General
858 results found
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Roofscope integration being more user friendly
"It's not a very great integration. You have to go to the roofscope site and order the reports there and there is a jobnimbus section with a dropdown to select a contact but you cannot search and it is not very user friendly. Almost unusable honestly. So we probably will not be using much of that unfortunately."
1 vote -
filter by street names
Would like the option to filter a classic report by just street names
1 vote -
Recurring Payments/Auto Pay
Would like to automatically bill a client with recurring payments.
1 vote -
Improved Hiding Products & Services
With the New Sales Experience, we have the ability to manage calculations for individual products. However, hiding a product or service does not remove it from that list. Having "hidden" item showing here is confusing and it would be improved by hiding them here as well.
2 votes -
video uploads
allow video uploads to job files
2 votes -
Estimate inspection page not displaying as intended
Inspection page is not picking up the first section title, instead is only showing page title, then skipping to the next section title. Would prefer if the text for Inspection is larger than the text for the other section titles as well
2 votes -
Direct Wisetack Integration
We would love to be able to have Wisetack integrate within the estimates themselves to make the process easier.
2 votes -
Automations to Recognize Notes in Activity
There is an automation recipe in the Help Center for recognizing when a document is signed. However, when we try to adapt this recipe to detect the activity message for a document being sent, it does not work. Being able to trigger automations by when a "Activity" is "Modified" with the condition If "Note" "contains (any)" "sent Document" and have it read the email messages that appear in the activity feed as well, would be very useful.
2 votes -
Sending work orders through engage or text
Wants the ability to send work orders through text as well as email
1 vote -
1 vote
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Ability to reply to a note directly rather that having to create a new note
Would make it easier to view responses to questions
1 vote -
Document tables don't Vertically center
It looks ugly
1 vote -
Bulk Edit Items Within Report but not Entire Report
Currently, bulk edits impact an entire report so they require creating additional reports every time. It would be fantastic if we could get the ability to mark specific items of a report and then bulk edit just those items. This would be useful when looking at large data sets, or specific reports that required complex filters to view as it would reduce the need for more, even more complex reports.
2 votes -
Default private notes
The ability to make all notes private by default
1 vote -
Delete old documents
Being able to delete old documents that are still connected to contacts.
1 vote -
1 vote
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Estimate options
Ability to add more than three options to an estimate
1 vote -
Hide completed work orders from the calendar
Would like the ability to hide completed work orders from the calendar, similarly how tasks are handled
1 vote -
Able to set price for quote separate from material costs
This would help with quickly putting in insurance estimates and seeing profits
1 vote -
Edit price on estimate for insurance
Need to be able enter prince the profit and loss for insurance when building an estimate
1 vote
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