General
888 results found
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Left Justify Notes on NSE Estimates
Currently, the notes in NSE justify to the right, but we would prefer them to be on the left. Or possibly toggle-able to either side.
3 votes -
1 vote
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1 vote
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1 vote
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Automation for notification internally of inactivity in Job/Contact
We need an automation that will send a notification to the assignee or subcontractor to see when a job/contact has been inactive after a certain time period so that we can keep the job moving through the system.
1 vote -
Edit page margin
We would like the page margins (the spacing on the sides of the page) to be editable
1 vote -
Able to upload audio files to jobs
Able to upload voice memos would be helpful
1 vote -
Contact and Job Fields populate in Insights
Would love to have the contact fiend and Jobs fields that are added to the cards to populate in Insights reporting. For example, would like "service type" and "reason for moving to lost" to populate in the filters in Insights.
1 vote -
auto populate emails
logo would like to be able to have an email list auto populate when emailing.
2 votes -
Customize Work Order Cards on Web Map
Would like to be able to customize the work order cards that appear on the web map that you access through the calendar.
2 votes -
Require Internal Notes
It would be great if we could make internal notes required for estimates etc
3 votes -
EagleView Tokens - Apply to Material Order
It would be nice to have the option to apply EV tokens to a material order. I know it is possible to create an estimate, apply measurements, then convert it to a material order, but it would be nice as a base feature to have the option to apply EV tokens to a material order without having to convert an estimate.
1 vote -
Engage Automation Notifications in Response to a text
Would like the ability to have a text automation sent out to our customers when they text our line, to automatically notify them that they should respond by other means.
1 vote -
Ability to disable all notifications on the app
Would like reps to not get notifications in the notification center on the app for email replies and threads when they are assigned to the job
1 vote -
1 vote
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2 votes
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More customized titles for team members
Custom field for job titles for team members, that will line up with automations better. We don't want to have to change who an automation is sent to every time we hire or fire someone. It would be great to just be able to set the automation to send task to Sales team and tag someone in it, rather than having to assign specific emails tasks etc, to certain people.
2 votes -
2 contacts with the same email address should not share email activity
This would keep things cleaner: if they respond to an email, it should only be on the email chain they responded to
1 vote -
Partial refunds through JobNimbus Payments
We can do full refunds, but we would like to do partial refunds
1 vote -
Custom contact type drop down in contact creation
Logo would love to be able to have an option when creating a contact to add a custom drop down for contact type
1 vote
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