and make decisions for each item in my Work Order 'checklist' so to speak. If we could custom hide fields on the specified Work Order Templates, that would get this accomplished. For example, I want to see certain fields in my General Work Orders. I have a speparate set of fields (questions) in my Shingle Roof Replacement…1 vote -
Add memo field when adding payments in Job Nimbus that syncs to Quickbooks.
It would be nice to have a "memo" field in the "add payments" tab that way I don't have to add payment and then go to QuickBooks to add the memo.
1 vote -
Select Default Template
User would like to set a default template so that he can quickly create financial documents with a pre-determined default to save time.
1 vote -
Adding Sections to estimate
I have requested this before, but couldn't find it to see status. Any way So I add a section and need to add description. The way it is set up now it is hard to see if I have my wording correct, spelling correct description complete etc. So what I do is open notepad type my description then copy and paste into the estimate. i've attached a screenshot of sections in the previous software I used. It would be great if we could do something similar
1 vote -
3 votes
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I would like to duplicate Work orders
I would like to be able to duplicate work order so that I can tweak the duplicate and send it to another trade without editing the main work order that our estimator created.
1 vote
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