Automation
My feedback
11 results found
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24 votes
There isn’t a way to require a deposit at this time on the estimate, but you can add it as a line item and that will help in the meantime until we have more native support of this feature.
We’ll keep you posted!
Automation supported this idea ·
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28 votes
Automation supported this idea ·
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25 votes
Automation supported this idea ·
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70 votes
We want to officially support Change Orders soon, but in the meantime most JobNimbus customers are using Work Orders to manage this work.
As for folders, you can vote for that specific feature here: http://jobnimbus.uservoice.com/forums/136212-general/suggestions/6066331-folders-for-attachments
Alternatively, you can use File Types to act as “folders” for your attachments. You can manage your file types by going to Settings > File Types and setting different ones, essentially what would be “Folders”, and then you can use those “folder” names (or file types) to filter your Attachments list based on those “folders”. It actually works pretty well if you have it set up right.
Automation supported this idea ·
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78 votes
Automation supported this idea ·
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4 votes
An error occurred while saving the comment Automation supported this idea ·
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2 votes
Automation shared this idea ·
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13 votes
Automation supported this idea ·
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15 votes
An error occurred while saving the comment Automation commented
I agree. We have built a custom script that scrapes contact information via the JobNimbus API that almost does this, but it requires our users to leave JobNimbus and run a (python) script to perform the search.
Obviously this approach is a) a kludge, and b) inefficient!, and c) something that could be easily baked into the JobNimbus (web) interface, as all of the underlying information is available.
Automation supported this idea ·
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26 votes
Automation supported this idea ·
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1 vote
Automation shared this idea ·
When estimating jobs there are currently only identifiers for “Material” or “Labor.”
This is grossly insufficient. There are other categories that apply to jobs/budgets and, lacking the ability to categorize them, they can be cumbersome to analyze with only two fixed categories.
Examples of other categories of costs include:
Permitting Fees,
Overhead,
Disposal Fees, etc.
These (and similar) are neither Labor, nor Materials, but they constitute costs directly associated to a specific Job.
Please expand the capability of the Estimating tool to allow for creation of additional cost categories.