Todd Hayes
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18 votes
Definitely something that will be coming!
Todd Hayes
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110 votes
An error occurred while saving the comment An error occurred while saving the comment Todd Hayes
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Having to scroll thru all of the products and services to find exactly what you need requires everyone to memorize exactly how it was entered into JN. The ability to add categories for these items will not only allow provide easy line item selection but will also allow templates to be created for certain jobs.
For example, we do roofing. No 2 jobs are exactly the same but almost every single job uses the same type of components: Shingles, Underlayment, Sheathing, Ventilation, etc.
If we can create a template with the Categories in it where a salesperson simply has to select what product is being used on a particular job would make this CRM head and shoulders above the rest!
Todd Hayes
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42 votesTodd Hayes
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228 votesTodd Hayes
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33 votes
An error occurred while saving the comment Todd Hayes
commented
Additionally, it would be nice if there were multiple supply vendors to be able to select which pricelist to use when placing a material order.
Todd Hayes
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Now that we can create item categaories on estimates, invoices, etc. We need to be able to create product categories in the Product & Services section that coordinate with the Item categories on estimates, invoices, ect.
This way when you do an item search from the estimates page you don't have to rely on memory of which items to select.
For example:
Currently if we are selecting 5/8" OSB Radiant Barrier, because it lists everything alphabetical a salesrep would need to scroll through the complete list of items in order to see all of the options.
Our current work around when entering Products & Services is to name each item first by category (i.e. SHEATHING: 5/8" Radiant Barrier).
I would be so much easier to have categories within Products & Services and alphabetized by categories for easy selection of items within each category.