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  1. 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).

    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.

      • The ability to add description column in grid view

        Would be great to have the description column as an option in grid view

        1 vote
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          1 comment  ·  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 →
              • 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!

                12 votes
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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 →
                  • 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.

                    18 votes
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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 →
                              • Integrate MYOB timesheets

                                Integrate MYOB timesheets

                                4 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 →
                                  • s

                                    Add Corys Electrical to supplier hardware integration (like Placemakers)

                                    2 votes
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                                      under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                    • sale items

                                      Change the name of 'Sale items' to 'Costs' because it's very confusing. A Sale item is something that is selling at a discounted price!
                                      A 'cost' is something like materials and labour.

                                      3 votes
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                                        under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Schedule a task with day gaps in between.

                                        Ability to schedule tasks with day gaps in between, eg 9 - 5 on Monday then 11am – 4pm on Wednesday.

                                        1 vote
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                                          under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                                        • printing invoicies

                                          Show when invoices have been printed not all get emailed and there's nothing to show that what date you have printed it on if you need to look back to check

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