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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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10 results found

  1. Import Estimate Templates

    I would like to import macros in the form of MCX files for estimate templates.

    1 vote
    0 comments  ·  Templates  ·  Admin →

  2. Rearrange columns in estimate templates so they show more customization options. For example, show QTY before the unit of measurement.

    1 vote
    0 comments  ·  Templates  ·  Admin →

  3. Create Option for Checkboxes when Estimate is converted to Work Order

    Create the option on an estimate template to have editable checkboxes appear ((both on desktop and mobile (ex: mask required, using existing hardware, etc.)) when an estimate is saved and converted over to a work order.

    1 vote
    0 comments  ·  Templates  ·  Admin →

  4. Add Margin Adjustment to Templates

    It would be beneficial to have the ability to adjust the page margins on templates.

    5 votes
    0 comments  ·  Templates  ·  Admin →

  5. Limit access to edit/update saves Templates

    When you have a saved template to use over and over again, I wish we could limit anyone under manager level from being able to edit/update those templates. This would prevent it from happening unless really needed.

    2 votes
    0 comments  ·  Templates  ·  Admin →

  6. Deleting images inside template Library

    How do we delete images on email template library?

    6 votes
    0 comments  ·  Templates  ·  Admin →

  7. 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
    0 comments  ·  Templates  ·  Admin →

  8. 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
    2 comments  ·  Templates  ·  Admin →

  9. 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
    2 comments  ·  Templates  ·  Admin →

  10. 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
    0 comments  ·  Templates  ·  Admin →
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