Financials
34 results found
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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.
26 votesWe’ll have something to announce for this coming soon. Stay tuned!
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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.
22 votes -
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.
19 votes -
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?
19 votes -
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!
19 votesWhat specifically would you like to customize?
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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.
15 votesHi 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!
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Brad
JobNimbus Support
855-964-6287 -
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?
9 votes -
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
7 votes -
Add an option to show line totals on work orders
Add an option to show line totals on work orders
7 votes -
Automatically change Work Order Status when Emailed
Automatically change the status of a Work Order statues to "In progress" when emailed.
7 votes -
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.…
5 votes -
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.
4 votes -
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 -
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
4 votes -
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 -
Auto assign sales rep to new work orders
Ability to make new work orders auto assign to the sales rep rather than the assignee. Our leads come from SalesRabbit and only assign the sales rep. This causes confusion when someone else makes the work order and it doesn't auto assign the sales rep to the work order
3 votes -
Change Work Order Default Email Template
When emailing a work order directly from within the work order there is a "default" email or you can select a previously created email template. Would like to choose what that default email template is.
3 votes -
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…
3 votes -
3 votes
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2 votes
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