General
985 results found
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Edit P&S from estimate layout screen
When editing estimate layouts and templates, would like to be able to make changes to material cost on products and have those changes reflect in Product & Services
1 vote -
1 vote
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Adding Jobs in New Jobs Experience
Before, when adding a new job on a contact, the Job name would automatically populate with the contact name (We want that), and the description that was typed in the description box of the contact would automatically copy over into the job description (We want that). Also, the Sales Rep, Lead source, etc. that was assigned on the Contact level used to automatically populate the same on the job and no longer does - we need that
2 votes -
Profit Tracker Quantities
Would like Profit tracker to track costs additionally with not only cost in dollar amounts but with quantities as well
1 vote -
Date Updated Field Logic on Estimates
When I change the status on a job, all of the estimates attached to that job show their "Date Updated" as the time the job status was changed. Even though I didn't make any changes to the estimates themselves. This makes it difficult to tell when an estimate was actually last edited when using Classic Reports to filter for this data.
I'd like the "Date Updated" field on estimates to only reflect when a real change was made to the estimate, such as editing line items, changing the amount, updating the description, etc. Background syncs from the parent job shouldn't…
1 vote -
shared line items across estimate quotes
Allow estimate templates with tiers (Good / Better / Best or Either / Or) to share common line items and quantities across all tiers, so estimators only need to enter quantities once.
1 vote -
Feature Request: Allow Materials to Open Directly Into a Default Material Template
Request the ability to configure a default material template so that when a user clicks Materials or Create Material Order, it opens directly into that template instead of first showing the template selection page.
1 vote -
Individual report tables for results
This user is wanting to see the ability to have separate tables within insights. For example, the ability to have separate tables in regard to lead sources, one for Google, facebook, etc.
1 vote -
2 votes
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Changing metrics on Profit Tracker
To change the default of what metrics are being tracked in Profit Tracker (the 5 boxes)
1 vote -
Edit the default message for the Text payment request button
We would like to be able to customize the default message when you send an invoice via text
1 vote -
Mark Work Orders Complete
Mark Work Orders complete and have them crossed off on the calendar in the same way a completed task would do and look like.
1 vote -
1 vote
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1 vote
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1 vote
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line item formatting
allow formatting like bullet points or sub-line items within estimates
1 vote -
Hidden task types appearing as numbers on automations
Tasks types that are marked as hidden, don't appear correctly on automations, will show 'Task Type: 27' instead of 'Task Type: Phone Call' for example. Would like for it to stop using numbers
1 vote -
Uploaded Documents
Would love if the system could auto determine what type of document is being uploaded to the documents tab instead of defaulting to "Signed Contract" it gets very confusing when our team doesn't choose the type of document and instead of saying "default" it defaults to "signed contract."
1 vote -
Be able to add new products in a material order on the mobile app
We have to create an estimate and then convert that estimate to a material order if we want to add a new product on the mobile app. Please make it so we can just at the new product in a material order like we can with an estimate
1 vote -
Calendar customization
I would like to provide some feedback on the Jobnimbus Calender. We have used quite a few different ones, and I think JN would benefit alot from giving more customizability to their calendars. Here are some ideas:
Ability to change columns and rows to be for different data. For example, instead of having the time for the rows, we could have technicians listed by name
Ability to chose what info displays in the breif description displayed on the calender
Would be really cool if yall had a program that integrated that could be used as a timeclock. Currently, we are…2 votes
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