Lauren Wilson
My feedback
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99 votes
An error occurred while saving the comment Lauren Wilson
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28 votes
Currently you can custom create your job numbers on the fly and you can set the next sequential number for your estimates, invoices, work orders, etc, though if you create a second one on the same job, or create a new job before creating a work order then the sequence can be lost.
We will definitely consider this going forward.
Lauren Wilson
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98 votes
An error occurred while saving the comment Lauren Wilson
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It would be great if we could have a setting for what information is accessed by the Search bar. Or at least a way to filter the results so that when I typed in "Robin" it didn't pop up with every contact with the last name Robinson, every job done on Robins Song Dr, etc.
Lauren Wilson
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42 votesLauren Wilson
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97 votes
This is on our development list and will be coming in a future update. I’ll keep you posted!
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Brad Hodson
JobNimbus Support
855-964-6287Lauren Wilson
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149 votesLauren Wilson
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It would be nice to be able to have separate sections for an estimate, invoice, material order, etc.
For example, I would like to divide a customer's invoice into each trade as it appears on their insurance estimate, such as Roofing, Siding, Gutters, etc. There would still be separate items under each one category, along with a total for each category as well as the complete Total at the bottom.