JobNimbus Feedback

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Financials

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  1. Pictures Uploaded to Estimates Include Description / Caption

    Pictures uploaded to estimates either show the type / caption that was already on the photo, or have a place where we can enter that caption. Separate from line item descriptions.

    2 votes
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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  2. Navigation on Financials

    You should never have to hit the back button on your browser and you have to do that on your financials and work order tabs.

    2 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Carry price updates over to templates

    When product pricing is changed in the master product list the pricing doesn't change in the templates. You have to recreate each template, which seems like it kinda defeats the purpose of having the templates.

    3 votes
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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  4. Combining invoices to make a final invoice

    It would be nice to combine invoices (or other record types) to make a final invoice or some other type of record

    2 votes
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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  5. The ability to add payments to an invoice via the mobile app.

    Currently there is no way to add a payment to an invoice via the mobile app. This is extremely inconvenient that I have to add a payment at the office instead of on site.

    2 votes
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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  6. better management of work order templates

    It would be better to create and store work order templates that contain typically used list of parts in the Templates window. Currently you can make work order format templates, but you have to create a dummy contact and store work orders that are to be used to populate a new work order.
    Doing this in the Templates window makes it consistent with all other templates. I'd like to see something like "Work Order Content Templates" where you would create and edit them as needed.

    1 vote
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    Viewed  ·  0 comments  ·  Work Orders  ·  Flag idea as inappropriate…  ·  Admin →
  7. More Comprehensive Estimates

    Currently Using SumoQuote and the customer feedback is amazing. Please have the ability to combine all documents to show true value to customer. I have attached a simple example. I would be willing to pay an addtional total of $50/month for this feature. I already pay over $100/month with SumoQuote

    1 vote
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    Viewed  ·  0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  8. Ability to combine several templates on to one estimate.

    Ability to combine several templates on to one estimate.

    1 vote
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    Viewed  ·  0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  9. Estimate drop downs in alphabetical order

    In products & services the items are in order but in the drop down menu when creating an estimate they are our of order.
    Example:
    Steep 07/12
    Steep 08/12
    Steep 09/12
    Steep 10/12

    vs
    Steep 10/12
    Steep 08/12
    Steep 07/12
    Steep 09/12

    2 votes
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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  10. Budget CSV Export

    Budgets are a great tool, but would be much better with the simple ability to export it like a report.

    2 votes
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    1 comment  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →
  11. Further Cost Breakdown on estimates

    Would be nice to see the total cost before mark up on the estimates allowing for more accurate budgeting on the actual costs. Right now the estimate breaks things into the categories but it does not break them down as actual cost before mark up. This would help when working with bids on subcontractors to see who falls in line and where materials ran over with a quick glance.

    1 vote
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    Viewed  ·  0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  12. Auto Save Drafts - Financials, Contracts and Activity

    I am frustrated with the fact that if you forget to save a estimate they is no "safety net". There should be a way that Nimbus could automatically SAVE a draft just like a email draft is saved. Please note the same should apply to Activity. There should be an automatic SAVE
    or draft as sometimes an email is a work in progress.
    I would greatly appreciate feedback on this subject. I am in the nimbus program daily.

    4 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. A commission sheet that i can print off for salesman

    I really wish there was a section where I could print off a commission sheet for salesman. Right now I am building one in the budget form for them and then printing it. There is not a print button in this section and it makes it very difficult. We would also like the option of net profit.

    49 votes
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    7 comments  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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.

    2 votes
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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  15. Video upload to explain work orders to subs

    Allow us to save videos. this will help when creating a WO we can show our subs exactly what we want.

    1 vote
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    Viewed  ·  0 comments  ·  Work Orders  ·  Flag idea as inappropriate…  ·  Admin →
  16. a way to easily insert new line items

    I have a long template estimate and if i want to add a line item i have to go all the way to the bottom add the item, and drag it back to the top so its in order.

    If there was a way to insert a line item directly under another one instead of going to the bottom of the page, that would speed up the estimate writing process.

    2 votes
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    2 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  17. Being able to store contracts as template types and having customer signature options so we can send it, they could sign and send back.

    Being able to store contracts as template types and having customer signature options so we can send it, they could sign and send back.

    1 vote
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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  18. 1 vote
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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  19. Ability to Create an Estimate while Offline

    Ability to Create an Estimate while Offline

    1 vote
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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  20. Copy work orders or tasks

    It would be extremely helpful to our business, if when you create a work order (or tasks), you can click on the ellipsis next to the work order (or task) and have an option to "copy" the work order. It would be such a huge time saver to create a copy and just go in and edit the items that you need to. Some jobs have multiple work orders assigned to the same people and only need slight modifications, compared to other similar work orders.

    1 vote
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    0 comments  ·  Work Orders  ·  Flag idea as inappropriate…  ·  Admin →
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