Options List in Template Questions
Options was taken out of the template questions area just a few days ago because it did not work. It shoudl be a easy fix to get it back in as it is an option on the Contacts Fields and Job Fields. In order to create good templates for field use, this option is highly needed! Also, the Boolean (Yes/No) option only displays "Yes" if checked, it does not display "No" if left unchecked on template questions.
Please get both of these items fixed. I should not be forced to use 3rd party integrations when I can create custom forms in JobNimbus with HTML
Brandon Byrd
shared this idea
Not enough community interest.
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Javier Gomez
commented
I would love the ability to add option lists to an estimate template. If a consultant selected Landmark IR shingles, an option list for all available colors would be populated. It would then populate the amount of bundles needed for the squares the consultant inputs. Then, based on the selection of shingles, the ridge and accessories would populate their option lists (based on what can be used with the particular shingles chosen).
Ex: Certainteed Landmark IR shingle -> Shenandoah -> 20 sq = 60 bundles
-> Ridge: Certainteed XT30 IR -> 132LF = 4 bundles
So on and so forth -
Thank you for the response. I find that it would be hard not to have this function if you are asking questions for a template and want to restrict the answers!