General
1017 results found
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A Maintenance Subscription Service
We do a lot of roof and gutter maintenance and have figured out a way within QuickBooks to bill our customers on a month - to -month basis for maintenance vs construction/full rebuild. It would be awesome to have this service in JobNimbus where a maintenance service is set up instead of the normal Estimating, etc process.
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Sales rep field
Would like the Sales rep field on jobs to be able to assign multiple sales reps on a job, or even a 'Lead Sales rep' so they can still track conversion rates for jobs that are sold by sales reps working together
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Edit Recent notes for task on Calendar
Why do engage messages show up on the recent notes? Can we get a way to change "recent notes"? Engage messages take priority when critical job notes should take priority instead.
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sub-jobs
the ability to create branching or sub-jobs within active jobs/projects
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Send Estimates to Multiple Emails (non-signers)
Have the ability to send and estimate to multiple emails, without having to add them as a signer.
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export profit tracker to excel
would like the ability to export a job's profit tracker to excel.
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Material Order Editing
Would like to be able to add extra costs to a Material Order as a job progresses
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Optional No Sales Rep on Estimate Cover Page
With the New Sales Experience Cover Pages, it seems to show the sales rep by default without being able to toggle it off. Of there isn't an assigned Sales Rep on the Job or the Contact, then it just fills it with the info of the person who created it. I'd like the sales rep info to be optional so I can toggle it off if I want.
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Convert Estimate to Work Order
Would like for Work Orders to have a setting or option that lets you automatically delete material line items and keep labor line items
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Pin Photos
Add the ability to pin selected photos to the top of the Photos tab within a Contact or Job.
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Edit P&S from estimate layout screen
When editing estimate layouts and templates, would like to be able to make changes to material cost on products and have those changes reflect in Product & Services
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Date Updated Field Logic on Estimates
When I change the status on a job, all of the estimates attached to that job show their "Date Updated" as the time the job status was changed. Even though I didn't make any changes to the estimates themselves. This makes it difficult to tell when an estimate was actually last edited when using Classic Reports to filter for this data.
I'd like the "Date Updated" field on estimates to only reflect when a real change was made to the estimate, such as editing line items, changing the amount, updating the description, etc. Background syncs from the parent job shouldn't…
1 vote
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