Additional Dynamic Fields for Jobs (Invoice Balance, Job Value, etc.)
Would like a way to easily see the job value and the balance of the job when you click into the job. I know we can set up the profit tracker but it would be very beneficial if in the details of the job we can put in the job value and balance.
2
votes
Megan Sproull
shared this idea
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Josh commented
We should have a way to display the invoice balance in the top Job Details section. I do weekly account checks and having a quick view of the invoice balance would be absolutely beneficial and cut down on time. Right now, I have to navigate to the job, to Financials, then down to invoice. JobNimbus takes it's time loading and this slows the process down. If it's not possible to just have it a static field, add it as an option in Settings > Workflow & Fields > Job Fields.