Financials
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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 -
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 -
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 -
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 -
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 -
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 -
Automatically change Work Order Status when Emailed
Automatically change the status of a Work Order statues to "In progress" when emailed.
5 votes -
1 vote
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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 -
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 -
Paid/unpaid Work Order
Add a paid/unpaid option to work orders. Or, an accounts payable invoice.
2 votes -
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 -
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 -
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 -
1 vote
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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 -
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 -
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 -
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 -
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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