Settings
169 results found
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Invoice Template Fields - Suggestion
It would be good to include a template field for invoice templates that shows the most recent invoice balance due. If a job has multiple invoices, then this can make it troublesome to show what invoice balance is due. Say I have one invoice that is paid out and shows a $0 balance due, but another invoice that has $2000 due, there currently isn't any field template that would show the second invoices balance amount.
2 votes -
Add Estimate and Work Order Template Modification Permissions to access profiles as separate from general settings access
Add Estimate and Work Order Template Modification Permissions to access profiles as separate from general settings access
2 votes -
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 -
Restrict Access to Modify Sales Rep/Assignee on Record
I would like the ability to restrict team members from changing the sales rep or assignee on a contact or job.
4 votes -
Access Profiles - Notes
Access Profiles should include an option to control whether a user can View, Edit, Create, or Delete Notes. There was a situation where one of our users editing an existing note that had important information on it earlier that can no longer be recovered. If we had a way of specifying in the access profile how much access a user has for notes, that will help prevent this from happening in the future.
2 votes -
Categorize Products - Create sections in products/services
Need to have more flexibility in the products/services section. More tabs for adding services like: Color dropdowns, Profiles or styles, or just the ability to add up to four additional subsections you can name yourself.
Also, creating sections in the products and services main page would be amazing. Having to bounce from page to page looking for something is a big problem. If we could categorize the list so there were sections like gutters, roofnig, siding, windows, etc. or even just move the order of them around like in the estimate we could set them up the best way for…
2 votes -
Custom Workflow Stages
Need a stage for "Legal" or the ability to create custom stages for Insights
3 votes -
Price change reports
Have the ability to pull a report that shows pricing changes on all products. (So we can have accountability and keep track of when pricing was changed on the back end)
2 votes -
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 -
Complex Automation Conditions
Currently, an automation with multiple conditions can trigger by requiring ALL or ANY of the conditions to be true. I need to be able to adjust specifically which conditions must work together.
Our company has many tasks that complete at certain stages but that do not follow a specific order. So I need to be able to set a condition that can look for one series of conditions AND a second series of conditions and so on at the same time. I can't really split this up because the tasks are handled separately, and the completion order just depends on…
6 votes -
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 -
Auto Create Work Order Upon Status Change
I need to be able to create an automation that, when a job is in a specific status, it will automatically create a work order. We use the job status as the department names and when a job goes into a specific department, we need it to create the work order. Feel free to contact me for more information if that will help!
8 votes -
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
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