Products
Search the JobNimbus product catalog, change products in bulk, and export them to a spreadsheet.
The Products page is your JobNimbus product catalog: the materials and labor you put on estimates and work orders, with their costs and prices. Open it from Sidebar → Estimating → Products.
Any staff member can change the catalog. Changes you make here (edits, new products, bulk actions, and CSV uploads) are saved to JobNimbus and affect everyone's estimates and work orders. Product notes and history are the exception: they're saved in roofingBoss only.
Add or edit a product
Names, units, costs, prices, and target margin or markup.
Notes and history
Team notes on a product and a record of its price and catalog changes.
Bulk upload from CSV
Create or update many products from a spreadsheet.
Find a product
Type in Search products.... The list updates shortly after you stop typing. Click the × next to the box to clear it.
The button next to the search box shows how the search works, such as Fuzzy (All). Click it to change:
- Search Type:
- Fuzzy Match (the default) finds close and partial matches.
- Partial Match needs most of your words to match.
- Exact Match finds the exact phrase only.
- Search In: Product Name & Description, Product Name Only, or Description Only.
Then narrow the list with the drop-downs:
- Item Type: Material, Labor, or Labor + Material.
- Location: products for one location.
- Supplier: Has Suppliers, No Suppliers, or one supplier by name.
Active filters show as chips under the toolbar. Click × on a chip to remove it, or Clear All Filters. Click any column header to sort by it.
The page-size box shows up to 1500 products per page, which is handy before an export.
Choose columns
Click View Columns. Columns are grouped into categories you can expand. Type in Search columns... to find one quickly. Show All turns on every column and Reset returns to the default set.
By default you see Product ID, Product Name, Description, Item Type, UOM, Active, Location, and the material and labor cost and price. You can add Gross Margin, Markup, supplier details, Tax Exempt, dates, and Created By.
Change products in bulk
- Check the box at the start of each product row. Hold Shift and click to select a range. The box in the header selects every product on the page.
- Pick an action in the bar at the bottom of the screen:
- Export: download the selected products as a CSV file.
- Copy to Location(s): copy them to one or more other locations. Locations that already have the product are skipped.
- Change Type: set a new item type, click Continue, then confirm.
- Activate or Deactivate: confirm to change their status.
- Click Clear to deselect.
To change one product's status, use the ⋯ menu on its row: Set as Inactive or Set as Active.
Inactive products don't appear in the product list or in searches. Once you deactivate a product, you can only reach it by its product ID. Note the Product ID first if you may want it back.
Export to CSV
Click Export CSV to download the products on the current page, with the columns you're showing. To export more at once, raise the page size first.
Keep the Product ID column showing if you plan to edit the file and upload it again. It's exported as the first column, which ID-based updates need.