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63 votesAnonymous supported this idea ·
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An error occurred while saving the comment An error occurred while saving the comment Anonymous commentedI agree, draws are a part of the industry and should have a place in JobNimbus. What I am doing for right now, until we see the feature added, is creating an invoice for each salesman under their "customer file". So if the salesman's name is Jeremy Toubl, search Jeremy Toubl and open that "customer". They have their own section for financials where you can make the invoice. It becomes a running tally of money drawn. When a job is capped/draw re-payed, you just add a payment in the invoice. It doesn't do anything for auto-calculating the commission after draws, but at least you can easily keep track of how much in draws a salesman has out. Hope this helps.
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149 votesAnonymous supported this idea ·
An error occurred while saving the comment Anonymous commentedYeah if I could go ahead an NOT pay $400/mo for a map that has pins for my salesman, that'd be great. SalesRabbit is cool and all but it has nowhere near the capability of JobNimbus and its twice as expensive.
I agree, draws are a part of the industry and should have a place in JobNimbus. What I am doing for right now, until we see the feature added, is creating an invoice for each salesman under their "customer file". So if the salesman's name is Jeremy Toubl, search Jeremy Toubl and open that "customer". They have their own section for financials where you can make the invoice. It becomes a running tally of money drawn. When a job is capped/draw re-payed, you just add a payment in the invoice. It doesn't do anything for auto-calculating the commission after draws, but at least you can easily keep track of how much in draws a salesman has out. Hope this helps.