JobNimbus Feedback

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Financials

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  1. Custom Material Order Fields

    I'd like the ability to have custom material order fields that are filled out on the creation of the order for instance, a drop-down menu of delivery options.

    3 votes
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    1 comment  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  2. Profit Column on Material Orders

    Create a way to add an internal profit column on a material order

    1 vote
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    0 comments  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  3. Default Supplier to none

    I order my Beacon orders through another process but I'm connected to them so I can get the pricing/products for my area. It would be great if we could make Supplier default to None.

    2 votes
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    0 comments  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  4. Change the Date Field on Material Orders

    Changing the name of the date field on a Material Order to "Delivery Date" or similar would make the field more useful when sending to suppliers.

    2 votes
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    1 comment  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  5. Extended price visible inside of Material Orders

    Would like to see there be an extended price column added to Material Orders for easier visibility.

    1 vote
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    0 comments  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  6. Customizing Text in "Special Instructions"

    When building a Material Order I would like to be able to highlight text in the "Special Instructions" section.

    2 votes
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    1 comment  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  7. Material Orders for multiple jobs at a time

    Create a way to order materials for more than one job at a time and not having to link it to one specific job

    1 vote
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    0 comments  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  8. Material Verification Pop-Up

    It would be very useful & cost effective to have a way to have a pop-up box when entering quantities or materials.

    Example: when entering roof tile type or, pop-up box saying something like "Confirm tiles per square with manufacturer" or "Confirm Color selection".

    1 vote
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    0 comments  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  9. Have taxes show on material orders

    I would like to have taxes show on material orders

    8 votes
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    Viewed  ·  2 comments  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  10. Add line totals to material orders

    I would like a total column added to material orders so that you can see the total of each line before reaching the bottom where it totals the enter order

    1 vote
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    0 comments  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  11. Quickbooks Purchase Order when creating material order

    When I create a material order in Jobnimbus a purchase order should be created in Quickbooks

    1 vote
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    0 comments  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  12. The ability to manually change the status of a Material Order

    The ability to manually change the status of a Material Order to "Complete"

    3 votes
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    1 comment  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  13. Create Material Order from portions of Estimate

    I would like to be able to select individual line items on an estimate then create a Material Order from the selection. Currently you have to either create them all by hand or covert Estimate to a Material Order, then edit all the items not destined for a particular vendor. It's a real pain when you have multiple vendors to order from for a big estimate.

    5 votes
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    Viewed  ·  0 comments  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  14. 13 votes
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    Viewed  ·  0 comments  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  15. Restrict Material Orders

    User would like to restrict the ability to send/submit material orders based on primary contact status. User doesn't want a material order to be submitted until a check is received. Currently there's no way to control that.

    3 votes
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    Viewed  ·  0 comments  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  16. Edit/save over an already saved Material Order Template.

    The ability to save over an already saved template in material orders . When there are changes that need to be made, we should have the option to add onto and take away what is already saved on our saved templates. I know that I can manually delete a line item as well as add one, but when big changes are needed you have to make a completely brand new "save as template" and that takes unnecessary time.

    1 vote
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    0 comments  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  17. Convert EagleView and Xactimate reports into financial documents in JobNimbus

    The integration is great to have the report come in but converting eagle view data into a work order and or material order by creating a table from eagleview in order to create a generic order for material and labor would allow the flexibility for ordering. This would be a better strategy for Job Nimbus instead of focusing on supplier specific integrations which could later used once the order is created. Currently we are translating from document to data to document. This would the same issue with bringing in xactimate as a document vs data

    9 votes
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    0 comments  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  18. Create a saved material order template from an existing material order

    Use an existing material order to create a saved material order template

    1 vote
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    0 comments  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  19. The ability to issue change orders.

    It has Credit Memo's, a Change Order would be just the opposite to add material to an existing order.

    8 votes
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    Viewed  ·  0 comments  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  20. Due dates for material or supplier bill payments that way we have a reminder to notify us

    Be able to have a notification and set a due date for material payments through the material orders.

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