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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. Split payments by amount

    Would like to be able to change the invoice split payment by exact amount, not just percentage

    34 votes
    3 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  2. Smart Estimates Upgrade

    It would be so much quicker if each item had its own formula for calculating material. For that, a "measurements" tab would allow to enter all measurements for a job, then when creating an estimate, each item could be easily calculated using their own formulas and the measurements provided. The way it works right now is cumbersome, and it does not integrate with my saved estimate templates. When a similar material item has different coverage (one would cover 20' and the other would cover 33') I need to create a whole new smart estimate to account for that small change.

    3 votes
    0 comments  ·  Estimates & Invoices  ·  Admin →
    How important is this to you?

  3. Organized Products & Services List when adding items to Financials

    Products & Services dropdown list when adding items to financials should be alphabetical, or at least organized in the same way every time.

    3 votes
    0 comments  ·  Products & Services  ·  Admin →
    How important is this to you?

  4. Allow photos to be integrated into estimates

    The ability to include uploaded photos into an estimate.

    11 votes
    2 comments  ·  Estimates & Invoices  ·  Admin →
    How important is this to you?

  5. Edit Smart Estimate PDF layout

    Add ability to edit the layout for smart estimates once they are generated

    2 votes
    0 comments  ·  Estimates & Invoices  ·  Admin →
    How important is this to you?

  6. CRITICAL NEED!! - ESTIMATE TEMPLATES DO NOT SYNC WITH PRODUCTS & SERVICES! ACCYLYNX DOES THIS! WHY CAN'T JOB NIMBUS?

    We are a 42 yr Roofing Company out of Portland, OR.
    We've used Acculynx for the last 9 years and are finally switching!
    I am currently integrating and setting up our business in Job Nimbus.

    Products & Services (Material & Labor Items):
    Love how I can sync a CSV file or Google Sheet to QBO, and again sync QBO to Job Nimbus to continuously populate new pricing. This is huge with how crazy our industry has felt the burden of constant price increases from our suppliers.
    My main roofing supplier sends me a material spreadsheet with 5k line items with…

    14 votes
    4 comments  ·  Estimates & Invoices  ·  Admin →
    How important is this to you?

  7. Customer info in balance details on JobNimbus Payments

    It would be great if the balance details section on JobNimbus Payments show some kind of identifier for the customer

    2 votes
    0 comments  ·  Admin →
    How important is this to you?

  8. Accept/Apply payment to multiple invoices on Mobile

    I'd like to be able to apply a payment to more than one invoice or split the payment between multiple invoices.

    3 votes
    0 comments  ·  Payments  ·  Admin →
    How important is this to you?

  9. Invoice DUE Date Added to Invoice Section of Financials Tab

    On the financials tab under invoices, it only shows the invoiced date, which is partially helpful. The biggest need is to see the DUE DATE right on that section. This is a HUUUUUUUUUUUUUUGE need!

    2 votes
    1 comment  ·  Estimates & Invoices  ·  Admin →
    How important is this to you?

  10. DESPERATELY NEEDED ADDITION TO THE PRODUCT CATALOG AND QUOTES FUNCTION

    Adding a section on each line item to add internal notes such as bulk cost breakdowns, part numbers, last time pricing was updated notes, etc. BuilderTrend has this functionality and it is so helpful in both the price catalog and when writing quotes.

    9 votes
    1 comment  ·  Products & Services  ·  Admin →
    How important is this to you?

  11. Products & Service supplier details

    For the materials, it would be awesome to have all the details about the products, including the ability to add photos to the product itself (not just the estimate, so it can be reused);

    Adding vendor contact/ order info, including hyperlinks to their websites so ordering materials is much faster with a few clicks.

    Adding internal notes for anything else, like last updated pricing, Part Numbers or things you just don't want the client to see.

    4 votes
    0 comments  ·  Products & Services  ·  Admin →
    How important is this to you?

  12. Logo wants to attach documents directly to work orders

    2 votes
    0 comments  ·  Work Orders  ·  Admin →
    How important is this to you?

  13. back to financials page

    From an estimate or invoice I want to be able to go back to financials page instead of having to route back through the job or to the board.

    I want the same thing from the Work orders page.

    3 votes
    0 comments  ·  Estimates & Invoices  ·  Admin →
    How important is this to you?

  14. Set expiration date for estimates

    We want to be able to set estimates to expire after a certain time frame.

    24 votes
    2 comments  ·  Estimates & Invoices  ·  Admin →
    How important is this to you?

  15. Work Order Attachment

    The ability to attach photos to a work order before it goes out to the installer.

    4 votes
    0 comments  ·  Work Orders  ·  Admin →
    How important is this to you?

  16. Ability or button that would auto update product and services when pulled from saved estimates.

    Ability or button that would auto update product and services when pulled from saved estimates.

    3 votes
    1 comment  ·  Estimates & Invoices  ·  Admin →
    How important is this to you?

  17. Integration for Point of Sale card swipers

    Add integration for point of sale swipe systems like Square or BBPOS

    2 votes
    0 comments  ·  Payments  ·  Admin →
    How important is this to you?

  18. Show Payment Reference on Invoice

    When I enter a payment reference or deposit reference number, I would like this information to be displayed on the invoice.

    3 votes
    0 comments  ·  Payments  ·  Admin →
    How important is this to you?

  19. Bold and Italicize Description

    Be able to Bold and Italicize certain words within the descriptions so that things are clearly visible and can make for easier communication and understanding of the descriptions.

    4 votes
    0 comments  ·  Estimates & Invoices  ·  Admin →
    How important is this to you?

  20. Late fee after no payment by a certain date

    Please have a way to add a late fee after payment isnt made by certain date

    7 votes
    Viewed  ·  1 comment  ·  Payments  ·  Admin →
    How important is this to you?
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