General
962 results found
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1 vote
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Estimate Name to be Job Name
When we create estimates using the New Sales Experience, we would like to be able to set the Estimate Name to automatically match the Job Name.
3 votes -
Financing Integration for Slice
Need Slice as an option because they have better rates than Sunlight Financial
3 votes -
Highlighted areas in the general customer profile
Could we have certain fields in the customer profile be highlighted? See the attached example.
2 votes -
Upload Size Limit
Sometimes, the files we upload into JN are really large but there is a 100MB limit. It would be great if we could adjust this.
3 votes -
The ability to remove photos from NSE Estimate Inspection page directly
Work around is to remove the photo from the job, however removing the photo from the estimate page if needed instead of the job would be useful.
1 vote -
Nesting tasks
To be able to nest sub tasks inside of tasks
1 vote -
Activity report
To allow the activity report to filter by specific jobs
1 vote -
1 vote
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Automation that will convert fully signed estimate to a Work Order.
Would like to have the ability to set up an automation where once the estimate is fully signed, it will trigger to create the work order off of the estimate.
1 vote -
1 vote
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Board Card Option for next Appointment Scheduled
Add to the board cards an option to see when next appts are scheduled so you can better prioritize people
1 vote -
1 vote
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Hide sections and still show line totals
Would like to hide sections but still display line totals on an estimate
1 vote -
1 vote
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Turn off signature needed button on document templates
Would like the ability to create a Certificate of Completion and be able to turn off the signature needed button. We don't need a signature from the customer, we just need the document under certain jobs.
1 vote -
1 vote
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Add create Contact - full details
I can no longer create a contact from the home screen. The "Create +" button only allows a Job or Task to be created now, so I have to begin to create a Job, get Name & phone number, create from that, then go back into the search bar, type in their name and go to their profile, and then I can go on creating the contact from there. There is a drop-down feature that allows me to add in more detailed information, but not everything we need including class, lead status, etc. It is an extra step, and messes…
2 votes -
Paid online comprehensive training for JobNimbus outside of professional services
Beyond professional services, if there were online training that is more comprehensive that people could purchase and refer back to.
3 votes -
1 vote
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