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Jim Cappelleri

My feedback

16 results found

  1. 1 vote

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    0 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
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  2. 1 vote

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  3. 1 vote

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  4. 13 votes

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    Viewed  ·  1 comment  ·  Documents, Photos, Forms & Attachments » Forms  ·  Flag idea as inappropriate…  ·  Admin →
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  5. 3 votes

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  6. 58 votes

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    17 comments  ·  Financials » Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →
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    Jim Cappelleri supported this idea  · 
  7. 65 votes

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    7 comments  ·  Financials » Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →
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    Jim Cappelleri supported this idea  · 
  8. 25 votes

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    Started  ·  6 comments  ·  Integrations » Eagle View  ·  Flag idea as inappropriate…  ·  Admin →
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  9. 17 votes

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    Viewed  ·  0 comments  ·  Financials » Work Orders  ·  Flag idea as inappropriate…  ·  Admin →
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    Jim Cappelleri supported this idea  · 
  10. 59 votes

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    Started  ·  15 comments  ·  Integrations » Measurement & Estimates  ·  Flag idea as inappropriate…  ·  Admin →
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    Jim Cappelleri commented  · 

    I would see this as something that would go into the estimate section of Job Nimbus. Other systems either bring each line items from xactimate or in sections of the estimate ie Roofing, Demo etc. They do this generally by importing the pdf and converting into a budget

    Jim Cappelleri supported this idea  · 
  11. 24 votes

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    2 comments  ·  Integrations » Bookkeeping  ·  Flag idea as inappropriate…  ·  Admin →
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    We apologize that this wasn’t clear and that this is causing you more work. Definitely not something we want to do!

    We have plans to update the estimating and budget systems to help you cost out your jobs better, that will help.

    We’ll let you know when that becomes available!

    Jim Cappelleri supported this idea  · 
  12. 32 votes

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    Viewed  ·  6 comments  ·  Integrations » Measurement & Estimates  ·  Flag idea as inappropriate…  ·  Admin →
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    Jim Cappelleri supported this idea  · 
  13. 54 votes

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    Viewed  ·  6 comments  ·  Integrations » Zapier  ·  Flag idea as inappropriate…  ·  Admin →
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    Jim Cappelleri supported this idea  · 
  14. 14 votes

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    Viewed  ·  1 comment  ·  Integrations » Measurement & Estimates  ·  Flag idea as inappropriate…  ·  Admin →
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  15. 6 votes

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    2 comments  ·  Settings » Automation  ·  Flag idea as inappropriate…  ·  Admin →
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    Jim Cappelleri supported this idea  · 
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    Jim Cappelleri commented  · 

    It would be nice to automate a customer task to trigger a work order status so that you continue the process once a task is completed

  16. 31 votes

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    Viewed  ·  7 comments  ·  Financials » Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
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    Jim Cappelleri commented  · 

    It seems to me that if you want to have people in field know if we have a down payment, they would need to see if a customer makes a payment when we have not recognized revenue yet

    Jim Cappelleri supported this idea  · 

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