Financials
32 results found
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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
2 votes -
Larger Images on Work Orders
I would like to be able to upload larger images on my work orders
1 vote -
Email Attachment Photos on Work Orders
I would like to be able to select photos from email attachments on a contact to attach to work orders, the same way I can with manually uploaded photos.
1 vote -
1 vote
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Work Order Attachment
The ability to attach photos to a work order before it goes out to the installer.
2 votes -
Work Order conversion automations.
I want to be able to set up automations based on a work order being converted from a Work order to INVOICE.
1 vote -
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…
2 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
6 votes -
Hide pricing on work orders in mobile app if the template has it hidden internally.
Even if a work order template has the pricing hidden both internally and externally, it appears when viewed on the mobile app.
1 vote -
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.
3 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 -
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 -
Mass Convert Work Orders to Invoices
Be able to mass covert work orders to invoices.
2 votes -
Include Saved Work Order name as header in Work Order section
I would like to include "Saved Work Orders" as a header in the Work Order section so I can view what that Work Order is for from the list.
1 vote -
2 votes
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Add more Budget Information to Work Orders
I would like to add a internal description box to the budget field for work orders. This field would be used as a way to distinguish which budget is being viewed without having to click the hyperlink to see it. Essentially like a summary/overview of the budget/ area to enter in notes about the budget internally, so that the PMs and Finance people can make communication easier between these two typically siloed departments.
1 vote -
the ability to send a work order the the person assigned
once the work order is created and assigned, I want a way to track its progress. Once the WO is sent, that said person can open up the project and change the STATUS to start. When finished with the service he can change the service STATUS to completed. This would be good work flow to track services.
1 vote -
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 -
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
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