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JobNimbus Feedback

Have suggestions for how we can improve? Share them in the categories, or vote for the ideas you like best. We want to hear your feedback!

Please only include one suggestion per post. While we can't respond to every suggestion, we are committed to reviewing every suggestion individually.

Diana Ivers

← Feedback for JobNimbus

My feedback

5 results found

  1. More control of editing estimate templates

    15 votes

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    2 comments  ·  Financials » Templates  ·  Admin →
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    Diana Ivers commented  · 

    It would be really help to be able to copy a template instead of having to re-create it from scratch just to be able to alter a 2nd version of it.

    Diana Ivers supported this idea  · 

  2. Deposit Required Line for Estimates

    22 votes

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    0 comments  ·  Financials » Estimates & Invoices  ·  Admin →
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    Viewed  ·  AdminJobNimbus (Product Manager, JobNimbus) responded

    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!

    Diana Ivers supported this idea  · 

  3. Update templates when Products & Services change

    41 votes

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    Viewed  ·  7 comments  ·  Settings » Products & Services  ·  Admin →
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    Diana Ivers commented  · 

    I strongly agree with this request. We have a lot of templates created and when we get a price change from our vendors and change it in the item list in settings it doesn't update the templates! This is a huge time suck for my staff to have to go back through every template and manually update all of the pricing!!!

    Diana Ivers supported this idea  · 

  4. Page Breaks for template

    21 votes

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    6 comments  ·  Financials » Templates  ·  Admin →
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    Viewed  ·  AdminJobNimbus (Product Manager, JobNimbus) responded

    Which templates are you wanting to add a page break to?

    On certain forms, like an estimate, it seems like the page breaks would need to be conditional based on the number of line items, which would be quite tricky.

    Thanks,
    Aaron

    Diana Ivers supported this idea  · 

  5. Permissions for Adding/Editing Products & Services

    51 votes

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    Viewed  ·  8 comments  ·  Settings » Access Profiles  ·  Admin →
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    Diana Ivers supported this idea  · 

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