General
874 results found
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Make dropdowns easy
they are too easy to mouse off of and mess up
2 votes -
Automatic Job synopsis
If you open up an old job downloading all the documents, (getting rid of the photos), and reading through everything can take a few hours. We would like to have the job automatically show the scope of work based off those documents
1 vote -
apple pencil support
would like the ability to log notes with apple pencil, as well as annotate photos and capture signatures
1 vote -
Task Assignments to Estimators/Custom Fields
We have a custom field for jobs that lists the team member who is the estimator. It would be great if tasks could be assigned to that field. For creating a task the assignee field could have that option instead of just the literal names. Especially for automations. That would allow us to auto assign the task to them as well as to other role types that we create that way. Or if there could be another way to mark and auto-assign estimators and other roles like sales reps. "Sales rep" is an option on automations that create tasks, but…
3 votes -
Add hyperlink to the "Inspection Section" in the app for NSE
Would like the ability to have the hyper-link option in the app version of the inspection section in New Sales Experience.
1 vote -
Ability to save templates for profit tracker
Get request for the ability to save a profit tracker template that would allow different commissions, salesperson, plan cost settings to all be saved on a template, so it doesn't have to be entered in every single time.
2 votes -
Automation to assign Job
Ability to create an automation that will assign a specific team member to a job when the status is modified.
4 votes -
NSE Email Activity Parity
Currently NSE related emails do not show in the activity feed. The open/click notifications are via email but also do not appear in the activity feed. Replies to that email seem to just disappear. This needs to work like all the other emails do. Activity in the activity feed included sent, replies, delivery status, etc.
2 votes -
1 vote
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Feedback - Task Reminders
One of the things I'd like my staff to do, especially sales and admin, is continually follow up with our clients. I'd like to request an easier way to set reminder tasks for users. I don't know exactly what or how yet but the creating tasks is several steps and cumbersome.
I would suggest looking at Pipedrive software features for this and see if JN can integrate some of those methodologies. It is very action focused software that doesn't allow you to forget jobs/clients/activites
2 votes -
Verbiage for surcharge to be customizable
It is illegal in Oklahoma to use Surcharge
1 vote -
photos automatically upload to job via engage
logo would like to be able to automatically upload photos to customers jobs when they are sent via engage.
1 vote -
2way sync with companycam
User would like the ability to have 2way sync with company cam
1 vote -
Print P&S
It would be great if we could print our Products & Services List. With and without Hidden items.
2 votes -
Hiding Tax Subtotals
Logo wants to be able to hide tax totals and subtotals of NSE Estimate when Enabling taxes and adding taxes in Estimates
2 votes -
/ReportDownload endpoint returns an empty 200 for empty responses
Right now it gives a 400 error
1 vote -
When the duplicate record QuickBooks error occurs, just choose a new invoice
It should create a new invoice ID instead of us having to make duplicate and delete invoices: https://jobnimbus.atlassian.net/wiki/spaces/CX/pages/2348286738/Common+Ticket+Scenarios#%5BhardBreak%5DXactimate%2FXactanalysis
1 vote -
Address info in JobNimbus Payments Portal
Right now, the JobNimbus Payments Portal shows the name for the transaction data, but not address etc. Please add the other data as well.
3 votes -
Ability to send attachments with invoices
Ability to send attachments with invoices such as photos or work orders
1 vote -
Third party API Payment Integration
Would like the ability to have an API connection through Zapier where we can take payments through a third party for our customers
1 vote
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