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Financials

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  1. Work Order design for sub contractors - contact info, signatures, etc.

    We use our Work Order's as the contract with the SubContractors with terms and conditions for their scope of work. Having a contractor digital signature line would make that easier.

    22 votes

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    5 comments  ·  Work Orders  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Duplicate Work Orders

    I would like to be able to duplicate work orders like we can duplicate estimates. This will allow me to take a work order that our sales rep creates and duplicate it and edit it without loosing the original.

    18 votes

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    Viewed  ·  1 comment  ·  Work Orders  ·  Flag idea as inappropriate…  ·  Admin →

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  3. ability to attach pdf to work order

    Would like to be able to attach pdf's to Work Orders (currently can only attach photos). I have to either retype the entire scope into the work order or follow up every Work Order with an email attaching the scope. Sad face for the double work.

    18 votes

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    Viewed  ·  0 comments  ·  Work Orders  ·  Flag idea as inappropriate…  ·  Admin →

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  4. Ability to attach EagleViews or Scope Reports to Work Orders

    I see the awesome new feature that allows us to attach photos to work orders or material orders.

    This would be great if it could extend to other documents in attachments. For instance; if we could attach the Eagle View along with the Roof Labor Order, it would be more efficient on our end!

    I have seen that this idea has been "completed" but it only allows attachment of photos onto labor/material orders for me.....Does our version of Nimbus not support the new function?

    17 votes

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    Viewed  ·  0 comments  ·  Work Orders  ·  Flag idea as inappropriate…  ·  Admin →

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  5. Completely Customize Work Order Templates

    While I've been able to customize the work orders to some degree, there are a few things that I would like to adjust and can't. Complete customization would be great!

    15 votes

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    4 comments  ·  Work Orders  ·  Flag idea as inappropriate…  ·  Admin →

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  6. Link Work Order to Job Scheduling

    If it would be possible to schedule a job directly from the work order, this would eliminate the double entry work of creating a work order and then scheduling the actual job/task.

    13 votes

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

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    Hi Janice!

    I’d like to know a bit more about what you’re looking for here. Is it that you want to be able to schedule on a work order (already possible) but have it pass over to the parent job (currently not possible)?

    Let me know if that sounds about right or if I’ve got it wrong, and we’ll see what we can do to help out.

    Thanks!
    -
    Brad
    JobNimbus Support
    855-964-6287

  7. abliltiy to attach photos to work orders

    On other systems I have been able to attach photos to work orders for our technicians. They don't always have access to the system and this is very useful. Is this something you can work on?

    8 votes

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  8. Automatically change Work Order Status when Emailed

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

    7 votes

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  9. Amount Option on Work Order Template

    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

    6 votes

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  10. Add an option to show line totals on work orders

    Add an option to show line totals on work orders

    5 votes

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  11. Checkbox for Completing Work Orders

    It would be very helpful to have a quick way to mark Work Orders completed, instead of "3 dots, Change Status, darn my mouse went too far...start over. 3 dots, darn...start over... 3 dots, gonna get it this time, Change Status, Completed. Wait until it processes. Move to the next one..."

    If we could check a box, like Tasks, that would be great. Yes, I know, Tasks are simpler and Work Orders are more complicated, but in the settings when we go through the Workflow options, we could just have an option for which status the check box corresponds to.…

    4 votes

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  12. Workorder Signatures

    Melissa would like the ability to add a signature to workorders and documents just like the estimate feature that just rolled out

    4 votes

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  13. Taxes on Work Orders

    It would be beneficial to be able to include taxes on the work orders as it is on the other financial document templates.

    4 votes

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  14. Work Order Options

    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.

    3 votes

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  15. Show which document is related when converting

    Would like to see the Work Orders reference which estimate they were converted from for instances where there are multiple estimates and multiple work orders

    3 votes

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  16. 3 votes

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  17. 2 votes

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  18. Add multiple templates within one Work Order - Sections

    I would like to add more than one saved template to the work order from the drop down template menu. this would allow us to compound the templates together on the work orders and build them faster.

    2 votes

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  19. Hide pricing on work orders in mobile app if the template has it hidden internally.

    Even if a work order template has the pricing hidden both internally and externally, it appears when viewed on the mobile app.

    1 vote

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  20. WORK ORDER AMOUNT(S) SHOWN IN WORK ORDER SECTION

    With every "Section" (Invoices, Estimates, Payments) there is a column showing the amount of each document. That is except for Work Orders. When contractors are doing large-scale jobs and have to bill them, they are required to show what they have paid each sub-contractor. As of now, anyone using JN has to either click on each one individually in the work order section, or go to documents and filter, and click on each one. We cant even create a report (in reports) that shows amounts as the column is not available in the "Add Column" section. This should be very…

    1 vote

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