JobNimbus Feedback

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Financials

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  1. Built-In Measurement tool

    Would like to continue doing measurement reports manually. The system were coming from had a measurement tool included.

    Would like a built in measuring tool within JobNimbus. Would also like a way to DIY measurement reports.

    1 vote

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  2. Hide the total section of an estimate.

    The ability to hide the total section of an estimate.

    1 vote

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  3. Make Markups Visible on the customer side of an estimate

    I would like to have the option to display the markups on an estimate. So I can view the markup info when I download the .PDF version.

    1 vote

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  4. Have the Item/Section name section expand when creating financial docs

    When creating an estimate, it would be great to have a way to expand the section item name size? Much like you are able to expand the description section to be able to view more than one line.

    1 vote

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  5. Negative Payments

    the ability to record negative payments for when something during a job goes wrong (for example) and a portion of the amount paid by the customer is refunded to them. A credit memo does not work, as it does not update the amount originally paid by the customer, per the total on the "payments" tab.

    5 votes

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  6. Batch Printing

    Be able to have the option to print off invoices in batches. Logo currently has to go into each contact and print of each individual invoice.

    1 vote

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  7. Customer information not to be Italicized on financial documents

    Would like to have the option for the customer information on financial documents not to be italicized

    1 vote

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  8. Progress invoicing

    We often bill jobs based on a percent of work completed OR based on certain items being completed. If we have a $12,000 job, we will bill a $4k deposit, a 4k progress invoice and $4k on final. Alternatively, we might have 20,000 Sq. Ft. of work to do but it's being completed in phases. So we might bill out 60% of the work as a progress invoice and bill the remaining work upon completion.

    It would also be extremely beneficial to allow change orders to be added as a new "section" on the estimate and allow this to flow…

    3 votes

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  9. Checkbox for Completing Work Orders

    It would be very helpful to have a quick way to mark Work Orders completed, instead of "3 dots, Change Status, darn my mouse went too far...start over. 3 dots, darn...start over... 3 dots, gonna get it this time, Change Status, Completed. Wait until it processes. Move to the next one..."

    If we could check a box, like Tasks, that would be great. Yes, I know, Tasks are simpler and Work Orders are more complicated, but in the settings when we go through the Workflow options, we could just have an option for which status the check box corresponds to.…

    4 votes

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  10. 1 vote

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  11. 1 vote

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  12. Workorder Signatures

    Melissa would like the ability to add a signature to workorders and documents just like the estimate feature that just rolled out

    4 votes

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  13. Ability to change stamp on invoices

    Sometimes the "PAID" stamp on an invoice is not applicable, like when there are progress payments or if an invoice is cancelled. It would be nice to be able to toggle the stamp on or off on an invoice, or even have the ability to change it to another stamp. "DRAFT", "CURRENT", "CANCELLED", etc.

    2 votes

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  14. Autosave Estimates

    There should be an autosave option while creating the estimates. I'm not sure how this isn't a thing already, but think it would be very beneficial to the sales reps. We have had times they were working on an estimate, we lose internet or job nimbus goes down and it completely wipes the entire estimate they were doing and they have to start over again. Just something to take into consideration, more comforting and less time consuming. I believe an autosave just like Microsoft Word/Excel etc. have every 10 minutes is a great addition to job nimbus and should be…

    4 votes

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  15. Show monthly cost in estimates when financing

    Show estimated monthly payments in the estimates template when offering financing.

    1 vote

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  16. Show sum calculations of all invoices on the financials tab

    Allow the invoice section on the financials tab to be customized so that sum calculations can be added to the total, paid, and due columns

    2 votes

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  17. Adding new Items

    You can only add an items at the bottom of your template. It then needs to be moved up into the appropriate place in the list of items. The only way of doing that is to use the double-headed arrow on the left of the item. You can only move it up within the same screen, one step at a time. If you try to move it higher in one go, it goes straight to the top and you have to move it down again. Even my "coach" at Job NImbus admitted this is a clunky process. Not difficult but…

    1 vote

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  18. Estimate Edit & View Screens

    On estimate edit screen: Add cost total and margin columns to each line item.

    On estimate view screen: Show job cost, markup, profit, total price & total margin (in other words, have the view screen include what the edit screen has)

    1 vote

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  19. Assign a custom Material Order #

    Having the ability to change the Material Order # to a custom assigned number would be great for us and our supplier.

    We use a PO number assigned to the job and ABC Supply uses that PO to reference the materials. It gets confusing for them though, since the material order JobNimbus sets is a different number than our PO number so mistakes are made and the wrong POs are assigned to the jobs.

    1 vote

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  20. Adding an an additional template box to an estimate or document

    customer note section to be larger or add another template box to include contract veribage directly on an estimate or document or
    Adding another template note box to include contract verbiage on a document or estimate

    2 votes

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