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211 results found

  1. Automations to Change Work Order Status

    Would like to be able to Work Order status as an option in the actions of an automation. For now, actions can update contacts and jobs, but it would be helpful if it could update the Work Order too.

    5 votes

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    1 comment  ·  Admin →
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  2. Products & Services Lookup Improvement

    Whenever entering the name of a Product or Service(Estimate, Invoice, Material Order, Products & Services), it has some suggestions, but they do not include the descriptions. With the 31 character limit on the names, it would be very helpful if the descriptions also showed up with the names to make it easier to identify the proper item before selecting it.

    3 votes

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  3. Download PDF of Proposals

    Add option to download PDF of Proposals so they can be saved and printed.

    18 votes

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  4. 3 votes

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  5. Update New Sales Experience Cover Page

    Add ability to update company info in the New Sales Experience. Changes to company phone number and email addresses do not sync to NSE.

    3 votes

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  6. 2 votes

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  7. Larger Download All Photo Size Limit

    It would be great to be able to download large numbers of photos from JobNimbus from a job so that I don't have to download each image individually. Or to have the option to select a list of what photos to download to lessen the size of the file downloaded.

    3 votes

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    1 comment  ·  Admin →
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  8. Formatting Options in New Sales Experience

    Add ability to format phone numbers and email addresses in the new sales experience. Right now, the email address cannot be capitalized and the phone number does not include any dashes, which is hard to read.

    3 votes

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  9. Hiring Process for Team Members

    Please add the ability to show where someone is in the hiring process and the ability to track certifications such as drivers license, car insurance, iicrc, mold, etc...

    4 votes

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  10. Complex Automation Conditions

    Currently, an automation with multiple conditions can trigger by requiring ALL or ANY of the conditions to be true. I need to be able to adjust specifically which conditions must work together.

    Our company has many tasks that complete at certain stages but that do not follow a specific order. So I need to be able to set a condition that can look for one series of conditions AND a second series of conditions and so on at the same time. I can't really split this up because the tasks are handled separately, and the completion order just depends on…

    3 votes

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  11. Material order delete section remove all line items not just the section name

    Material order delete section remove the entire section

    2 votes

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  12. Not Require Adding a Phone Number and Email when adding a Contact.

    On JobsV2 I would like to be able to add a contact without having to add a phone number and email. We don't always have that information available when we get a new lead.

    2 votes

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    1 comment  ·  Admin →
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  13. Backdate Stage Dates on Insights

    I would like to be able to manually change the stage date shown on Insights.

    4 votes

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  14. Photo Editing on Web App

    Add ability to edit photos on web app, not just on mobile.

    4 votes

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  15. Icon of Sales Rep on Boards

    I want the icon displayed on the boards to show the sales rep initials rather than the "assigned to" initials.

    5 votes

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  16. Shorter Filenames for CompanyCam Photos

    Photos that sync over from CompanyCam have crazy long filenames. This makes photo reports look terrible because there will be several lines of text for the names. If I share a photo via CompanyCam and then someone clicks into the link and views/downloads individual photos, then it does show those crazy names in the URL. However, if I select download all photos and put in my email, CompanyCam will send a zip file that contains the photos with normal names when unzipped. Please update the integration to pull the shorter names.

    2 votes

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  17. Limit what users can create records

    Some of our guys shouldn't be able to clog the pipeline with jobs they created. Wish their was a way in the user profile to limit jobs creation and maybe even contact creation

    4 votes

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    1 comment  ·  Admin →
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  18. User how to hire the mobile app development company in new york

    To hire a top-tier mobile app development company in New York (https://www.tekrevol.com/mobile-app-development-new-york-city), start by researching local firms, reviewing their portfolios, and checking client testimonials. Evaluate their expertise, project delivery records, and communication processes. Schedule consultations to discuss your project needs and ensure alignment with their skills and capabilities.

    2 votes

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  19. Bulk Edit Custom Fields

    Ability to bulk edit custom fields since we can't change the type.

    2 votes

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  20. 2 votes

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