General
760 results found
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Insights report formatting
We need the Reports on Insights to have the total sum show at the bottom and all the columns to show up when exported as a file. Currently, the totals are missing and the columns are all mixed when the report is exported. If it were neatly formatted, it would be more user friendly for our meetings that we run.
1 vote -
Printing Calendar from JobNimbus
Would like to print the calendar in a readable font directly from JobNimbus for a specific month.
1 vote -
Customize the Estimate Detail Page
It would be great if we could customize the estimate detail pages with things like logos or designs. Even a basic PDF page that acts as the background for the line items would be good. That way when we customize the pages we could make them all uniform. This would go for other pages to like the Auth page.
2 votes -
Edit Products and Services
Would like the ability to edit Products and Services list. Bulk Edit.
1 vote -
Auto CC Invoice Emails (including to non-users)
Need to be able to set an automatic CC for invoice emails. It needs to be possible to be someone outside of the organization. It could work as a n automation if there was an option to set up a CC on automation emails.
4 votes -
Create task that will assign the task to the time zone properly.
We are a company based out of Salt Lake and create tasks for our team in Arizona. Arizona does not have Daylight Savings time. We need the ability to set a task according to their time zone., and not have to create it for an hour later for it to show up properly for the Arizona team.
1 vote -
Separate calendars by location
This would make things easier
1 vote -
Photo markup on desktop
Would like to have the option to do photo markup on the desktop like you can on mobile
1 vote -
Ability to filter maps by status.
Feature request to filter maps on mobile by the status of the job or contact.
1 vote -
Customizable Cover Page
have a customizable cover page so we can make it formatted how we would like it
1 vote -
Edit/Duplicate Buttons - Adjust the menu UI
We are having repeat situations where staff are trying to click "Duplicate" on a job and accidentally click "Edit". Both screens look nearly identical. Just looking to see if this can be modified.
1 vote -
1 vote
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Email activity for estimates
Estimate emails do not currently show whether emails have been sent or not, like other emails, but they should
1 vote -
Complete Tasks Via Automation
Would like the ability to have the action of an automation complete a task.
2 votes -
Ability to see the dollar amount requested for the deposit when a percent is entered.
It isn't currently possible to see the actual amount that was requested for a deposit when a percentage is entered. It would be nice to see this directly when creating the deposit.
2 votes -
Ability to view the tax on the upgrades option on the signing and upgrades page
Even though the estimate details page shows the tax, the signing and upgrades page does not display tax directly on the estimate. It would be nice if this were implemented so it could be visible from the PDF of the estimate and the customer wouldn't have to get all the way to the signing portion.
1 vote -
Ability to see tax amount on upgrades in the "Signing & Upgrades" page
The estimate details page has the ability to seed the tax on the amount listed there, but the upgrades in the signing and upgrades page do not. This feature request is to have the tax listed there as well for those upgrades.
1 vote -
1 vote
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Add interest to invoicing
Would like to have the option to add interest to an unpaid invoice
1 vote -
2 votes
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