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JobBoss History
It would be great to have a history of all actions in JobBoss. This would be deletions, changes etc8 Likely to implement
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Expand Character Limit - Material ID's
We buy a lot of commercial items to jobs and the 30 character material limit is often too short for us to fit the manufacturer and their part number together without losing important part data. For example, SMC #SS5V1-W10S1EAND-12B-N3-D218070A get...15 Likely to implement
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Quote Revisions
Would like the system to track changes to quotes similar to PO's and routings, the best would be to generate a revision anytime a quote is modified then saved.2 Likely to implement
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Change status of multiple lines simultaneously
I would like to be able to select multiple lines and change the status of them instead of having to do each line individually. For example: jobs, quotes, sales orders, purchase orders.
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Likely to implement
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When exporting a quote, populate the file name with "Quote XXXXX" where XXXXX is the actual quote number.
Currently when a quote is exported the default file name is populated so everytime a file is saved you have to change the name. Having the file name populated with the actual quote number in JobBoss would reduce possible typing errors and save time.3 Likely to implement
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Accounts Receivable - Cash Receipts The customer check number field is too small. 8 characters is not enough.
Many check numbers today are more than 8 characters. If you put an abbreviated check number in the check number field, you have a difficult time referencing that number if you need to.0 Likely to implement
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Note Field Sizes in JobBOSS 2020
Please return to making the "Note" Field sizes adjustable like in previous versions. This is needed in order to expand the window to see extended descriptions and attachments. Sometime we have more than 30 attachments in the Extended Descripti...0 Likely to implement
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One Click Quote To Order
Too many clicks becomes a time waste and facilitates more error possibilities. If there were a way to duplicate an existing quote EXACTLY into a SO by one click, we could eliminate the need to copy from and have to drag each line item over. Most o...4 Likely to implement
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Increase the length of the Revision field for Jobs, Sales Orders, Quotes, and Material.
The current field length is only 8 characters. We have many part numbers that can have up to 64 characters. When you include the Parts List, or ADCN it will quickly exceded 8 characters. As a work around we have to use the Extended Description fo...0 Likely to implement
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Increase the field length of SHipment Method from 15 characters to 20
Currently we have to abreviate the Shipment method so that it is difficult to undersand what is meant.