The ability to add an internal note to budgets.
The ability to add an internal note to budgets.
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LeoSmith commented
Your suggestion for adding internal notes to budgets in JobNimbus sounds like a great idea. While the platform might not have this feature currently, have you considered exploring notesonline.com https://notesonline.com ? This online tool is designed for note-taking and sharing, offering a versatile way to keep track of important information. Integrating it with your workflow could provide you with the flexibility you're looking for when it comes to managing notes and budget-related details. Sometimes, exploring other tools can lead to discovering new ways to enhance your productivity.
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Chris Averite commented
There are customers where I have multiple jobs going on. I create a budget for each job. It would be nice to have a column for notes so I can easily identify each job. Right now I'm having to click through multiple to find the right one.