Budgets give you the ability to calculate your job costs, determine overheads, track commissions, and see your profit margin on a job. The budgeting tool in JobNimbus roof software is available to Professional subscribers on the Financial tab of both Jobs and Contacts. Here, we’ll help run you through the basics to get you started using our budgeting tool.
Getting Started with Budgets for Jobs & Contacts
Enabling Budgets in Account Settings
By default, the Budget feature is turned off. JobNimbus has features like this turned off by default to help new users by making the interface simpler and easier to learn. To enable the Budget feature, go to your name at the top right corner and choose Account Settings. Only admin users can access Account Settings. On the Features tab, click the Enable button to turn on Budgets.
Creating a Budget
To start creating a budget, go to any job or contact. On the Financial tab of that contact or job, you will now see a Budgets grid along with an Add Budget button.
The Add Commission box allows you to enter the details of your commission amount and who the commission is for. You can set up a default commission template as a starting point for new budgets by going to Account Settings > Budget tab. Description – The description of the commission. Percentage – The percentage amount of the commission to be paid. To – Who the commission is for. There are three options:
- This breakdown does not go to a specific user – The commission is not paid to any specific JobNimbus user.
- Sales Rep of Job or Contact – The commission will be paid to the user designated as the Sales Rep on this Job or Contact.
- This user selected below – The commission will be paid to the JobNimbus user selected in the drop down list.
Click the Save Commission button to add this commission to the budget. The list of commissions is displayed along with the overall Net Profit and Net Margin of the budget:
When you’re done, click the Save Budget button to save the changes to the Budget.
Viewing a Budget
Once a Budget has been created, the Budget’s overview information is shown at the top. The specific Budget Line Items and Commissions are shown below and at the bottom, you can add notes to this Budget as well.
Marking Commissions Paid
JobNimbus also provides an easy way to track which commissions you have paid out. On the list of commissions for the Budget, there is a Manage column with a Mark Paid link button. To mark a commission as paid, click the Mark Paid link button. The paid date will automatically be noted and the status will update to show that the commission was paid. The Mark Paid button also toggles to Mark Unpaid allowing you to reset the commission if you marked it as “paid” by accident.
Budget Menu Options
The Budget menu provides a few options for working with and managing the Budget: Edit – Puts the Budget back into edit mode where you can change line items and commissions. Add Note – Adds a note to this budget. Delete – Deletes the Budget. NOTE: Only Admins can delete items.
Managing Budgets on a Job or Contact
To see a list of Budgets on a job or contact, go to the Financial tab of the job or contact. The Budgets grid will display the list of Budgets for that job or contact along with a link to view or edit those Budgets, the date the Budget was set for, the Gross Profit, Net Profit, and status of the Budget.
