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JobNimbus Feedback

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Financials

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How can we improve the financials?

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309 results found

  1. 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.

    38 votes
    4 comments  ·  Templates  ·  Admin →
    How important is this to you?

  2. 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.

    54 votes
    Viewed  ·  5 comments  ·  Budgets & Job Costing  ·  Admin →
    How important is this to you?

  3. More User-Friendly Template Formatting

    The templates really need to be easier to format in certain sections. Under the special instructions, it is really time consuming right now and should be much easier to use.

    It would be great if it was much easier to use.

    33 votes
    4 comments  ·  Templates  ·  Admin →
    How important is this to you?

  4. Email, Print, or PDF for Budget

    Currently there is no option to email, print or pdf a job budget which is very beneficial in forwarding to your salesforce. The work around is a printscreen which unfortunately captures everything on the screen and is not very professional. We have a Snag It program that we can use to capture just the budget flow to make things better but it would really save time if the program has this option automatically.

    71 votes
    Viewed  ·  10 comments  ·  Budgets & Job Costing  ·  Admin →
    How important is this to you?

  5. Budget Naming

    Would be helpful to be able to manually assign a name to the budget. Currently it automatically assigns a budget number. We would like to break out our trades and create a separate budget for each (ie paint, gutters, siding). We are able to do this by creating new budgets for each, but under the financials tab the budgets are listed by the assigned number, therefore we have to go into each one to see which trade that budget is for.

    45 votes
    Viewed  ·  3 comments  ·  Budgets & Job Costing  ·  Admin →
    How important is this to you?

  6. Inventory Management

    would be great if we could keep track of our inventory

    66 votes
    Viewed  ·  11 comments  ·  Admin →
    How important is this to you?

  7. Link Work Order to Job Scheduling

    If it would be possible to schedule a job directly from the work order, this would eliminate the double entry work of creating a work order and then scheduling the actual job/task.

    15 votes
    2 comments  ·  Work Orders  ·  Admin →
    How important is this to you?
    Gathering Feedback  ·  AdminJobNimbus (Product Manager, JobNimbus) responded

    Hi Janice!

    I’d like to know a bit more about what you’re looking for here. Is it that you want to be able to schedule on a work order (already possible) but have it pass over to the parent job (currently not possible)?

    Let me know if that sounds about right or if I’ve got it wrong, and we’ll see what we can do to help out.

    Thanks!
    -
    Brad
    JobNimbus Support
    855-964-6287

  8. Add Cost, Price, Totals to Work and Material Order Tools

    Create a new checkbox for the top administrative portion when creating Work Order and Material Order templates. This would be "Cost" (what the manufacturer charges, per line item), and would be accompanied by a total Cost at the bottom, per quantity.

    20 votes
    Viewed  ·  4 comments  ·  Templates  ·  Admin →
    How important is this to you?

  9. More Customizable Form in Financial Tab

    It would be nice if there was a more customizable form in the finances
    section for each job. I would like to be able to make a "Cap Sheet" for each job for the salesmen's commissions. I can almost do this with the Budget form but want to be able to subtract out any advances or draws on the same form. For example:

    Bills
    ABC Supply: $3000
    Labor- roof : $2000
    Home Depot: $50
    Total $5050

    Job Total: $12000
    Job Cost 1200
    Job Expense(bills) 5050
    Profit 5750
    Commision 2875
    4% draw ($480)
    Draw/Advances ($500)
    Commision Due 1895

    26 votes
    Viewed  ·  2 comments  ·  Budgets & Job Costing  ·  Admin →
    How important is this to you?
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