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JobNimbus Feedback

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Financials

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401 results found

  1. 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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    0 comments  ·  Payments  ·  Admin →
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  2. 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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  3. Set expiration date for estimates

    We want to be able to set estimates to expire after a certain time frame.

    19 votes

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  4. Approve

    When sending an estimate the customers to have the ability to click approve estimate or decline
    Kinda like quick books does

    1 vote

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  5. Searchable sections

    Make sections able to be searched for. This way you can have a bundle of line items under a section name that represent something, like changing a skylight for example that will have material and labor line items pop up under it, then be able to choose a quantity for the section and a markup per section (we have different margins for different trades). It feels like the smart estimates are trying to do this, but this would be a great supplement to that and make a large portion of the other features in JobNimbus a lot more helpful.

    2 votes

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  6. Increase maximum sections on Estimate Templates

    I would like to be able to have more than 25 sections on my estimate templates.

    1 vote

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  7. DESPERATELY NEEDED ADDITION TO THE PRODUCT CATALOG AND QUOTES FUNCTION

    Adding a section on each line item to add internal notes such as bulk cost breakdowns, part numbers, last time pricing was updated notes, etc. BuilderTrend has this functionality and it is so helpful in both the price catalog and when writing quotes.

    5 votes

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  8. Move financials between jobs

    Ability to move financials between jobs

    1 vote

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  9. Bold and Italicize Description

    Be able to Bold and Italicize certain words within the descriptions so that things are clearly visible and can make for easier communication and understanding of the descriptions.

    3 votes

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  10. Late fee after no payment by a certain date

    Please have a way to add a late fee after payment isnt made by certain date

    6 votes

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    Viewed  ·  1 comment  ·  Payments  ·  Admin →
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  11. Products & Service supplier details

    For the materials, it would be awesome to have all the details about the products, including the ability to add photos to the product itself (not just the estimate, so it can be reused);

    Adding vendor contact/ order info, including hyperlinks to their websites so ordering materials is much faster with a few clicks.

    Adding internal notes for anything else, like last updated pricing, Part Numbers or things you just don't want the client to see.

    2 votes

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  12. Why doesn't signature status update the estimate status?

    If the signature status on an estimate is modified to fully signed, why would this not automatically update the estimate status to approved? That's the whole point of requesting a signature. This isn't even possible through an automation. The signature requests are clunky as is, but we require them on some jobs for liability reasons, but we have an automation that creates a task when the estimate is marked as approved but this doesn't happen if the signature status doesn't update the estimate status.

    1 vote

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  13. line item list

    It would be really helpful to have a place where we could have a pricing list for all of our billable items. We can currently access them in financials when you type in the line item. Is there, or could you add a place where you can access all of those in one list or spreadsheet?

    1 vote

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  14. Work Order Attachment

    The ability to attach photos to a work order before it goes out to the installer.

    2 votes

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    0 comments  ·  Work Orders  ·  Admin →
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  15. Be able to record commission overrides

    Setup budget feature to track override commissions. There should be a separate configuration in the system for sales managers to designate an override amount so whenever anyone from their team gets a deal, they get a percentage.

    6 votes

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  16. Ability to edit split payment dates after the first payment is recorded.

    We need to be able to edit the payment dates on an invoice with split payments after the first payment has been recorded. Right now, once a payment has been applied you can't edit the other payment dates.

    11 votes

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  17. 5 votes

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  18. Show old format when making revisions

    I would like to see old estimate format when making revisions. If it were to pull up in a separate window, that would be helpful

    1 vote

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  19. Sort Option for EVERY Section

    Every section of JobNimbus should have the ability to sort by status. We run into this issue a lot where we're working with a customer (ex. a major builder account) with many jobs. To have the ability to look under Financials and sort by "Open" or "Sent" invoices would save a ton of time. But the same thing is true for estimates, work orders, etc. Sort by status.

    1 vote

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  20. Customer info on withdrawals

    I would like to include the customer name on the withdrawal reports in the JobNimbus payments portal.

    1 vote

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    0 comments  ·  Payments  ·  Admin →
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