General
1037 results found
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AssistAI sets the status
Instead of putting it into a vague status, it would be nice if it put it into an appropriate workflow (residential vs insurance vs gutters, etc)
1 vote -
Manual Tax Amount
Would like to manually type a specific tax dollar amount in an estimate, rather then input a percentage.
1 vote -
1 vote
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Company address on Work Order Delivery address
Default to company address instead of the customer's address for the delivery address section on Work Orders
1 vote -
AssistAI Appointment vs lead status
When a lead is created with AssistAI it only goes to one status. Could be nice if it went to one status (Lead) if no appointment was scheduled, and a different status (Appointment scheduled) if an appointment was scheduled
3 votes -
NSE One Page Quotes
We liked the legacy estimates because we were able to get our logo, the estimate information, and the customer signature all on one page. With the New Sales Experience, our logo goes on the cover page with some other stuff, the line items go on the Estimate Details Page, and the customer's signature goes on the Authorization Page. As a PDF, the new estimates are nice, but we operate in a rural area with lots of clients who prefer physical copies. We would love a way to get a one-page estimate with the logo, line items, and signature all on…
6 votes -
1 vote
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Boards- Color Prioritizing tasks on Jobs Board
I think it would be really amazing if on the job board, each individual had the ability to highlight on their screen the tabs for the job, and have a few different colors. For example, I have a job that is pretty important that i am doing something at tomorrow. I know I could add a task but if I could just click the three little dots and highlight it green, blue, yellow, so that I knew it was of a certain priority level That would be a really cool add on to the board screen.
1 vote -
1 vote
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1 vote
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1 vote
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Access to Contact and Job info during server issues, website issues or whenever Jobnimbus is down.
A few weeks ago, when the server crashed and affected all types of websites, there was no access to basic information about Jobs and Customers. Something like an Excel-style spreadsheet that is updated automatically and maybe emailed weekly with that info would be very reassuring and helpful during unforeseen circumstances. We need access to our customer and job data offline.
1 vote -
Classic Reports- Need more filters or ability to add them
Trying to Create a job report, it is super frustrating to have a report where there are so many filters and yet when you want to add seperate filters for stand alone phone, email or address, they are not available. Please streamline this process to where we are able to add the filters in if they are not there. Just like you have with job fields.
1 vote -
1 vote
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Limit access to template creation
Would like to see the ability to create estimate templates be an area where we can place restrictions to prevent build up of redundant templates
1 vote -
Remove the need to add a start date to edit a work order
We do not need a start date for a work order until we are able to schedule with a homeowner. Which I would assume would be the case for many contractors using this platform.
1 vote -
PDF view in App
Would like the PDF view within the app to be all page view.
1 vote -
All page view of PDF's in the App
We would love to see PDF's within the app showing and "all page view."
1 vote -
Color Code Calendar by Trade
We would like the ability to color code the calendar by trade so that we can differentiate the trades easily on the calendar view.
1 vote -
1 vote
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