Financials
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Gating on which Products and Services go to QuickBooks
All Products and services in JobNimbus sync into QuickBooks. Many of these are used only for Material Orders which do not sync to QuickBooks therefore they are not needed or used in QuickBooks. Users should be able to select which products do or do not need to go to QuickBooks.
3 votes -
Retail Pricing changes after I save it
I change my retail price, save it, then when I go to edit the estimate the pricing is changed.
2 votes -
Bulk / Batch Edit Products & Services
It would be helpful to be able to bulk/batch edit Products & Services, as well as the ability to download a CSV to edit and reimport.
1 vote -
Populate products in estimate creation by frequency used instead of date product was added.
Populate products in estimate creation by frequency used instead of date product was added.
1 vote -
Internal Notes for Product Items
Is there a way to make internal notes in the products and services cost catalog? I like to use it as a reference of when pricing was updated, part numbers on items quoted, and so on.
5 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.
7 votes
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