Financials
414 results found
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Attach photo to payment
It would be great if there was a way to attach a photo to a payment in JobNimbus in the financial tab. For example, if we log a check payment, being able to attach a photo of this check directly to the payment would be very helpful.
1 vote -
Split Payments show as Paid
I would like to create an invoice that shows it as "paid" when there are split payments and the other payment isn't owed till later.
1 vote -
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 -
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 -
Invoice DUE Date Added to Invoice Section of Financials Tab
On the financials tab under invoices, it only shows the invoiced date, which is partially helpful. The biggest need is to see the DUE DATE right on that section. This is a HUUUUUUUUUUUUUUGE need!
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…12 votes -
Allow photos to be integrated into estimates
The ability to include uploaded photos into an estimate.
9 votes -
1 vote
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Custom Invoice status's
Ability to create a new status's eg.(Workmanship Pending, Leak Eval, Refusing, No Answer, Wants Credit, Sent check, Requesting Supervisor etc)
This addition would make it easier to categorize pending payments without needing to use additional software as well as allow for automations and detailed invoice reporting
Even if it has to be a different category name "Reason not paid" status1 vote -
back to financials page
From an estimate or invoice I want to be able to go back to financials page instead of having to route back through the job or to the board.
I want the same thing from the Work orders page.
3 votes -
Change warning message text for when a user tries to edit an existing estimate
there's a warning message when I try to edit a voided estimate that says the estimate is approved, even if it was never signed.
1 vote -
Integration for Point of Sale card swipers
Add integration for point of sale swipe systems like Square or BBPOS
2 votes -
1 vote
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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 -
Set expiration date for estimates
We want to be able to set estimates to expire after a certain time frame.
20 votes -
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 Amount2 votes -
Approve
When sending an estimate the customers to have the ability to click approve estimate or decline
Kinda like quick books does1 vote -
6 votes
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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
7 votes -
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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