General
1086 results found
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View Calendar from the Job
Allow users to open a pop-up calendar directly from a job to see sales rep availability when scheduling appointments without having to switch between multiple tabs
2 votes -
Show which UoM's don't have calculations.
With the newer method for managing calculations, we are able to associate multiple Products & Services items to the same calculation. We can see all of the items that could be related to each calculation(based on matching UoM) by using the (+ Product) search under each calculation, but there isn't a quick way to make sure that all UoM's have a calculation. A section, option, or field that displayed all the UoM's that exist on visible products, but that are not yet on a calculation, would be helpful to make sure we have everything accounted for.
1 vote -
1 vote
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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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Please fix broken Job Fields widget on Job dashboard, cannot restore to 1/2 width
From the inception of being able to use the new layout 6+ months ago, i had shortened the width of the job fields widget to the width of 1/2 screen . To be honest it takes up way too much real estate on the full screen or "2 blocks wide" format. JobNimbus asked me to clear my cookies and after i did , the Job Fields Widget was 2 blocks wide. I can grab the corner and make it longer but i cant make it shorter in width. Tech support doesn't think it was ever intended to be shortened to…
1 vote -
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 -
2 votes
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2 votes
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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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