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  1. Pricing materials to 3 decimal points

    Some materials are bought and sold on a cost that is down to three decimal points, eg 1000m of cable bought at £0.282 a metre.
    To be able to do this at the buy / sell price would be great.

    1 vote
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      under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • Ability to hide/show subsections in Quote/Invoice

      When creating quote/invoice it is possible to "hide all line items", but we would like to have an option to hide also subsections so when sending out, our customer will see only the main section(s).

      2 votes
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        under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
      • Tasks with no date

        We create jobs with sub-tasks, but they do not need a scheduled date. However we cannot remove the dates so the calendar is all messed up. Would love the ability to not schedule tasks!

        13 votes
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          under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • Be able to create business specific checklists and form templates

          We have various governemnt required certificates and checklists we must produce for each job in the electrical trade, as do other trades such as plumbing and gas fitting. It would be great if they could be generated and set up as a template in NM so we could fill them out, sign them, attache them to a job or task, and email them to the customer as well as other enteritis as needed such as the department of commerce energy safety.

          21 votes
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            under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
          • Payment Reminders

            Be able to send payment reminders Via txt or email. If templates could be created it would also save time. Please

            1 vote
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              under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
            • Electrical COC's

              Electrical COC's that automatically populate all the fields and save to the job. Templates for description etc.

              2 votes
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                2 comments  ·  Flag idea as inappropriate…  ·  Admin →
                under review  ·  emma.campbell responded

                Thanks for the feedback! Yes, this is planned to be delivered in the next few months Graeme.

              • Batch invoice jobs

                Add the ability to batch invoices jobs with defaults for updating job status & automatic archiving.

                9 votes
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                  under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                • View daily/weekly calendar on mobile

                  Currently you can view your scheduled tasks on your mobile using the Scheduled Tasks button, which is essentially an "agenda view".

                  Vote for this feature if you would like a "daily/weekly" calendar view, like we have on the desktop.

                  7 votes
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                    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                  • Receipt of payments

                    Receipts for payments made on invoices should be available to print or text or email to customers.

                    2 votes
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                      under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                    • Allow the creation of new category types through the contact edit screen

                      So that if I identify a new category that the contact should be in, I can do it without exiting that screen.

                      1 vote
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                        under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • Job Notes

                        Hi there
                        I was using another type of business program and they had job diary, & in that there was a section for thing that happened for the day. Like Site meeting Notes, Accident reports, Safety or tool box Talk, Trades on site. Materials needed,
                        deliveries. they all could be emailed to may of been there or needed them with the letter head and logo
                        if you need to know more let me know.
                        regards
                        David

                        5 votes
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                          under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                        • Ability to hide/show certain statuses by user role.

                          We would like the ability to hide jobs with certain statuses (i.e. Completed, Waiting on Costs, Draft Invoice etc.) from users who are not admins as they keep assigning new costs to old jobs that we are in the process of invoicing.
                          If we could select which statuses user roles could view in the admin settings it would help cut down on a lot of moving charges around!

                          3 votes
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                            under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • Ability to store and email to multiple email addresses for same customer

                            It would be great if NM had the ability to store and email to multiple email addresses for same customer and be able to enter an email address as a one off during the email document to customer process.

                            4 votes
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                              under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • Alert you when a duplicate Supplier Invoice is entered by Supplier Invoice Number.

                              Alert you if a duplicate Supplier Invoice is entered - triggered by Supplier Invoice Number.

                              1 vote
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                                under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • Dates Default to current year

                                Dates default to current year and not 2000

                                1 vote
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                                  under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                • Add the ability to invoice multiple jobs on the one invoice for the same customer

                                  Add the ability to invoice multiple jobs on the one invoice for the same customer. This will reduce the number of invoices raised and could help customers as they will only have the one invoice to enter covering multiple jobs / sites

                                  10 votes
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                                    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Allow 'group by' in invoices

                                    When generating an invoice, allow the user to 'group by'. For example, group by materials, other charges, labour etc. I know you can create sections in Charges and Invoices, but this is labour intensive and takes quite a long time.

                                    4 votes
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                                      under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Include company name on invoice header

                                      Provide an option to include customer Business Name on Customer Invoice header

                                      3 votes
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                                        under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Show Margin % on Back Costing Summary

                                        Your reports need to show the margin achieved on the job.

                                        3 votes
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                                          under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Flexible Scheduling allowing for changes in scheduled days due to weather

                                          Have a simple recurring schedule. So it only creates the next job once the previous job has been completed.

                                          4 votes
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                                            under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
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