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JobNimbus Feedback

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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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12 results found

  1. Change the location of a Material Order or Work Order or jobs they are attached to

    Sometimes a material order or work order gets created on the wrong job. Right now there's no way to move it to the correct job you have to cancel it and make an entire new one. It would be nice if you could change the location of things.

    1 vote

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  2. Restrict Which Team Members can Place Orders

    We have the Beacon and SRS integration, but we have no control over who can place orders. We would like to be able to control who can place orders, or maybe even have a material order require approval from a manager or admin before it can be sent to our supplier.

    3 votes

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  3. Color selection for line items on Material Orders

    Add a color selection drop down menu to Material Order line items. We order from ABC Supply and need to be able to select the color without having to create a separate Product & Service for each color variation.

    2 votes

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  4. 2 votes

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  5. Remove material order number from template

    It would be great if material order templates were more customizable so that we can remove the material order number from the template, for example.

    3 votes

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  6. Change Material Order Status

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

    12 votes

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  7. 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.

    8 votes

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  8. 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.

    9 votes

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  9. Have taxes show on material orders

    I would like to have taxes show on material orders

    28 votes

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    Viewed  ·  2 comments  ·  Material Orders  ·  Admin →
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  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.

    8 votes

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    Viewed  ·  0 comments  ·  Material Orders  ·  Admin →
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  11. 16 votes

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    Viewed  ·  0 comments  ·  Material Orders  ·  Admin →
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  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

    34 votes

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    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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