JobNimbus Feedback

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Financials

How can we improve the financials?

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  1. Option To Hide Subtotal

    On estimates where we are giving several options we do not want the subtotal displaying on the bottom. It would be nice if there was an option when creating an estimate template to be able to take out the subtotal at the bottom.

    4 votes
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    Viewed  ·  1 comment  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  2. Page Numbers on Estimate

    When creating an estimate and it is longer than one page it would be great to have the pages numbered.

    11 votes
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    Viewed  ·  0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  3. Option to Hide Section Title and Amount

    On the estimate when you have a Section that is hidden, can you also hide the section title and the amount?

    4 votes
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    Viewed  ·  0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  4. Price List Integration with Major Supply Companies for Material Orders

    Having to manually input products and current prices in a market with constant changing prices is cumbersome and time consuming for creating estimates and material orders. When looking for CRM solutions for our company, one of the feature benefits other competitive CRM providers offered was supplier pricelist integration (i.e. ABC Supply Co., WestEnd, etc.). This would lift a huge burden of having to continually cross reference correct current pricing.

    11 votes
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    Viewed  ·  1 comment  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  5. A way to notate a "failed payment" on an invoice

    I wish there was a way to notate when a customer's scheduled bank ACH payment is returned NSF. We have a lot of financed customers paying monthly via automatic echeck method and we keep track of failed payments because the customer incurs fees. Right now we are adding them to the add payment anyways and they automatically revert to .01 that the customer has paid. This feature would be GREAT for us :)

    4 votes
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    Gathering Feedback  ·  2 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
  6. More Control Over Estimate Status Sync to QuickBooks

    We often have jobs with multiple revisions of a quote and multiple estimates. When this is synced with Quickbooks, it pulls over ALL estimates regardless of their status. Could we have the "denied" estimates either NOT sync with Quickbooks or at least sync to the inactive estimate status within quickbooks?

    Otherwise, we have to sort through them manually to determine which is the correct estimate to bill from etc.

    3 votes
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    Viewed  ·  0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  7. Change Orders

    If Change Orders were available (especially if they automatically updated the budget) that would be awesome! Also, if an option for attachments allowed "folders" of some sort, that would be helpful. We use attachments a lot and it gets messy with prints, photos, docs, etc all being in one place.

    12 votes
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    2 comments  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →

    We want to officially support Change Orders soon, but in the meantime most JobNimbus customers are using Work Orders to manage this work.

    As for folders, you can vote for that specific feature here: http://jobnimbus.uservoice.com/forums/136212-general/suggestions/6066331-folders-for-attachments

    Alternatively, you can use File Types to act as “folders” for your attachments. You can manage your file types by going to Settings > File Types and setting different ones, essentially what would be “Folders”, and then you can use those “folder” names (or file types) to filter your Attachments list based on those “folders”. It actually works pretty well if you have it set up right.

  8. Budget Feature to include Estimate vs Actual

    It'd be great if we had additional columns in the Budget feature that enabled entry of an estimated cost and an Actual cost, alongside the existing Budget cost. Allowing the estimated and actual costs to be entered creates a full-fledged Job Cost ability, versus just a budget amount.

    17 votes
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    Viewed  ·  3 comments  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →
  9. Total Estimate Discount Percent (%) on estimates, invoices

    Be able to have a line item availability on estimates (and invoice) at the bottom for discount percentages and dollar amounts. We give specific discounts and would like to be able to show these amounts in writing and have it calculate in the estimate and invoice based on the total of the job.

    27 votes
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    Gathering Feedback  ·  7 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  10. More Customizable Financial Templates

    For the estimates, I would like to be able to move our logo around and resize it as needed, to be able to edit the fonts of line items and not have to have a price for some line items. If a certain line item varies on the job like a permit, we would like to put -as incurred- since permits can vary or other line items as well that vary. Instead of showing 0 which would make the customer or company think they owe 0, as incurred would be much more feasible. Other options like a Microsoft Word style…

    13 votes
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    Viewed  ·  5 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  11. Save payment terms on invoice templates

    I would like to see that when I am personalizing my invoice template that I can save the terms. It appears to default to Net 15. We run on Net 30. If missed it can make a huge difference in the collections process.

    18 votes
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    3 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  12. Ability to Track/Calculate a Draw Against Commissions

    Many company's offer the sales person a draw against commission when the ACV check is collected. Job nimbus currently does not allow the calculation to record or recover that draw when the final commission is paid.

    31 votes
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    Viewed  ·  5 comments  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →
  13. Saved Budgets (Templates)

    Is there a way to set up budget templates that can be used to budget for different types of products?

    2 votes
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    0 comments  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →

    Right now, you’re able to create a budget from an estimate, and we do have “Saved Estimates” so if you build the Budget from the estimate, then you can technically do this, but we’ll look into supporting this feature.

  14. More User-Friendly Template Formatting

    The templates really need to be easier to format in certain sections. Under the special instructions, it is really time consuming right now and should be much easier to use.

    It would be great if it was much easier to use.

    14 votes
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    4 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  15. Email, Print, or PDF for Budget

    Currently there is no option to email, print or pdf a job budget which is very beneficial in forwarding to your salesforce. The work around is a printscreen which unfortunately captures everything on the screen and is not very professional. We have a Snag It program that we can use to capture just the budget flow to make things better but it would really save time if the program has this option automatically.

    27 votes
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    Viewed  ·  8 comments  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →
  16. Budget Naming

    Would be helpful to be able to manually assign a name to the budget. Currently it automatically assigns a budget number. We would like to break out our trades and create a separate budget for each (ie paint, gutters, siding). We are able to do this by creating new budgets for each, but under the financials tab the budgets are listed by the assigned number, therefore we have to go into each one to see which trade that budget is for.

    13 votes
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    Viewed  ·  2 comments  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →
  17. Add Cost, Price, Totals to Work and Material Order Tools

    Create a new checkbox for the top administrative portion when creating Work Order and Material Order templates. This would be "Cost" (what the manufacturer charges, per line item), and would be accompanied by a total Cost at the bottom, per quantity.

    7 votes
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    Viewed  ·  4 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  18. Move Estimate from Contact to Job

    It would be nice to be able to convert an estimate that was created under the Contact to a Job. The problem I'm having is when i create a contact then add an estimate then if i win the estimate i add a job then the estimate is not under the job. is there away to assign estimates to the job so i can convert in to an invoice under the job?

    34 votes
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    Gathering Feedback  ·  11 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  19. More Customizable Form in Financial Tab

    It would be nice if there was a more customizable form in the finances
    section for each job. I would like to be able to make a "Cap Sheet" for each job for the salesmen's commissions. I can almost do this with the Budget form but want to be able to subtract out any advances or draws on the same form. For example:

    Bills
    ABC Supply: $3000
    Labor- roof : $2000
    Home Depot: $50
    Total $5050

    Job Total: $12000
    Job Cost 1200
    Job Expense(bills) 5050
    Profit 5750
    Commision 2875
    4% draw ($480)
    Draw/Advances ($500)
    Commision Due 1895

    15 votes
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    Viewed  ·  2 comments  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →
  20. List of all outstanding Invoices by Client

    It would be nice to send a statement of all the invoices that are outstanding with a particular client, instead of having to send multiple invoices.

    21 votes
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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →

    We have a few users that need this feature as well. It’s on our radar and we plan to get to it mid next year.

    Sorry about the wait, but we’ll try to get it in as soon as we can!

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