JobNimbus Feedback

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Financials

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  1. 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

    2 votes
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    0 comments  ·  Work Orders  ·  Flag idea as inappropriate…  ·  Admin →
  2. Printable Work Orders

    Would like to have the ability to print Work Orders directly in order to have paper reports to keep in files in the office.

    1 vote
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    1 comment  ·  Work Orders  ·  Flag idea as inappropriate…  ·  Admin →
  3. Able to enter description on newly added line items without needing to type an item name

    Would like to be able to add a description to a line item without needing to input an item name.

    1 vote
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    0 comments  ·  Work Orders  ·  Flag idea as inappropriate…  ·  Admin →
  4. Ability to Duplicate Info from Internal Note to Special Instructions spot

    Create a way to allow for duplication of information from the internal note to the special instructions spot to avoid having to copy/paste every time if I want the internal note info to show up on the work order itself, as well as on the preview in the WO tab.

    1 vote
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    0 comments  ·  Work Orders  ·  Flag idea as inappropriate…  ·  Admin →
  5. Work Order Descriptions

    Would like to see descriptions of services to be performed visible at a quick glance when hovering over Work Orders in the Mobile/Web App. This can give me the information I need at a quick glance as opposed to having to navigate to each page each time.

    1 vote
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    0 comments  ·  Work Orders  ·  Flag idea as inappropriate…  ·  Admin →
  6. Show the Start Time on the Work Order

    When you create a Work Order, you can choose a start time and date. I see the start time shows up in the Work Order information as well as on the Calendar, but I would like to see the Start Time on the Work Order itself next to the Start Date.

    1 vote
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    1 comment  ·  Work Orders  ·  Flag idea as inappropriate…  ·  Admin →
  7. Automatically change Work Order Status when Emailed

    Automatically change the status of a Work Order statues to "In progress" when emailed.

    5 votes
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    0 comments  ·  Work Orders  ·  Flag idea as inappropriate…  ·  Admin →
  8. 1 vote
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    0 comments  ·  Work Orders  ·  Flag idea as inappropriate…  ·  Admin →
  9. Contact name to appear in the work order email

    The ability to show the contacts name not just the contact ID number when emailed

    1 vote
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    0 comments  ·  Work Orders  ·  Flag idea as inappropriate…  ·  Admin →
  10. Text Work Orders

    It would be great if JobNimbus gave us the ability to text Work Orders to Subcontractors since they all have mobile phones in their back pockets.

    6 votes
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    Viewed  ·  0 comments  ·  Work Orders  ·  Flag idea as inappropriate…  ·  Admin →
  11. Paid/unpaid Work Order

    Add a paid/unpaid option to work orders. Or, an accounts payable invoice.

    2 votes
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    Viewed  ·  1 comment  ·  Work Orders  ·  Flag idea as inappropriate…  ·  Admin →
  12. I would like to duplicate Work orders

    I would like to be able to duplicate work order so that I can tweak the duplicate and send it to another trade without editing the main work order that our estimator created.

    2 votes
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    Viewed  ·  0 comments  ·  Work Orders  ·  Flag idea as inappropriate…  ·  Admin →
  13. Sub invoices/payroll

    A way to convert a work order for sub contractor payroll that way we can send to them and come to an agreed amount with the subs for their pay

    3 votes
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    Viewed  ·  0 comments  ·  Work Orders  ·  Flag idea as inappropriate…  ·  Admin →
  14. Work Orders

    Work Orders with Field Options:
    If we could have Work Orders with optional fields, we could use them somewhat like a checklist for each type of Work Order. I love to ask questions in fields as a reminder to our users to think and make decisions for each item in my Work Order 'checklist' so to speak. If we could custom hide fields on the specified Work Order Templates, that would get this accomplished. For example, I want to see certain fields in my General Work Orders. I have a speparate set of fields (questions) in my Shingle Roof Replacement…

    1 vote
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    Viewed  ·  0 comments  ·  Work Orders  ·  Flag idea as inappropriate…  ·  Admin →
  15. 1 vote
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    Viewed  ·  0 comments  ·  Work Orders  ·  Flag idea as inappropriate…  ·  Admin →
  16. WO showing cost

    Show cost on WO. this will allow the sub to see what they are getting paid. or at least make it a option. If it is already a option then make it easy to find in setting.

    3 votes
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    1 comment  ·  Work Orders  ·  Flag idea as inappropriate…  ·  Admin →
  17. ability to attach pdf to work order

    Would like to be able to attach pdf's to Work Orders (currently can only attach photos). I have to either retype the entire scope into the work order or follow up every Work Order with an email attaching the scope. Sad face for the double work.

    14 votes
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    Viewed  ·  0 comments  ·  Work Orders  ·  Flag idea as inappropriate…  ·  Admin →
  18. better management of work order templates

    It would be better to create and store work order templates that contain typically used list of parts in the Templates window. Currently you can make work order format templates, but you have to create a dummy contact and store work orders that are to be used to populate a new work order.
    Doing this in the Templates window makes it consistent with all other templates. I'd like to see something like "Work Order Content Templates" where you would create and edit them as needed.

    1 vote
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    Viewed  ·  0 comments  ·  Work Orders  ·  Flag idea as inappropriate…  ·  Admin →
  19. Video upload to explain work orders to subs

    Allow us to save videos. this will help when creating a WO we can show our subs exactly what we want.

    1 vote
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    Viewed  ·  0 comments  ·  Work Orders  ·  Flag idea as inappropriate…  ·  Admin →
  20. Copy work orders or tasks

    It would be extremely helpful to our business, if when you create a work order (or tasks), you can click on the ellipsis next to the work order (or task) and have an option to "copy" the work order. It would be such a huge time saver to create a copy and just go in and edit the items that you need to. Some jobs have multiple work orders assigned to the same people and only need slight modifications, compared to other similar work orders.

    1 vote
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    0 comments  ·  Work Orders  ·  Flag idea as inappropriate…  ·  Admin →
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