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JobNimbus Feedback

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Financials

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45 results found

  1. Be able to give credits in Budget

    If material is returned, if laborers are back charged, etc. We need to be able to show a credit in the budget category

    1 vote

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  2. change contact info

    be nice to be able to change/add customer info/job in estimate

    1 vote

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  3. documentation on coding for creating templates

    I am trying to find a place where basic template coding is listed but I cannot find this in your help documentation. I need to know how to reference fields both already in your system and those we have added as custom fields. Thanks!

    1 vote

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    0 comments  ·  Templates  ·  Admin →
  4. Auto Populate Sales Reps Contact Information

    Auto Populate Sales Reps Contact Information

    When Sales people open and create their own invoice or pull template from a previously created drop down list. This would automatically pre populate all of their contact information. Currently I believe an admin has to create this for every sales person.

    1 vote

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    As part of the templates, we build in the Sales Rep’s info by default (name and email address). If these fields have been removed from your templates, you can add them back in using the Insert Template Fields option and choosing the Sales Rep’s info.

    The one thing we’re missing is the Phone Number, which is something we just haven’t built into the template system yet, but once we do then it will auto populate just like the name and email address based on the number they have in their “My Info” section.

  5. PO Number on invoice

    Customers PO Number on our invoice. Currently, we can make a custom field in the invoice but Like to have a drop down menu, i am a do environmental consulting and get multiple PO numbers for same job. since some jobs require multiple type of testing.

    1 vote

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