JobNimbus Feedback

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Financials

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  1. See Boards in mobile app

    Be able to have the capability to view and possibly drag and drop jobs and move them along in the process.

    2 votes
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    Viewed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. 1 vote
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    Viewed  ·  0 comments  ·  Work Orders  ·  Flag idea as inappropriate…  ·  Admin →
  3. on invoice and work order pages

    could i get the phone number and email address on the invoice just under the name and address of client ??

    1 vote
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    Viewed  ·  0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  4. Visible split payments for customers to see

    Visible split payments for customers to see.
    When I have a payment plan for an invoice, I would like to be able to send the invoice once and for the customer to see the breakdown (Not in the special notes).
    For example - if today is 2/28
    1st payment - $1500 due 3/1
    2nd payment - $4500 due 3/10
    Final payment - $2000 due 3/15

    The split payment terms doesn't work that way.

    7 votes
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    1 comment  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  5. WO showing cost

    Show cost on WO. this will allow the sub to see what they are getting paid. or at least make it a option. If it is already a option then make it easy to find in setting.

    3 votes
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    1 comment  ·  Work Orders  ·  Flag idea as inappropriate…  ·  Admin →
  6. Eagleview and Xactimate

    The integration is great to have the report come in but converting eagle view data into a work order and or material order by creating a table from eagleview in order to create a generic order for material and labor would allow the flexibility for ordering. This would be a better strategy for Job Nimbus instead of focusing on supplier specific integrations which could later used once the order is created. Currently we are translating from document to data to document. This would the same issue with bringing in xactimate as a document vs data

    4 votes
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    0 comments  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  7. Product service update

    When I update a price or product information it would be nice if the templates automatically updated instead of me having to go in and redo every single template because the price change doesnt update automatically

    1 vote
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    Viewed  ·  0 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  8. Custom Estimate Fields

    You have custom work order fields and custom invoice fields but not custom estimate fields. It would be great to have them available on the estimate and then be able to have the option to carry that info to the work order and then to the invoice. There are things that you need to capture on an estimate and be able make them mandatory. It isn't practical to use the custom contact or custom job fields to enter the info because the info may not be known at the time of entering the contact and job info. In the gutter…

    3 votes
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    Viewed  ·  0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  9. Comissions Based on Customer Payment

    We pay sales commissions as the customer pays progress payments. Is there a way to track commission based on customer payments?

    3 votes
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    1 comment  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →
  10. 2 digit year when posting payments

    Is there a way you can change the program to accept 2 digit years when posting payments, currently it requires the entire 4 digits unless you use the calendar. As the bookkeeper posting payments all day long, this is the only program I use on a daily basis that requires 4 digits

    1 vote
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    Viewed  ·  0 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
  11. Set Payment Due

    On our templates for invoicing I would like to be able to sent payment due upon receipt currently it is set for net 15 and cannot be changed.

    6 votes
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    1 comment  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  12. 3 votes
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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  13. Multiple Budget Templates

    Would like to have multiple budget templates available. This should be an easy thing to code and will allow us to have different people on different compensation models.

    2 votes
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    Viewed  ·  0 comments  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →
  14. Ability to toggle UoM on or off when building an estimate

    I would like the ability to either toggle the unit of measure on or off on each estimate. Right now I have the ability to turn it on and off in the settings but that changes all the estimates. Can we have that option/ability when building each new estimate?

    2 votes
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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  15. Add extra columns for total estimates, invoices, margin, and budget not just most recent.

    Add extra columns for total estimates, invoices, margin, and budget not just most recent.

    1 vote
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    Viewed  ·  0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  16. Job Costing between QBO & JN.

    Job Costing between QBO & JN.

    2 votes
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    Viewed  ·  0 comments  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →
  17. Printer Friendly Pages

    the digital world is great ans all but some things still need a paper being sent every now and then, however most pages within the application cannot be printed (you can but they are not acceptable) please fix

    2 votes
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    Viewed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. View pdf in activity how it is in desktop so you could click on a highlighted invoice or email attachment in the notes/activity

    View pdf in activity how it is in desktop so you could click on a highlighted invoice or email attachment in the notes/activity cause when I look especially for an email attachment I cannot find it on mobile the only other option I have is to carry my laptop everywhere which sometimes I forget in my office or its dead and I cannot view the items if I need to real quick.

    1 vote
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    Viewed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. Due dates for material or supplier bill payments that way we have a reminder to notify us

    Be able to have a notification and set a due date for material payments through the material orders.

    1 vote
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    Viewed  ·  0 comments  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  20. ability to attach pdf to work order

    Would like to be able to attach pdf's to Work Orders (currently can only attach photos). I have to either retype the entire scope into the work order or follow up every Work Order with an email attaching the scope. Sad face for the double work.

    13 votes
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    Viewed  ·  0 comments  ·  Work Orders  ·  Flag idea as inappropriate…  ·  Admin →
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