JobNimbus Feedback

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Financials

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  1. Collaborative editing on Estimates

    Ability to have a back and forth conversation about specific line items etc. Think Comments in Google Docs.

    1 vote
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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  2. Third Notes section on Financials

    Need a third notes section for Crew Notes. I use the other two notes fields for other data.

    1 vote
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    Viewed  ·  0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  3. Auto Expanding Notes areas on Financials

    We use a lot of notes and have to manually expand the notes sections to see all of the data. It should just auto expand to the size of the note so it can quickly be read without having to resize first and potentially miss some of it.

    1 vote
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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  4. Sub-Sections under Sections on Financials

    Ability to have sub-sections under sections on Estimates, Invoices, Material Orders, and Work Orders.

    1 vote
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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  5. use different templates in additional section

    I like to write multi phase Estimates showing pricing for each aspect of a project. Like Roof, Siding, Soffit, Gutters. This allows the customer to see total job and phase pricing and decide the best route for them. I don't see a way currently to blend multiple templates.

    1 vote
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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  6. ability to "protect" certain invoice statuses

    It would be awesome if there was a feature that allowed Admins to put an invoice into a protected status so that up until that point, other team members could edit it, but after it goes into the status, other people with "limited" permissions profiles couldn't edit or delete the invoice. For example, let's say anyone can edit or create an invoice in Status 1, Status 2, and Status 3. Then, only an Admin user can put the invoice status to #4, and once it's in Status 4, limited access profiles can no longer edit the invoice.
    Another take on…

    1 vote
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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  7. 1 vote
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    0 comments  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  8. Estimates - Ability to duplicate

    I created a Parts List from the estimate template. We use it to create a detailed parts list for the job. Many of our jobs are very similar, so rather than have to build them from scratch each time. It would be very useful to clone an existing parts list and insert it into another job. Then simply edit quantities or adjust items as necessary.

    1 vote
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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  9. Estimate - assign vendor

    Would it be possible to add a drop-down menu to the estimate that would list the vendor you plan to purchase from? For example, if we are building a roof estimate and plan to get our metal from "Tennison Brothers" but our shingle material from "Spec", could we list it then? That way, when we convert to a purchase order, it knows that it needs to convert it to two separate purchase orders? Thoughts?

    2 votes
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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  10. Ability to Restrict or Password Protect Editing of Templates

    We need the ability to restrict who can edit a saved template (not a Design Template, as we already know a restriction exists for those), either through the access profiles or through password protection. This would have to be a restriction that is separate from the current restrictions, because there are people that still have the need to create and edit documents (estimates, material orders, etc.) by using and modifying the template for that particular instance, without needing the ability to edit the saved template itself. Our saved templates have been inadvertently modified due to lack of this separate restriction,…

    2 votes
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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  11. Estimates - faster loading/faster in general

    when I save estimates or try to edit them it takes up to 30 seconds for it to load sometimes longer. not sure if ya'll are aware. I see another user posted a similar critic. I understand it may not be a widespread problem but i am having the same issues on different devices on different internet connections.

    2 votes
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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  12. Estimates - Button to mark it sent

    I'm new to JN.. when I create an Estimate, I keep forgetting to go in and mark it "sent". Could you put visible buttons on the right-hand side or something where we can easily mark it sent or whatever.

    1 vote
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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  13. Budget Quickbooks Sync with Material Orders

    there is no link between material order amounts and the rest of the crm.

    There needs to be the ability to pull a report with the actual numbers, sync those to QB, or at least push them to create a budget. You are forcing double entry because I cannot find any way to push the data - even internally - to be useful. As a result, we still have to cost everything out of quickbooks. I could get a contact sync to quickbooks anywhere - this is really disappointing.

    2 votes
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    1 comment  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →
  14. 58 votes
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    13 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  15. Convert Material Order to Budget

    My company could really use a "job costing" feature. Basically it does the same thing as the Budget, but it communicates with the Material Order or Work Order. I need something that allows me to input a total contract price and then calculates my overhead as a percentage of that price. Then it imports my Material Order and subtracts those costs from the total, allows me to input labor costs, and can calculate other fees based on the number of roofing squares. We use an excel spreadsheet for our job costing (or Precap) but we have to double enter the…

    1 vote
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    0 comments  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →
  16. 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.

    1 vote
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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  17. Estimates - Duplicate Sections

    Would be great if I could be able to duplicate sections and then I would just have to change or enter quantities.

    Also, when you create an invoice from a work order, the taxes aren't pulled into the invoice. All invoices have to be created from estimates. Would make it easier if estimates, work orders and invoice were integrated a little better.

    Also, when you add payments at the bottom of the screen, it doesn't automatically update the invoice that was created and allow you to submit new invoice with the payment and remaining balance. In order to do this,…

    1 vote
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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  18. Deleting images inside template Library

    How do we delete images on email template library?

    2 votes
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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  19. Estimate type

    Please add a Type field to the estimate that is viewable on the main financials page

    1 vote
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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  20. Approval of commission in budget & reports

    Please add an option of "Mark Approved" on the budget commission this way We can have a report filter that will show us what job commissions are to be paid instead of just a list of all unpaid commissions

    1 vote
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    0 comments  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →
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