General
968 results found
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New Invoice Experience - Option to edit line item descriptions
In the new invoice experience, it would be nice to be able to edit the line item descriptions from that page instead of having to go to settings, then products and services.
2 votes -
Eagle View Order Auto-populate to Activity Feed
Logo would like the action of ordering an Eagle View report to auto populate to the Activity feed of the Job. This way anyone assigned to the Job can quickly access that information.
3 votes -
5 votes
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Read only access profile
Ability to set access profiles to view boards only, not edit or move anything in them
1 vote -
Note Attachments on Mobile
On web, it is possible to add attachments to notes. Photos, files, etc. But on mobile app, you can only enter text and cannot add attachments. Need the note attachments expanded to mobile as well. Photos and files.
3 votes -
1 vote
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Emails - Download as PDF
It would be good to have the option to download email threads from the activity log as a PDF
2 votes -
Improve Calendar View Sizing
When the calendar has lots of tasks, the month view will load and then stretch the rows to fit the list of tasks. However, it stretches every row for the month, even if a whole row does not need it. It would be great of rows that did not have as much data would scale appropriately to reduce white space.
2 votes -
2 votes
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3 votes
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SQ - Orders From Unsigned Reports
Currently, we only have the option to create an order from a report once it has been signed. However, there are circumstances where we need that earlier. We need a way to convert an unsigned report to an order.
2 votes -
New Contact Defaults
Ability to set default sales rep and lead sources when creating a new contact
1 vote -
[[signature]] for contact and user in templates
It would be nice to have a field template for [[signature]] that is specific to the user and contact.
For example, lets say at the bottom of a document template, I have a signature section for the customer and an internal employee, I'd like to be able to input a [[usersignature]] field and [[contactsignature]] field that way I know where the digital signatures will show up on the document. It will help the signed document look nicer after signing.
Since there isn't a way to distinguish signatures right now, there is no way of knowing which signature will pull up…
2 votes -
4 votes
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Two Calendars in JobNimbus
Would like the ability to have more than one calendar in JobNimbus to keep jobs scheduled and tasks seperate.
1 vote -
Job title on estimate
When working on a job estimate, it would be nice to have the job title at the top of the estimate so they know what job they are working on
1 vote -
Appointments Scheduled - Percentage Report
It would be nice to have a report either in insights or classic reports that shows how many appointments were scheduled but didn't turn into a sale. A percentage would be ideal.
For example, say of 100 leads for a week, month, or year, 25 of those turn into scheduled appointments, but never go to a sold stage, it would be nice to have a report that show the percentage amount of those that had appointments.
3 votes -
Classic reports, filter by estimate type
The ability to pull reports for the type of estimate that was created. Examples being: full/half roof, roof repair, etc
1 vote -
Custom insight reports
Requested to include all sales data in a single report, including material cost, labor costs, balance, etc.
2 votes -
Hide Good better best
The option to hide the other options after the customer has chosen one
1 vote
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