Financials
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Product Categories
I know we can build an estimate out this way, but it would be really helpful to be able to see our Product List in JN by category. I actually thought about renaming each product with the category at the front of it (for alphabetical grouping) -- but I can't even do that because a product name can only be 31 characters!!
3 votes -
Allow more than 31 characters in product name in products and services.
Allow more than 31 characters for product name in product and services. I have multiple products names that are more than 31 characters.
8 votes -
Product Description visible when adding an item name
The 31-character limit is quite limiting. The Description will need to be used to help compensate for this...but the description is not visible when typing in an item name on an estimate. Also, I may need to use the first part of the Product Name as a make-shift "category," so if that's the case then I've already lost a few characters there....
1 vote -
Product and Services Upload
I would love to be able to upload a CSV or XLSX file of our products and services for bulk upload/creation. Instead of needing to create each individual line item in the products and services settings section.
1 vote -
Assign Labor material items to sections
It would be great if we could while entering an item have an option to put it under a section rather than having to drag it to that section. If you forget to add something to a section and then later remember it gets frustrating if you have a lot of items and sections.
2 votes -
Master Markup function to adjust pricing for all items at once.
Today if we want to adjust our Profit Margin we have to click into every single item and adjust thousands of Markup percentages. It would be great to be able to adjust the entire catalog uniformly with one master entry.
3 votes -
Product service update
When I update a price or product information it would be nice if the templates automatically updated instead of me having to go in and redo every single template because the price change doesnt update automatically
1 vote
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