When creating an invoice with a split payment. The split payment info isn't displayed on the invoice for the customer to view. It would be great to have it visible for the customer.

Would like to manually change the status of a material order like you can an estimate.

When reviewing multiple estimates for the same customer, it would be handy to be able to return quickly back to the customer financial page, and not have to go through the run around of going to their main contact page.

Is there a way to make internal notes in the products and services cost catalog? I like to use it as a reference of when pricing was updated, part numbers on items quoted, and so on.

Would like to be able to track Delivery Date on Material Orders and see that able to be referenced in our templates, reports and automationsfor related records as well.

Ability to create workflows for Material orders just like we do for Work Orders. We would love to have statuses for Materials Orders such as "need to order", "on order", "received", backordered, etc. We could then create boards and use automation.

When creating sections in an estimate, the drop down menu for "Hide line Items amounts", It not only hides the "Amount" Column but also the "Qty" column. It would be nice to have the option to show the amount of the section total but also show the "Qty" column.

We haven't been using estimates via JN because we often attach product photo or layout documents on our proposals/estimates and I can't seem to find a way to do that via JobNimbus. We would really love to start utilizing digital signatures however. Can you add the ability to upload a file or image that gets sent over as an additional page to the estimate? We can send the other info separately in an email but then they really aren't signing the full scope of work. Only what can be sent through JobNimbus.

I would like the ability to update a customer on an estimate or invoice
related, also: The ability to duplicate an estimate, and then edit the job/ customer

I would like to be able to have an expense log/tracker built in JobNimbus where I can store all other expenses (ie gas, mileage, etc) that don't really count as items on a material/work order.

It would be helpful if we could add negative numbers to a budget for something like a material return.

Work order template amount option would be amazing our crews always ask for it. Please Please add this option like you have in estimates to where each line item can total out. Thank you

We need to be able to create estimate templates in SETTINGS and not at the job level. I just spent hours creating an estimate template and mistakenly clicked out of it before saving it as a template and now I have to redo the entire **** thing. So frustrating. Why is this at the job level and not the global level? Why can't we turn an estimate into a template? This seems like such a simple thing.

Currently on work orders when your starting a new one, the date is automatically selected. Logo would like the option to turn this off. They would also like to be able to have their "saved work order" be able to correlate with the "type" when they select it.

Payment Terms should pull from the main customer account in QBO and / or be customizable in JN. Should be able to set customer payment terms, tax rates, discount terms at the customer level and have it pull into the job account instead of having to set it on each invoice. Estimates should have a place for payment terms.

The ability to change the customer information section of the work orders to be regular text not italicized.