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Tia Albertson

My feedback

14 results found

  1. 34 votes

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    Thanks for the suggestion!

    In the meantime, you should be able to create custom Contact fields (or Job fields if you have Jobs enabled) for “Supplier” and other fields you want to appear on the Material Order and then have them inserted into the Material Order templates upon creation.

  2. 95 votes

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    This is a great example, thank you for sharing! We have many of these same ideas for improving our existing share feature and are working towards that.

    Thank you so much for sticking with us and for providing these great suggestions. I’ll be sure the dev team gets this info and can work towards making it happen!

    And we’ll see what we can do about getting you that award ????!

    Tia Albertson supported this idea  · 
  3. 74 votes

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    Viewed  ·  5 comments  ·  Settings » Automation  ·  Admin →
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    Tia Albertson supported this idea  · 
  4. 34 votes

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    Viewed  ·  3 comments  ·  General  ·  Admin →
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    Tia Albertson supported this idea  · 
  5. 60 votes

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    Tia Albertson supported this idea  · 
  6. 99 votes

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    Tia Albertson commented  · 

    It would be also helpful to "check off" items on an estimate that are to be included in a Work Order instead of manually deleting each item that isn't for a particular subcontractor.

  7. 19 votes

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    Tia Albertson commented  · 

    EXPORTING Work Orders to Excel is a great idea for companies working with multiple subs on an Approved Estimate.... tracking sub pay and assigned work is much easier when you can segment the info and Excel is the best resource for working with the data - love, love that you're considering an option for Exporting Work Order data! THANKS JobNimbus Team!

    Tia Albertson supported this idea  · 
  8. 32 votes

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    Viewed  ·  9 comments  ·  Integrations » Bookkeeping  ·  Admin →
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    Tia Albertson commented  · 

    EXPORTING too - I would only add that if this feature is developed, I'd like to have an Export to Excel option for Work Orders, Estimates, etc. As a General Contractor, we work with multiple subs/trades and having ability to use the abundant JobNimbus information in more indepth within Excel would be fantastic!

    Tia Albertson supported this idea  · 
  9. 27 votes

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    Tia Albertson supported this idea  · 
  10. 9 votes

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    Viewed  ·  3 comments  ·  Contacts & Jobs  ·  Admin →
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    Tia Albertson commented  · 

    TOTAL agreement with Liz!

  11. 29 votes

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    Tia Albertson commented  · 

    I see this has been planned since 2014... and commented on again last year... any idea when it might be made possible? THANKS, Tia

    Tia Albertson supported this idea  · 
  12. 56 votes

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  13. 225 votes

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    Tia Albertson supported this idea  · 
  14. 110 votes

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    Tia Albertson supported this idea  · 

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