General
109 results found
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Payment auto deduct
The ability to have the system auto deduct payments on specified dates and amounts.
1 vote -
Remove Deactivated Sales Rep from Insights
I would like to remove any deactivated sales reps from showing on my Insights filters.
2 votes -
Download Forms Mobile
Forms are downloadable on web, but wants them downloadable on mobile app.
2 votes -
Add Most Recent Activity to Job Report
I would like to be able to add a "most recent activity" column to my job or contact board.
1 vote -
NSE insert token field options
NSE insert token field have the option to add customer email and customer phone number
1 vote -
3 votes
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Products & Services Lookup Improvement
Whenever entering the name of a Product or Service(Estimate, Invoice, Material Order, Products & Services), it has some suggestions, but they do not include the descriptions. With the 31 character limit on the names, it would be very helpful if the descriptions also showed up with the names to make it easier to identify the proper item before selecting it.
3 votes -
Update New Sales Experience Cover Page
Add ability to update company info in the New Sales Experience. Changes to company phone number and email addresses do not sync to NSE.
5 votes -
Formatting Options in New Sales Experience
Add ability to format phone numbers and email addresses in the new sales experience. Right now, the email address cannot be capitalized and the phone number does not include any dashes, which is hard to read.
3 votes -
Larger Download All Photo Size Limit
It would be great to be able to download large numbers of photos from JobNimbus from a job so that I don't have to download each image individually. Or to have the option to select a list of what photos to download to lessen the size of the file downloaded.
3 votes -
Backdate Stage Dates on Insights
I would like to be able to manually change the stage date shown on Insights.
4 votes -
Be able to set specific time periods for when the proposal link expires
It would be nice to be able to set a time frame for when the proposal link expires.
3 votes -
Photo Editing on Web App
Add ability to edit photos on web app, not just on mobile.
4 votes -
The ability to translate documents directly within JN.
The ability to translate documents directly within JN.
3 votes -
Complex Automation Conditions
Currently, an automation with multiple conditions can trigger by requiring ALL or ANY of the conditions to be true. I need to be able to adjust specifically which conditions must work together.
Our company has many tasks that complete at certain stages but that do not follow a specific order. So I need to be able to set a condition that can look for one series of conditions AND a second series of conditions and so on at the same time. I can't really split this up because the tasks are handled separately, and the completion order just depends on…
3 votes -
Remove "Supplier Catalog" From Estimates
As the "supplier catalog" option requires integration with a supplier, the user would like the ability to disable the field on his estimates. It can be confusing to his team members since it is one of the first options on the estimate as you fill it out.
3 votes -
Icon of Sales Rep on Boards
I want the icon displayed on the boards to show the sales rep initials rather than the "assigned to" initials.
5 votes -
Limit what users can create records
Some of our guys shouldn't be able to clog the pipeline with jobs they created. Wish their was a way in the user profile to limit jobs creation and maybe even contact creation
4 votes -
Hiring Process for Team Members
Please add the ability to show where someone is in the hiring process and the ability to track certifications such as drivers license, car insurance, iicrc, mold, etc...
4 votes -
The ability to sync classes in QBO.
The ability to sync classes in QBO.
3 votes
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