JobNimbus Feedback

Have suggestions for how we can improve? Share them in the categories, or vote for the ideas you like best. We want to hear your feedback!

Please only include one suggestion per post. While we can't respond to every suggestion, we are committed to reviewing every suggestion individually.

Financials

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  1. Change Material Order Status

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

    4 votes

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    1 comment  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  2. Delivery Date for Material Orders

    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.

    3 votes

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    0 comments  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  3. Workflows for Material Orders

    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.

    4 votes

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    0 comments  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  4. Assign a custom Material Order #

    Having the ability to change the Material Order # to a custom assigned number would be great for us and our supplier.

    We use a PO number assigned to the job and ABC Supply uses that PO to reference the materials. It gets confusing for them though, since the material order JobNimbus sets is a different number than our PO number so mistakes are made and the wrong POs are assigned to the jobs.

    1 vote

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    0 comments  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  5. Customize Material Order templates

    I would like to have more customization abilities with material order templates like using a Purchase Order instead of the Material order number and setting up a Delivery date instead of using the date the material order was created

    1 vote

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    0 comments  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  6. Print Material Order from Edit page

    Be able to print the material order from the "Edit" page and not from viewing/downloading PDF. Reason being is so that the pricing pulls into the printed version.

    1 vote

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    0 comments  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  7. Multiple Material Order Templates in One Material Order - Sections

    We are a fence contractor. We sell multiple types of fence. We have material order templates saved for easy ordering of types. Sometimes, customers have multiple style fences on their property. Adding a Template, to a tep[late, would allow us to only send one PO to a vendor instead of sending multiples everytime.

    1 vote

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    0 comments  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  8. Have taxes show on material orders

    I would like to have taxes show on material orders

    14 votes

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    Viewed  ·  2 comments  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  9. The ability to clone an existing saved Material Order template

    This would allow us to clone and and create a new saved template without having to start completely fresh.

    5 votes

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    0 comments  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  10. Create Material Order from portions of Estimate

    I would like to be able to select individual line items on an estimate then create a Material Order from the selection. Currently you have to either create them all by hand or covert Estimate to a Material Order, then edit all the items not destined for a particular vendor. It's a real pain when you have multiple vendors to order from for a big estimate.

    6 votes

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    Viewed  ·  0 comments  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  11. 15 votes

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    Viewed  ·  0 comments  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  12. Add Supplier Information / Material Order Fields to Material Orders

    Unable to add custom fields or which supplier I am using to the Material Order

    19 votes

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    1 comment  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →

    Thanks for the suggestion!

    In the meantime, you should be able to create custom Contact fields (or Job fields if you have Jobs enabled) for “Supplier” and other fields you want to appear on the Material Order and then have them inserted into the Material Order templates upon creation.

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