JobNimbus Feedback

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Financials

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  1. Subtotals for Sections on Estimates and Invoices

    It would be helpful if there was a way to add subtotals throughout the estimate. For example, sometimes we have to do a subtotal for roof, a subtotal for gutters and then an overall total. Is there a way to do that already?

    Thanks for the help!

    13 votes
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    Viewed  ·  3 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  2. Deposit and/or Progress Payments + Receipts

    Under Financials & Estimates, the ability to create "Payment Acknowledgements / Receipts" for deposits &/or progress payments without changing the status of the estimate to "Invoiced".

    Another great feature would be one with the ability to send a deposit or progress payment request that ties into the estimate and shows any prior payments.

    17 votes
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    Viewed  ·  4 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  3. Work Order design for sub contractors - contact info, signatures, etc.

    We use our Work Order's as the contract with the SubContractors with terms and conditions for their scope of work. Having a contractor digital signature line would make that easier.

    15 votes
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    2 comments  ·  Work Orders  ·  Flag idea as inappropriate…  ·  Admin →
  4. Auto Save For Estimates, Documents, Templates, etc.

    Twice today !!! I lost my whole estimate because I have a stupid laptop!! I would love it if the estimates i was creating would auto-save every few minutes!! PLEASE!!! I have lost more than an hour of work today!! :(

    14 votes
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    5 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →

    We definitely understand the urgency here and apologize for the lost work and time. We’re looking into this, though we aren’t able to provide an estimate of when this would be available. We’ll keep you posted.

  5. Budget feature

    I use the budget tab to calculate P&L for each contact and divide out commissions.
    I often advance portions of commissions to sales reps.
    It would be great if I could add a negative - number as commission in the budget.

    5 votes
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    Viewed  ·  1 comment  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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 →
  7. 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 →
  8. 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 →
  9. 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.

    12 votes
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    Viewed  ·  1 comment  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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 :)

    5 votes
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    Gathering Feedback  ·  2 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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.

    14 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.

  12. Editable form / table builder / checklist builder

    A simple spreadsheet like form/table (editable columns/rows) with ability to insert dropdowns/text/checkboxes, etc in columns - so that we can create checklists for our crews and support personnel. Your table insert tool in the templates section almost does it - except we don't have full flexibility to modify/insert different functions.

    13 votes
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    Viewed  ·  2 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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 →
  14. 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 →
  15. 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 →
  16. Reorder payment method options

    When applying a payment to an invoice the current default payment type is cash. For me, and I would probably guess many others, Checks would be more common. I would like to change the current static order to have Checks as default

    3 votes
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    Viewed  ·  0 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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…

    15 votes
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    Viewed  ·  5 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  18. Convert Invoice to Work Order, Other Combinations

    Currently, If you convert and Estimate into an Invoice, you cannot update the same invoice if you have to revise the Estimate ( you have to generate a new invoice or update your existing invoice manually). This creates a problem if you revise the Invoice but then need to convert it into a work order, which you can only do from an estimate.

    I suggest the option to update an invoice using an existing estimate (like how you can choose and estimate when generating a work order)
    AND/OR to have the ability to convert an invoice into a work order

    6 votes
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    0 comments  ·  Work Orders  ·  Flag idea as inappropriate…  ·  Admin →
  19. 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 →
  20. 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.

    32 votes
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    Viewed  ·  5 comments  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →
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