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.

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

It would be nice to be able to save an already created invoice/estimate/material order/work order as a template. This would be helpful for a few different reasons.

The most recent example is an estimate was created but wanted to save it as a template for future use.

Another reason would be that maybe later down the road you realize you need to duplicate an estimate that was created in the past.

Allow the option to add line items that are upgrades above the subtotal. I want customers to see the cost, but not have it impact the total. If a customer decides for the upgrades then they could be added to a revised quote to update the total.

We have very detailed and exhaustive estimate templates built that save us a lot of time creating our estimates. However, sometimes we want to create a separate section in the estimate for a different type of work, etc. It would be great if we could load another template in under that section heading, but as it is now, we just have to build it line by line from that point on.

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

The payments and invoices sections under my customers are getting ridiculously lengthy. Can we get a way to archive ?

The ability to create custom invoice statuses

https://www.cardpaymentoptions.com/credit-card-processors/wepay/

Grade of C for WePay.

They have no phone number. I am waiting on $2000 that they can't explain online and they don't have a support number to call. My customers don't know where there money is, and I don't either.

That's a shady way to do business, and I expected better from JN.

It would be helpful to be able to collect our customers credit card details and store said information in our JN account to use instead of asking each time for the card information to run

It would be really nice to have the option for pre and post budgets so we could use them as comparison but also the pre not count in reports

I want to have one central place where I can access Saved Estimates without having to go into a specific Contact

We would like to have commissions listed as its own section in the Financials tab

When entering an invoice and there is the split option on top, it allows only for percentages to be collected, not dollar amounts. Sometimes we collect the deductible up front which is a dollar amount. Or, we will collect an amount upon delivery of materials, but I have to calculate what that percentage is because we cannot put in a dollar amount

I would like the ability to export/import products and services directly from JobNimbus rather than using Quickbooks when we routinely update their catalog in JobNimbus

We have several team members in the field using touchscreen laptops, it would be helpful to have e-sign/finger sign option on web version of JobNimbus for people using touch screen laptops

It would be nice if we could name our estimates when we are saving them rather than just having an estimate number assigned to them. I'm a roofing estimator and may give numerous estimates for the same house to the same customer. So when I pull up my estimates I would like to see Joe Smith Tile Roof Estimate, Joe Smith Metal Roof Estimate, Joe Smith Shingle Roof Estimate rather that estimate #1102, estimate #1103 and estimate #1104. I like having the estimate numbers I would just like to name the estimates as well.