Glenn Christensen
My feedback
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99 votesGlenn Christensen
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55 votesGlenn Christensen
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24 votesGlenn Christensen
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32 votesGlenn Christensen
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19 votes
What specifically would you like to customize?
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157 votes
An error occurred while saving the comment Glenn Christensen
commented
The field map for syncing a "job" with QuickBooks really should send the contact information to the billing address and the "job" address to the shipping address. As it is now, Nimbus sends the job address to Quickbooks as the billing address which is not what you want when dealing with a customer that has a job in one location but needs the bill sent to another address such as a PO Box or business address. It would also be nice if the contact info allowed for billing and shipping address so you didn't need to use the "job" function for anyone other than a customer with multiple job locations (similar to how QB handles them)
I would also like to see more flexibility on the work order as well as the estimate and invoice templates. They should all have the same ability to turn on or off the columns for the user and the customer rather than some options only being available on one document and not the other. For example, we can turn off all quantities, costs and line item prices on the estimate but it still shows the total price for the job. If you turn those line item amounts off on the work order then no total price will be shown.
Ideally, the ability to create a document that has whatever information you want on it and then allows for the merge field locations that the current documents have.