Leighton Ross
My feedback
113 results found
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7 votes
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19 votes
An error occurred while saving the comment I feel like im experiencing a glitch in the matrix. I thought being able to edit a form was already a thing. I feel like it should have been a given... and it's been a consumer request since at least August of 2022 on the user group on Facebook
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76 votes
This is an interesting idea. I’ll talk to our team and see if we could do it.
Thanks for your feedback.
An error occurred while saving the comment This is SO necessary! We aren't really using the cost feature to it's full potential bc it would display detailed estimates of costs to any employee that uses estimates OR that can view estimates. However, if we were able to hide costs as a function of Access Roles, then we could apply our true cost estimates to each p/s line item. However, in budgets you really need to be able to see the impact of Estimated vs. Actual Costs, and evaluate performance based on the total amount charged to the customer. WHICH MEANS YOU MAY NEED TO COMBINE INVOICES FOR THE BUDGET TO WORK PROPERLY!!! We have to make change orders all the time, and only being able to pull data from one invoice at a time makes it a bit more time consuming.
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70 votes
This is interesting idea! I’ll talk to our team and see if we can do this.
Thanks for the feedback.
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64 votes
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39 votes
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7 votes
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21 votes
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8 votes
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37 votes
An error occurred while saving the comment Another factor to this suggestion: filter by template names! Each document type, or estimate type, or invoice type for that matter may require different action steps.
An error occurred while saving the comment They almost had it!!
When an "Attachment" is "Created"
Conditions
>If the "Type" is Equal to "Document"
>MISSING : If "Signature Status" is Equal to "signed"...
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6 votes
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6 votes
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3 votes
An error occurred while saving the comment I like this in some scenarios more than others. Feature would be cool, but it should have a customizable set-up.
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5 votes
An error occurred while saving the comment New Example: we use a different type of Estimate Design Template to send "Change Order Estimates" that double as a change order form or agreement with the customer. This keeps us from having to duplicate work, and allows us to easily convert a CO Estimate into a CO Invoice for any additional payment amounts that might be required.
The trouble is, when a CO Estimate is created... automations revert our customer's status' and the flow of automations all the way back to the negotiations phase of the sales cycle. We have to do a ridiculous amount of "clean-up" in the system to get the customer and their account back up to speed.
In addition to cluttering their Job and/or Contact accounts, the change in status' will remove Jobs/Contacts from their appropriate board, thus making them invisible to the appropriate team member.
Right now, the only "work-around" that we have for this is fixing it manually... but the simple ability to use triggers for Design Templates would resolve the issue.
Honestly, if there is a label or input field in JobNimbus ... there should be an ability to trigger and/or condition by it. It would resolve at least 50% of the issues most people have with automations (excluding those that occur due to user error- and I assure you I've had plenty of those as well).
An error occurred while saving the comment !!! Still finding a multitude of examples and situations where this would be useful!!!
An error occurred while saving the comment Obviously, there are a lot of other ideas created in this area, but honestly... I think this pretty much sums all of those complaints into one.
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4 votes
An error occurred while saving the comment *Author update* This is possible. There is an "Active" column with a checkbox in the automations window (:
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62 votes
An error occurred while saving the comment Definitely agree here for the concrete industry. Every employee does not need to be able to see everything. To play all sides, pretty much any single piece of information that could possibly be seen as sensitive should be included in the access profile set-up. That would make it the most versatile between companies and users.
Break it down by each overarching feature such as Contacts, Jobs, Financials, etc.
For us, this factor really comes into play when discussing cost information, or profit margins. The visibility of cost and profit margin information is the reason we aren't able to use the cost/mark-up tracking tools as they may have been intended to be used.
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21 votes
We’ve released an update that alphabetizes all automation rules. This should get you started with keeping your rules together, but we’ll be working on future updates that will improve automation organization going forward. Stay tuned!
An error occurred while saving the comment In reference to the above JN comment, being able to rearrange them just like we are able to with Task types and Note types would have been more useful than alphabetical order.
I have to label my automations like this... " Abcc - Scheduling" "Abcd - Scheduling Review" to get them in order.
At minimum, the sorting feature would make a big impact.
Second, grouping would be nice. Especially if you could group them in an accordion style so that you could collapse or expand the groups in order (would also require you to be able to sort groups).
Not sure exactly how tagging could be useful because you can already see the general rules for each automation.
However, it would be nice to be able to see more information in the table-view about each action, and if you could edit automations and actions without a pop-up window.... or at least without losing your place. Right now, if I want to edit an automation, when I finish I get booted back to the top of the automations list. It makes it take a lot longer for me to work through them all when big changes need to be made.
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11 votes
An error occurred while saving the comment If this does become a feature, it needs to be optional. In an ideal world, this would be great, but I could see our system creating a bunch of Jobs without all of the information we need or the formatting we use to keep our users on-track.
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24 votes
An error occurred while saving the comment I thought this might be useful initially... but I've come to realize that the ideal solution would be to lock certain users out of being able to add or take away any information from CONTACTS.
Contacts and Jobs are so similar that users have a hard time distinguishing between them at a glance, and estimates/invoices/other documents end up being placed in the contact instead of the Job they go with.
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25 votes
An error occurred while saving the comment In the concrete industry some of these suggestions would work as well.
For vendor specific pricing, we just price everything for the highest vendor due to scheduling. If we tried to estimate projects and price them for the exact vendor we would end up low-balling half our jobs, though this would be nice on the back-end as a supplement to the budgeting feature.
Bulk edits would be nice, but first Quickbooks Online really needs to be fully integrated. Next, I completely disagree with the download as a CSV or Excel file ... specifically because of the issues that we have experienced syncing with QB online. I would hate to have to troubleshoot that process all over again. No, it would be much easier if edits could be made to products and services using an editable table view. That way, I could review a list of products/services and their settings and edit them as I go without having to jump in and out of pop-up windows.
Again with subcategories- it would me much more useful if QB online would sync all functions of the product/service catalog (income account, expense account, category, and class)
THIS!! For our company, it would be great to have the option to manually apply late fees after a certain date without it being an additional line item.
Our late fees are a percentage of the total value of the invoice. However, I could see why some companies may prefer to enter their own value.
Automatically applying late fees would be fine if everything went perfectly from one job to the next, but I could definitely see our customers getting upset if we were still tying up loose ends of a job and they were slapped with an automatic late fee.