JobNimbus Feedback

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Financials

How can we improve the financials?

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  1. Custom Invoice Numbers

    We are loving Job Nimbus so far but there are a few things that I would love to see different. When using Invoice numbers, we use a distinct number to identify a property address. We actually use the # address part of the address. For example, 150 Johnson Farm Rd. The invoice # we use is 150-5012. The 5012 is the auto incremented invoice id #. I have added a custom contact field for every contact that will contain what I would like to see on our invoices. The only fields that you offer for invoice number is the year,…

    2 votes
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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  2. Sales Orders/Work Orders report to track what's left, auto-complete when Invoice is created

    QuickBooks has a great functionality that allows us to create a sales order from an estimate. There is a report that shows all open sales orders and the dollar value of each. When an invoice is created from that sales order the sales order is automatically closed and the sales order is no longer on the list. It is very important to us as the open sales order report keeps track of what jobs need to be completed and, more importantly, tells us how much work there is ahead of us.

    If Job Nimbus could follow this same setup it…

    4 votes
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    Viewed  ·  1 comment  ·  Work Orders  ·  Flag idea as inappropriate…  ·  Admin →
  3. Total Payments Received on Payments/Financials

    When you get multiple payments from customers due to large jobs it would be nice to see the running total of payments on the payment screen so you do not have to sit and add them all up.

    2 votes
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    0 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
  4. reference to show to which estimate is budget allocated

    it would be good when doing budget from estimte so that there is a description box in budget so I can see from which estimate is this budget made. we have jobs with some having 10-20 estimates and the same amount of budgets and it would make it much easier to allocate them

    1 vote
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    0 comments  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →
  5. Headers and Footers in Document Templates

    It would be great if the template maker had an option for headers/footers or if it went page by page instead of one continuous document being split up wherever the paper ends. Every time we have to make change in the document it throws off the entire format because our headers/footers that we have to insert manually wherever the page should begin and end get split.

    4 votes
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    Viewed  ·  1 comment  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  6. Automatic Recurring Invoicing

    The ability to invoice clients automatically on a set date once a month. That way your company can have a steady cash flow, and so can your employees.

    2 votes
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    Viewed  ·  0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  7. Budget Customize Setting

    We would love to be able to customize the budget section under financials tab. Just like you can customize the "Credit Memos" and "Invoices" it would be helpful if you could do the same for budget. If that isn't possible at least putting "proposed price" on that section so that you can see at a glance what the proposed or for us sold price of the job was (see attachment for clarification). Also being able to add change orders into the budget would be super helpful.

    1 vote
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    0 comments  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →
  8. Notes for Invoices

    Why can't we add notes to invoices? Specifically for the ability to tag a team member and keep the conversation attached the relevant invoice instead of tagging on customer notes and sifting through random information.

    2 votes
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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  9. Option for 'Related Contacts' to Work Order and Material Order templates

    We would like our installers to have the homeowner contact information. They are often not the primary contact. If we could choose from the related contacts like we do in a document that would be great.

    1 vote
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    Viewed  ·  0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  10. The ability to upload existing company documents into the Templates, to create a Template from

    During setup, or even later, if I create a document for my company's use, and then want to make it a Template so that I can use JobNimbus functions with said document, I have to literally rebuild the document in your editor, which is time-consuming. I already spent the time to make it once, so I'd like to use it as is.

    Even something simple like uploading a PDF and tagging the areas to insert short codes (not requiring editing of the text/format of the PDF) would be very helpful.

    13 votes
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    Viewed  ·  0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  11. Adding receipts of purchases made for jobs

    There should be a way to add receipts of purchases made for jobs without having to input all the lie item descriptions. Or is this already set up?

    2 votes
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    0 comments  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  12. Editable Approval Date for Estimates

    Having the ability to manually select an approval date. Currently when you approve an estimate, it automatically selects the date that the estimate was marked as approved. If a customer confirms the job as accepted on a Saturday, then the estimator won't mark it as approved until Monday. Considering that, the sale won't be applied until that workweek.

    4 votes
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    Viewed  ·  0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  13. Options List in Template Questions

    Options was taken out of the template questions area just a few days ago because it did not work. It shoudl be a easy fix to get it back in as it is an option on the Contacts Fields and Job Fields. In order to create good templates for field use, this option is highly needed! Also, the Boolean (Yes/No) option only displays "Yes" if checked, it does not display "No" if left unchecked on template questions.

    Please get both of these items fixed. I should not be forced to use 3rd party integrations when I can create custom forms…

    7 votes
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    2 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →

    Confession: The Options List was added to Template Questions unintentionally, which is why it was never tested and wasn’t functional. It was removed in order to provide time to evaluate it and make a conscious effort to decide whether to add it back in or not.

    We will attempt to address this issue, as well as the Boolean type in future updates to the system.

  14. Warning When Attempting to Edit, Attach to Contacts/Jobs that are Archived

    Have a pop up on Paid and Closed clients when someone attempts to add an attachment?
    We are running into an issue with invoices added to the job after it is closed - which we can adjust - but the person needs to be informed it is Paid and Closed so they can contact the office.

    The pop-up could say, "Paid and Closed Client. Do you wish to proceed?"

    17 votes
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    Viewed  ·  0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  15. Ability to attach pictures and attachments to an invoice

    Some how connect this feature to a template capability.

    5 votes
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    Viewed  ·  0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  16. Custom Statuses for Material Orders

    The status of a Material Order automatically shows as "Draft" upon entry without an option to change it to "Open" like I can when I enter an invoice in JobNimbus Invoices. It would be nice to have a feature to change the status manually to "Open" and etc. like seen on JobNimbus Invoice so we can track the progress of the order better and quickly see the status.

    3 votes
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    Viewed  ·  1 comment  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  17. An option for the supplier/subcontractor address on material orders and work orders

    An option for the supplier/subcontractor address on material orders and work orders.

    5 votes
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    Viewed  ·  0 comments  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  18. Custom Fields For Financials Templates

    Let us put custom fields on estimates, material orders, and invoices.( that way we can put in colors, delivery dates, and other options.

    7 votes
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    2 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  19. Edit an Estimate and then Save as Template.

    The save as template is a great function except it isn't available once the Estimate has been saved.
    Please make Save as Template available when editing an already saved estimate.

    4 votes
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    Viewed  ·  2 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  20. Customer approval for Estimates

    If customers could sign with their finger on phone or tablet an approval for the estimate that was just sent to them and alert you right away.

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