I would like to have the ability to change the UoM on line items within a saved estimate template when creating a new estimate. It currently only shows the UoM that was saved with the template and not all of the options available. We have to delete the line item and add it back to get the UoM options.

It would be great if we had an option to create a revised quote from an existing quote. Numbered like this original # 1000 revised # 1000-2. That way we could keep the original. I've had to revise quotes a number of times and a couple of times I had to revert back to original.

Ability to see total cost and mark up total cost to desired profit margin with in the estimate totals.

How about a "Item Number" column Left of "Item"??? Also have that in Work Orders as well.

Allow more than 31 characters for product name in product and services. I have multiple products names that are more than 31 characters.

For some reason I am not allowed to have the same UOM on the variations section of a line item. This would be useful for my roofing bids to easily adjust price for pitch. I am unable to use "Sq" for all the UOM, which I would Like to do.

When building a Material Order I would like to be able to highlight text in the "Special Instructions" section.

I use some of the financial types in the system ( work orders and material orders) differently than might be standard. I'd like the ability to rename the financial types and templates to reflect the way I use them.

The ability to show quantities per every item within a section, and still show the price at the section level without showing a price for every line item on an estimate.

Automatically change the status of a Work Order statues to "In progress" when emailed.

We want to add a percentage to all jobs to cover dealer cost of finance options, and a cash discount percentage for ones who opt out of financing.

edit defaults in settings for payment due.

A way for users to see all Products and Services in a dropdown menu without beginning to type the name of the product on an Estimate

It would be helpful if I could pull up a saved estimate and use it as a template for future estimates. I can't figure out how to do this after saving and sending as an email.

I would like to see an option that I could add the claim number that's entered for a job on an invoice.

Adding an overall markup feature to estimates, If this were added as a percentage based option before subtotal it could be accompanied by a discount feature as well

The ability to hide or show pricing lines should also let me hide the subtotal feature and offer one final price

Would like Budgets created from Estimates that don't show the Cost column to still populate the profit from the product/services cost. Right now if a budget is created from an estimate template, that doesn't have the cost column enabled, the budget profit does not populate.

Currently there is no good way in Jobnimbus to show if a payment has been refunded. I would like a way to mark a overpayment credit that shows in payments as refunded. and also have said change sync directly to Quickbooks.