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JobNimbus Feedback

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Financials

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How can we improve the financials?

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4 results found

  1. Option for 'Related Contacts' to Work Order and Material Order templates

    We would like our installers to have the homeowner contact information. They are often not the primary contact. If we could choose from the related contacts like we do in a document that would be great.

    1 vote

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    0 comments  ·  Templates  ·  Admin →
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  2. Options List in Template Questions

    Options was taken out of the template questions area just a few days ago because it did not work. It shoudl be a easy fix to get it back in as it is an option on the Contacts Fields and Job Fields. In order to create good templates for field use, this option is highly needed! Also, the Boolean (Yes/No) option only displays "Yes" if checked, it does not display "No" if left unchecked on template questions.

    Please get both of these items fixed. I should not be forced to use 3rd party integrations when I can create custom forms…

    7 votes

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    2 comments  ·  Templates  ·  Admin →
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  3. Custom Fields For Financials Templates

    Let us put custom fields on estimates, material orders, and invoices.( that way we can put in colors, delivery dates, and other options.

    7 votes

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    2 comments  ·  Templates  ·  Admin →
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  4. Spreadsheet Templates

    We have a quote form in excel which will automatically calculate sub total, VAT and grand total. Want to add fields from database i.e. contact name, job and address etc but can't see a way of doing this?

    4 votes

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