Change Orders
If Change Orders were available (especially if they automatically updated the budget) that would be awesome! Also, if an option for attachments allowed "folders" of some sort, that would be helpful. We use attachments a lot and it gets messy with prints, photos, docs, etc all being in one place.
Ken Welty
shared this idea
We want to officially support Change Orders soon, but in the meantime most JobNimbus customers are using Work Orders to manage this work.
As for folders, you can vote for that specific feature here: http://jobnimbus.uservoice.com/forums/136212-general/suggestions/6066331-folders-for-attachments
Alternatively, you can use File Types to act as “folders” for your attachments. You can manage your file types by going to Settings > File Types and setting different ones, essentially what would be “Folders”, and then you can use those “folder” names (or file types) to filter your Attachments list based on those “folders”. It actually works pretty well if you have it set up right.
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Scott Scheur
commented
There is no easy way to do a change order for a customer. They do happen often enough where it's a thing. We have a workaround using Legacy estimates, set as a change order, and then converted to a work order set as a change order.
It's needed under the Estimates because it does affect the project price.
As we use the new experience, I'm worried I'll lose that work around
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Ashley Marie commented
It would be helpful to have an official change order template for when the approved estimate needs adjusting per the client's request or when new discoveries are made to the job that impact the original bid.
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Jesse Giermanski
commented
Our company uses change orders quite often. This would be extremely beneficial to us if Jobnimbus could build a change order template. With e-sign
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Jennifer Polo
commented
Has the Change Order feature been added yet? I was not able to find it...
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Reyna Valdez
commented
It's been almost 3 years and still no change order form since this last message. When will it be added? And can you please in sure that it includes the option to esign.