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JobNimbus Feedback

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Jason Koonce

My feedback

3 results found

  1. 5 votes

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    0 comments  ·  Settings  ·  Admin →
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  2. 10 votes

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    Viewed  ·  1 comment  ·  Contacts & Jobs » Fields  ·  Admin →
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    Jason Koonce supported this idea  · 
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    Jason Koonce commented  · 

    When creating a document template and then developing the Template Questions for it, having the option to create a checkbox or drop-down menu would be extremally useful. Some things are only one or two possibilities and having to type in each and every time seems unnecessarily redundant.

  3. 7 votes

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    1 comment  ·  Settings » Automation  ·  Admin →
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    Jason Koonce commented  · 

    We have automation that auto sends when an invoice is paid. Being able to auto-attach the paid invoice would be greatly beneficial. The current tags make it seem like it would be attached, but it doesn't send the paid receipt out automatically, just the regular invoice.

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