Settings
176 results found
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ability to filter automations
I ultimately would like a cleaner way to see all the automations. so the ability to filter through them. Like seeing by who is assigned or jobflow or status as examples.
1 vote -
Additional Cost of Goods Sold (COGS) Categories
Besides just having labor and material categories, it would be helpful to add subcontractor, equipment rental, and an other category. That way the job expenses are isolated to their respective "cost buckets".
And... there should be a default setting to map each one of these Cost of Goods Sold (COGS) into the QuickBooks chart of accounts as a Cost of Goods Sold (COGS), rather that just a Job Nimbus expense. This helps when job costing to determine what part of the job made or lost money. Without this, it is difficult to reverse engineer the estimate vs actual number for…
1 vote -
Job Group Type
When a lead becomes a "SOLD" job, to have a selection of "Job Group Type" from a multi-selection dropdown list. This would allow us to quickly filter on a screen or a report, the different phases of the job (ie. Roofing, Siding, Windows, Gutter, Insulation.)
1 vote -
Ability to "not send" a First Payment Reminder email if there is a payment recorded under Payments
We currently send out a First Payment Reminder email when the job status is changed to "Roof Build Complete" It would be helpful if we could exclude a contact from receiving this reminder if there is a payment already recorded under Payments.
1 vote -
Email feature to have CC BCC & drop down menu to select all internal users
Email feature to have CC BCC & drop down menu to select all internal users
1 vote -
Budget to have 2 different columns: for starting budget & for final actual cost to compare side by side
Budget to have 2 different columns: for starting budget & for final actual cost to compare side by side
1 vote -
Budget has print or save as pdf feature
Budget has print or save as pdf feature, currently we can only do screenshot the page to save the budget as pdf.
1 vote -
Add "INTERNAL NOTES" column in Budget section
Add "INTERNAL NOTES" column in Budget section
1 vote -
Add "END DATE" column in Work Order list
Add "END DATE" column in Work Order list, this is useful to have a glance view of each Work Order without going inside to view the work orders.
1 vote -
Longer Products & Services Titles!
Being able to have a longer title for a product with more than 31 characters would be great!
The limit is very annoying and unnecessary and makes it hard when trying to add different products that have slight variations (ex: "Install New Gutters - Aluminum" or "Install New Gutters - Copper")1 vote -
Ability to customize roles
Similar to access profiles before, to have the ability to customize. I do not want everyone to have admin level access but the sales and field options doesn’t give them access to everything they need. There shouldn’t be so many admins with access to alter company information. I just want to be able to customize the profiles.
1 vote -
automation for when a job status is moved out of a status
We want to put an automation in that will tell us if someone changes the status of a current status? Specifically, if someone takes something out of one of our Key status. Or if there was a way to Lock a status so that only one person can move it out of a status?
1 vote -
Budget Commission Permissions in Access Profiles
Have the budgets set to only allow for an admin to mark the budget as paid or unpaid. For the user access to view a budget not allowing them to be able to mark the budget as paid or unpaid
1 vote -
More Access Profile Options
This "account setting" check box seriously needs to have it's features broken in to more granular control.
1 vote -
Are Respite Care Services Available for Overnight Stays?
Yes, respite care services are often available for overnight stays, providing continuous care for seniors while giving their primary caregivers a chance to rest. Quality home care agencies in Chester County offer overnight respite care to ensure that seniors receive the necessary supervision and support throughout the night.
Overnight respite care is especially beneficial for caregivers who need a break but are concerned about leaving their loved ones alone at night. It ensures that the senior is safe and cared for while the caregiver gets the rest they need.
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1 vote -
Group/Filter Templates in Settings
I would like to be able to group up estimate templates so they are only visible by the design templates I use or based on groups so there isn't a massive list when viewing all the saved estimate templates.
1 vote
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