General
909 results found
-
2 votes
-
Profit tracker x insights permissions
Right now if someone has the ability to see Insights they can see profit tracker, which is inappropriate when we just want them to see their sales
1 vote -
1 vote
-
JobNimbus Jobs V2
JobNimbus Jobs V2 should have it's own category within User Voice in order for users to easily find and support the things that don't work and features remove unnecessarily that make more work. Change is always going to take getting used to but when things don't work at all or make work more difficult there needs to be an easy way for user's to voice there concerns and feel assured the feedback is being monitored.
I for one have tried the new Beta version of the roll out and there were so many issues I couldn't work around that I…
1 vote -
Would like to hide incomplete tasks on web and mobile
To declutter the calendar
1 vote -
manually enter estimate price
Ability to adjust the price of the estimate without going line by line
2 votes -
Dark Mode on Web
Dark mode on desktop would be a very nice feature to have. I'm on JN for hours most days and would much prefer a dark theme over the current light theme. It's much easier on the eyes when looking at a screen for hours a day.
1 vote -
Sumoquote bluprint
Want to be able to blueprint a company for another company. Essentially copy/paste companies, but add a different name
2 votes -
Financials User Interface
Logo would like to navigate back to a job more easily after creating a document in the Financials tab; the only options are to go back to contacts, Logo has to lookup the job again
1 vote -
Ability to see customer's info in calendar by hovering mouse over customer info
While office admin is scheduling jobs it would be very helpful to be able to see customer's info on jobs currently in sales reps calendar's. Currently you can click on customer and see info on side of screen, but then you need to exit and click on the next. Would be great to hover over current jobs to see address and see how new customer fits into schedule without a bunch of back and forth.
1 vote -
Color Selection on Signing & Upgrades Page
On the Signing & Upgrades page in my Estimate I see I should be able to have a section that says My Product Selections that my customer can select which color they want. This was available in SumOQuote. In learn Job Nimbus it shows as something that we should easily be able to edit.
1 vote -
Editing notes (Access profiles)
Currently editing the notes of others is locked behind Full Access and limited access. Limited access is only able to edit their notes, but not others. Ideally, the ability to edit notes of others would be nice to have as a selectable feature within access profiles
1 vote -
Engage - option to clear notifications manually so they can go back and review them
option to acknowledge messages so if they forget they can go back and have the reminder that they are there
2 votes -
Engage - Group Texts
Referrals from adjusters that want to be included in the text so they are needing to send texts outside of engage now
2 votes -
Token ID for estimate ID in estimates settings
Want to be able to add additional tokens/template fields for estimate layouts. Specifically Estimate ID
1 vote -
2 votes
-
Issue with Estimate Cover/Title Page. The formatting of phone number in NSE. It needs ( ) and - in the number.
We have gotten multiple complaints on how this looks, it looks very unprofessional.
It should look like (000)000-00001 vote -
Issue with Estimate Cover/Title Page. The formatting of phone number in NSE. It needs ( ) and - in the number.
We have gotten multiple complaints on how this looks, it looks very unprofessional.
It should look like (000)000-00001 vote -
Support embedded links on estimates
would like to show customers videos directly on the quotes - that is, clickable and won't close the estimate when they open it
2 votes -
Estimates Pending Signature Total For Board Columns
We are able to do {{last_estimate}} on board cards, which is great. But we would like to be able to do the same for the options for the column totals.
2 votes
.png){kind=link}
- Don't see your idea?