General
858 results found
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Customizable Work Order Template
being able to remove line items and add more custom fields
1 vote -
1 vote
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Unify Assignees Across Contact/Job Creation Methods in Jobs V2
With Jobs V2, there are a few ways that a contact and job can be created, but they have different behavior for how they assign Sales Rep and Assignees. This creates confusion when field/sales users use the mobile method more often than the other methods and so do not have an expectation of needing to add the data later.
On Web, Home -> Contact List -> Create Contact generates the large contact form and pre-fills the Assignee in the form as the person who is adding it.
On Web, The Blue "Create +" Button doesn't have any fields for sales…
2 votes -
Automation to create a note on a job
Would like the ability to create an Event-Based Automation to create a Note in the Activity tab on a job with a template
3 votes -
1 vote
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1 vote
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1 vote
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NSE Page Numbers
It would be great if the NSE estimates could have page numbering enabled to add numbers automatically.
2 votes -
API Endpoint to post users
Would like to have a solution that allows a user to be posted into the system
2 votes -
Related Jobs Column for Contact Report
on the classic reports, it would be great if the Contact report had an optional related jobs column.
2 votes -
HyperLink Custom Fields
Would like to be able to save hyperlinks in contact/job details such that they are clickable to open in a new tab.
2 votes -
Import Legacy Templates into NSE Even if Ad Hoc Items
Legacy Estimates can be imported into NSE, however if the template has line items that are not referencing Products & Services directly, it cannot import. It would be better if it worked regardless.
2 votes -
Email forms to customers for surveys
Logo would like the ability to send a fillable survey form to their customers after service. Currently, we don't offer any tools that offer this
1 vote -
Choose which phone number to call from
Ability to click call on a contact and then choose which number you want to call from.
2 votes -
Adding Blank Open Tasks to Available Times on Calendar
Would like the capability to be able to add an open task of a certain color to mark open slots on the calendar to make it easier to view
1 vote -
1 vote
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One off line items on tinvoices
Sometimes there are items that we use once and never again and we want to add those on the new invoices without adding it to products & services
1 vote -
Eagleview measurement
to be able to have the option to automatically order a measurement in eagleview when inputting a client
1 vote -
1 vote
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Jobs Folder - New Feature in JobNimbus
It would be awesome to have a Folder Feature in JobNimbus.
Basically, you'd have the option to add specific jobs to a Folder and only specific people with set permissions can access that folder.
I know there is the groups feature, but that isn't what I am looking for. A Folder would be a great way of having a visual representation of jobs that only specific users have access to.
1 vote
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