JobNimbus Feedback

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Financials

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  1. 15 votes

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    Viewed  ·  0 comments  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  2. Combining existing estimates, invoices, material orders, financial records

    I would like to be able to have the ability to combine something like two estimates together, or two invoices together. Basically be able to merge financial records for each type

    4 votes

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    Viewed  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  3. COMBINE MULTIPLE ESTIMATES IN ONE INVOICE

    COMBINE MULTIPLE ESTIMATES IN ONE INVOICE

    5 votes

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    Viewed  ·  0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  4. 7 votes

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    Gathering Feedback  ·  0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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.

    7 votes

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    Viewed  ·  1 comment  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →
  6. Make Estimates have exact same Invoice/ Work Order/ Material Order Number

    Make it a sticky feature, that whatever estimate number is generated it claims the ability to use the same Invoice/Work Order/ Material Order Number automatically

    2 votes

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    Viewed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. Hide the "Item" Column on Estimate Templates

    I'd like the ability to not have the item name visible on an estimate sent to the customer.

    2 votes

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    Viewed  ·  0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  8. Master Markup function to adjust pricing for all items at once.

    Today if we want to adjust our Profit Margin we have to click into every single item and adjust thousands of Markup percentages. It would be great to be able to adjust the entire catalog uniformly with one master entry.

    5 votes

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    Viewed  ·  0 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  9. Page Breaks for template

    The ability to insert a page break into a template. We have several templates that require a break. My boss is extremely frustrated.

    16 votes

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    6 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →

    Which templates are you wanting to add a page break to?

    On certain forms, like an estimate, it seems like the page breaks would need to be conditional based on the number of line items, which would be quite tricky.

    Thanks,
    Aaron

  10. abliltiy to attach photos to work orders

    On other systems I have been able to attach photos to work orders for our technicians. They don't always have access to the system and this is very useful. Is this something you can work on?

    7 votes

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    0 comments  ·  Work Orders  ·  Flag idea as inappropriate…  ·  Admin →
  11. More customizable Templates

    I would like to be able to build a static template for our site visits that would populate from JN. I would like to be able to format it similar to the estimate form (with the different text boxes), but I can't manipulate all those areas and when I try to build a 'Document Template, there is no way to create those text boxes like the ones in the estimate template. it's frustrating because it's a simple word feature under the Developer tab, but I have to pay some other app to be able to do it here in JN.…

    11 votes

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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  12. Invoice Term: "Due Upon Completion" and/or "TBD" and/or "Net##" Without a Specific Date

    We register a deposit from the customer, the customer wants a receipt, there is no way to email a payment confirmation right? We have to email an Invoice, correct? Well the Invoice only allows for a specific date as the due date, or "Due Upon Receipt (of the Invoice)". We don't know when the actual install is going to happen, so we need "Due Upon Completion" and/or "TBD" and/or "Net##" Without a Specific Date.

    4 votes

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    Viewed  ·  0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  13. Deposits/Installments Based on Percentage

    When you create an invoice and accept a payment from the customer, you currently need to put in a dollar amount.

    It would be nice to have an option to use a percentage of the total for the deposit/installment.

    2 votes

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    Viewed  ·  0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  14. the ability to modify column size on estimate and invoice templates

    Currently, lots of space is wasted on estimate forms because you cannot modify the item column. It takes up too much space; making an otherwise one page estimate into a two page estimate. I don't like it.

    3 votes

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    Viewed  ·  0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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…

    5 votes

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    Viewed  ·  0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  16. 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.

    10 votes

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    1 comment  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  17. the ability to copy existing saved estimate and work order templates.

    Creating a new template is pretty easy. That said, we have created some fairly complex templates and would like to build new templates off those that have been saved rather than starting from scratch. Basically, we need a 'save as' option when we edit an existing saved template.

    7 votes

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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  18. Ability to combine several templates on to one estimate.

    Ability to combine several templates on to one estimate.

    3 votes

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    Viewed  ·  0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  19. 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.

    17 votes

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    Viewed  ·  0 comments  ·  Work Orders  ·  Flag idea as inappropriate…  ·  Admin →
  20. Quicker Estimates Tax Selecting

    An easier or quicker way to enter/select the tax city/amount? On a large quote, you have to click the drop down, then scroll down and select the city. possibly allow it to automatically populate with the same as all others and if you don't want a tax amount, allow just a section option within each estimate. Just possible suggestions.

    3 votes

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    1 comment  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
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