JobNimbus Feedback

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Financials

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  1. Email Subject Line Override on Financial Documents

    The ability to have the email subject line populate instead of the default when sending an email from the financial documents directly.

    1 vote

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  2. Apply credit to budgets

    Would like to be able to apply negative dollar amounts to budgets to reflect credits (ie material credits)

    2 votes

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  3. The ability to text the invoices over to clients.

    The ability to text over the estimate to the client for them to pay on their phone.

    2 votes

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  4. PDF's compatible with Blue Beam

    Would like to be able to have all PDF's created from JobNimbus compatible with Blue Beam, which is what our customer uses to view all PDF files.

    1 vote

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  5. Enable Customer Autopay

    The ability to enroll homeowners in an autopayment plan, so that when we set terms as due monthly the customer doesn't have to manually make that payment each month.

    1 vote

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  6. Change Order of Template Drop Down.

    The ability to change the order of the template drop down menu when making an invoice.

    1 vote

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  7. Ability to adjust Documents sizes

    Have the ability to change the view of documents to a larger scale. Currently, documents such as estimates and invoices are too small and hard to see.

    1 vote

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  8. Delivery Date for Material Orders

    Would like to be able to track Delivery Date on Material Orders and see that able to be referenced in our templates, reports and automationsfor related records as well.

    4 votes

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  9. The ability to move an estimate from a customer to another job; ie: change the customer on the estimateThe ability to duplicate an estimate,

    I would like the ability to update a customer on an estimate or invoice
    related, also: The ability to duplicate an estimate, and then edit the job/ customer

    17 votes

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  10. 2 votes

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  11. Remove Subtotal and Total from Estimates

    It would be great if estimate templates were more customizable so that we can remove total/subtotal from estimates when necessary.

    2 votes

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    We are adding some display functionality in estimates that allows for showing/hiding totals and section totals. This will be ready in the next 3-4 weeks.

  12. Ability to remove the need to approve estimates

    It would be nice if would could choose whether or not estimates need to be changed to approved after coming in to JobNimbus.

    1 vote

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  13. Custom Invoice

    In a custom invoice report: It would be helpful to have an option that shows the number of days between the invoice created and paid.

    1 vote

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  14. Use a negative number in budgets

    It would be helpful if we could add negative numbers to a budget for something like a material return.

    7 votes

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  15. Rename Surcharge on Invoices

    When using Global Payments and passing the fee on to the customer it automatically calls it a surcharge. It would be nice to be able to rename that category in case we would like to call it something different. In Texas you're not allowed to charge customers the credit card payment fee, so we usually call it something different.

    1 vote

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  16. Line items only on custom document templates

    When loading an estimate into a custom document, the ability to only show line items instead of all the extra information on the estimate template.

    1 vote

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  17. 3 votes

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  18. estimate templates

    We need to be able to create estimate templates in SETTINGS and not at the job level. I just spent hours creating an estimate template and mistakenly clicked out of it before saving it as a template and now I have to redo the entire **** thing. So frustrating. Why is this at the job level and not the global level? Why can't we turn an estimate into a template? This seems like such a simple thing.

    9 votes

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  19. Change Date of Commissions Marked Paid

    I need to be able to change the date of a commission marked paid. If one is missed, then marked paid when it is found, it messes up the financials of that month/quarter, etc. There should be a dated to choose of marking paid.

    8 votes

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  20. Add digits after decimal on price.

    Needs the digits on pricing to be more than just the two digits after the decimal point for insurance purposes.

    3 votes

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