General
873 results found
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automatic email forwarding
wants the emails to automatically forward after updating the business email
1 vote -
Customizable contact/job screen on mobile app
To customize what details are shown on the top screen when viewing Contact/Job
1 vote -
Limit Sales Persons from being able to add ad-hoc line items
it would be preferred if customers can set a guard rail against ad-hoc items. That sales users can only use existing layouts and associated line items - prevents confusion and unneeded line items
1 vote -
Resize Company Logo
Would like to resize the company logo in the estimate creation screen to better fit the estimate.
1 vote -
Calendar Top/Bottom arrows to toggle from Month to Month
I would like to have the function of toggling through the calendar at the top and the bottom of the calendar to go from month to month.
1 vote -
Improved Job Scheduling
Currently, it is possible to schedule a job, but you cannot do so twice. It would be great if we could schedule jobs more than once and have each instance show.
2 votes -
NSE Financing Option - Months
Currently when inputting a custom financing option from estimate settings, the system will only let me choose years. This is problematic because if I offer 18 month financing, I'd have to input 1.5 years, but the system won't accept decimal points. So having the option of including "months" instead of "years" would be good for offering that kind of financing if decimals cannot be included (18 months instead of 1.5 years)
1 vote -
Mobile App - Credit Memos
The desktop version of JobNimbus has credit memos available in financials. I don't see this available in the mobile app. Could we add Credit Memos to financials in the mobile app?
2 votes -
Need to be able to hide/move the "Get Started" and link to Resource Center
Currently when creating layouts / templates in NSE, these buttons block the excluded pages section making it extremely difficult to add/remove pages from that section.
2 votes -
Turn off default related checkbox marked
turn off the related checkbox by default on contacts and jobs. This makes it difficult to view the activity on a job
2 votes -
Material Order Delivery Time and Method
When editing a material order, there is a Delivery Date, Time, and Method. It would be great if this would show on the PDF. That way we can see it once downloaded.
2 votes -
Attachment Type Report
We need a report that allows us to view our attachments. We have a wide variety of attachment types and primarily work off of those. Being able to see a report that can handle counts and filters, related records, etc would be extremely helpful.
2 votes -
Ability to Hide Notes on Mobile App
I really feel like having the ability to hide notes as a feature in access profiles would be a helpful feature. Or at least the option to default to hide notes only otherwise selected.
2 votes -
Bulk removal of line items
Customer would like to see the option to remove line items in bulk - ESPECIALLY FOR NSE - as using the layout/template library imports a ton of line items with no labor/material pricing - customer would like a means to remove those from the product and services screen in bulk.
2 votes -
Contacts Show Only for who they are Assigned to
Yes, we can filter out contacts from users on the app, but they can still access contacts that are not theirs
1 vote -
Edit Payments info columns on home page
Want to add a column for sales person
1 vote -
Force logout
After resetting the password on a login, it would be nice to force log out all users logged into that account. They updated their field login
1 vote -
Adding exponents into calculations
adding exponents capabilities into the calculation fields would be extremely handy. This is very useful with fencing calculations / concrete calculations, and would help cut down on confusion when entering complex calculations as a lot of logos forget the correct order of operations for mathematics.
1 vote -
Original SumoQuote Tokens Reinstated
I would like the original tokens that were usable on SumoQuote to be available again.
1 vote -
Pull Payment info to job details
want to have an easy way to pull information from the job into created job fields
1 vote
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