General
1065 results found
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Estimate reply to not go to external email
When an estimate is sent, and a customer replies to that email, it goes to the user's external email instead of JN. Would like settings to control this
1 vote -
Add ability to add a note of authorization within the signings and upgrades page
Would like the ability to add a note such as, 'Authorized by....' below where the customer signs an estimate
1 vote -
Subcontractor task tab
Would like a task tab added back for Subcontractor contact page
1 vote -
1 vote
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1 vote
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unit of measure character limit
To allow a custom unit of measure to be longer than 5 characters
1 vote -
JobNimbus Marketing in Mobile App
I would like to be able to access the "Marketing" tab in the JobNimbus mobile app.
2 votes -
Display Other Trades NSE
In SumoQuote, the cover pages have a section that you can edit to inform the customer of other trades you can help with. In the New Sales Experience, the cover page designs that can be chosen from display that data, but the system does not have anywhere to actually manipulate it. We would like this feature to be built within JobNimbus so that NSE reflects the functionality that the designs imply.
2 votes -
1 vote
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Insurance Restoration NSE
for insurance restoration companies
I would like to have a drop-down menu as an option for a line item
Example :
Line item : Malarkey legacy
Drop down menu: >desert sand color
I would like to create sections and drag line items already created in a section to the new sections
I would like to have the screen scroll when I get to the top or bottom while dragging a line item. Moving lots of line items is a real drag 🤓
I would like the option to turn off prices per item
example
Line item : roof per insurance…1 vote -
Add more Characters to Notes in Material Orders
Would like for the notes section to have the character limit extended so that we can add more characters. We put our stock material orders in there for the production team so they know what to bring from the warehouse in the mornings.
1 vote -
Wrap Text on Andriod App
Would like to have the option of wrap text for document titles when viewing on mobile app like the ios version
1 vote -
1 vote
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Custom Fields to populate recipient in emails
To have emails pull possible recipients from custom fields on Contacts and/or jobs
1 vote -
2 Calculations or more per product
Have 2 or more calculations per product since some products have more than 2 ways to calculate
1 vote -
1 vote
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Have an option to make appointments on the calendar instead of only having tasks
It would be helpful to have the ability to create appointments in JN instead of only creating a task. It helps to organize and read the calendar easier.
1 vote -
Ability to delete or edit fields on a material order
I need the ability to go into an existing material order and edit the dates that it needs to be delivered, etc.
1 vote -
Edit Design Layout per Estimate created
I built out all of my templates in NSE with the design layout that I choose, and noticed after that my company name does not fully show up on the cover letter. I did a lot of work to have to go back in and change the template design only to have it change over the entire platform, changing the formatting to where I have to go back in and edit all of the templates again.
1 vote -
SQ- Hide "Select Date" on Work Orders material Page
Would like to have the materials page toggled on when sending a work order and have the option to toggle off the fields for "Select date" and "Select Time".
1 vote
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