General
985 results found
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1 vote
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Insights dashboard date customization
Would like to edit dashboard boxes to show "this week" instead of just 'last week', etc. Or even be able to customize the timeframes on the dashboard
1 vote -
1 vote
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hyperlink in email
When a customer replies to an email, the logo would like there to be a clickable area in the email that will take her directly to the associated job.
1 vote -
Option to Toggle Contact off on New Jobs Experience
We would like the ability when on the job to hide the contact that is in the bottom, right corner as it is confusing and redundant to have the customers name in both places.
1 vote -
NSE Templates - terms and conditions template option
Would like the option to create Terms and Conditions templates in New Sales Experience.
1 vote -
Subtasks on new jobs view
Currently, the only way to create a subtask is through the calendar. Allow the ability to add subtasks in new jobs
1 vote -
Work Order screen should show Cost of the Work Order not Material Cost
With the new improvements in JN, the work order screen now shows the material cost of each work order rather than the cost of the work order. If a salesman provides an estimate for for $1500 he would expect to find a work order for $1500. Why would he want to see a material cost when looking for the matching work order
2 votes -
1 vote
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Responses to automated texts go to unassigned, not archived
Right now it is very easy to miss customer replies if they reply to text automations because it goes to archived immediately.
1 vote -
Allow the cover photo of the job to not autopopulate on the cover page of estimates
Make it so the cover photo for the job is separate from the cover photo of the estimate.
1 vote -
2 votes
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Automatically calculating quantities of different materials for a product without an integrated supplier
Would like to automatically calculate quantities of different materials for a product without an integrated supplier. using a PVC window surround example, he explained needing different lengths of various PVC board types (1x4, 1x6, and crown) cut from 18-foot lengths for multiple windows. Basically would like the system to bundle multiple materials into a single product with automatic quantity calculations.
1 vote -
SQ and JN Control What Happens when an Estimate Link Expires
In addition to the timeframe for expiration. It would be much better if we had control over IF the link should re-send. If our pricing is time-sensitive, why would we want it to resend at all after expiration?
18 votes -
Profit Tracker - View available in the Mobile App
We would like to be able to track profit and loss on the desktop and the mobile app. This would be extremely helpful to have this ability when out in the field.
1 vote -
Profit Tracker - Split Commission Sections by Trade
I need a way to split the profit tracker for commission purposes, or produce a separate cost section. This would help keep things organized, as I pay gutters differently than other trades.
1 vote -
Adding Custom Spacing Options for Emails
It would be great to have customer spacing options in the email editor to increase professionalism and customization.
2 votes -
Be able to edit the small icons on board cards
Would like the ability to customize and edit the small icons on the bottom of board cards. Days in status, Tasks, attachments, are the ones that are showing. Please let us choose what shows there instead
1 vote -
Being able to "PIN" an important comment in notes/activity
It would be really helpful to be able to pin an important note in the activity field that we can either share with all those assigned to that job.
1 vote -
Maintain Formula When Changing UoM
When we have an item in the Products & Services List that has a formula saved under the calculation, if we modify the UoM it deletes the formula. It would be better if it maintained the formula so we could adjust it if needed, rather than deleting it and having us figure it out again.
2 votes
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