While you can’t do this for a Work Order just yet, you could have the status changed automatically on the invoice’s parent Contact or Job using Automation.
The condition would be when an Attachment type of Invoice is added, then change the status. Since we always generate a PDF for your invoice when you save, then that will always trigger the status of the Job or Contact to the desired step.
Give that a try and send any questions to support@JobNimbus.com for help with getting that set up!Anonymous shared this idea ·
I’d like to know a bit more about what you’re looking for here. Is it that you want to be able to schedule on a work order (already possible) but have it pass over to the parent job (currently not possible)?
Let me know if that sounds about right or if I’ve got it wrong, and we’ll see what we can do to help out.
I think what we're after here is being able to put work orders right onto the calendar. We want to use work orders for our service business, to schedule our service calls and then use them to get back info from our guys. But it looks like if we want to do that we have to print them out and then get back paper copies and info from technicians in the field will have to get transcribed from paper back into JobNimbus.
Could you also add an Export to PDF feature with this, like Estimates and Work Orders have?
As we continue building out our document builder, this is definitely an option we want to add.
We’ll let you know when we’re able to get this in.
Yes, the possibility to name individual estimates was what I was looking for. Thanks.