General
475 results found
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Show Item Name on NSE Estimate in Mobile
In the iOS app, NSE estimates will only show product descriptions in the quote details section and not the item name like in the web.
1 vote -
1 vote
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1 vote
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1 vote
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2 votes
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Amount collected in Budgets reporting
Logo would like to include payment collected with the budget classic reporting. Mentioned that he doesn't invoice all customers through JobNimbus and forgets to create invoices for jobs that are paid outside of JN. Would like to see this consolidated with his profit and sales rep data in the budgeting reports
1 vote -
Master List for Projects or Company
We would like a list of multiple people, their title, name, number and email for a project / company. When we look it up on the phone, we only have one number and it goes to the home office When we’re trying to call the superintendent, and we don’t have his name or title. We just call a number that pops up; then a secretary answers, we don’t know her name, she doesn't know what we’re talking about, and we look stupid.
2 votes -
1 vote
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1 vote
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Ability to hover over boards list
When editing Boards list, the names get covered up unless your editing. Would be nice if you were able to hover your cursor over these names and it will show you the whole name when editing your lists.
1 vote -
3 votes
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Insights Goals For Comparison
It would be great if we could set goal metrics in Insights to then compare against the actual Insights Data. That way it can also track goals met etc.
2 votes -
Mobile App YouTube Training Videos
Logo would like to see Mobile App training videos added to our YouTube Channel.
1 vote -
SQ - Rounding Totals
It would be great to be able to round within the reports. Either the line items themselves, the sections, or even just the final total. This could be toggled on or off and could either be to the nearest dollar or up to the nearest dollar.
3 votes -
3 votes
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2 votes
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2 votes
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2 votes
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Edit Estimates/Documents After Signature
I have had several instances where we have created the estimate and/or contract and requested the signature only to need to change something in the estimate or contract after meeting with the customer (such as editing the shingle color or updating the warranty years and price if they choose to upgrade) and have had to create a whole new document/estimate because I am unable to edit the one that already has requested the signature. If they haven't signed the document yet then I should be able to edit it and resend it rather than make a several versions of them…
1 vote -
Edit Estimate Template Line Items
When attempting to edit an estimate template with the new sales experience, I cannot simply update a line item. I have to delete the line item, scroll down to the bottom, add a line item again, and then drag it back where I want it. I would like to just be able to modify the line items on my templates like I can on the actual estimates.
3 votes
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