General
980 results found
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4 votes
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Print board
logo would like the option to print directly from the board instead of creating a custom report
1 vote -
Separate markups for material and labor
Preference on separating the markup of material costs and labor costs. Having to create a product variant or separate product entirely for the separate markups causes double work and increases the points of error when creating an estimate. The biggest concern is human error in forgetting to add/remove the product in case of changes needing to be made after the estimate is created, or at point of creation
3 votes -
Adding Form based conditions to automation
There are no current options in the condition types for forms.
2 votes -
Adding Custom Filters to the Map View
Being able to add a custom filter off of custom fields to the map view
1 vote -
1 vote
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Forms with option to add images
Similar to forms but to have the ability to add images to the questions
1 vote -
Document regeneration
When creating a financial doc like an estimate or invoice, only the initial document is created in the documents tab. If any updates are made to that financial doc after the fact, the document does not get regenerated with the updated information. ideally, this customer would like to see this happen once updates are made to the document
1 vote -
Adding a signature to texts sent through Engage
Chris was interested in adding a signature to his texts that are sent through Engage making it easier for his customers to know who is reaching out to them.
1 vote -
Undo button
Would like an undo button when creating estimates
1 vote -
read receipts for engage
would love the option to have read receipts for engage
1 vote -
1 vote
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2 votes
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Customizable Work Order Template
being able to remove line items and add more custom fields
1 vote -
Engage Texting to Support Sending Video Files
Engage text messages can send photos just fine, it would be great if this could handle short videos as well, like regular texting.
2 votes -
NSE Signature Request Replies to Associate to Record
Currently, whenever a customer replies to a signature request from NSE Estimates, they do not associate with the record. This should be updated such that the replies are attached and are viewable on the record within JobNimbus.
2 votes -
1 vote
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1 vote
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Email forms to customers for surveys
Logo would like the ability to send a fillable survey form to their customers after service. Currently, we don't offer any tools that offer this
1 vote -
NSE PDF's to be fillable
It would be great if the PDF's we insert into the New Sales Experience Estimates were fillable by the customer. Or at least if when we do a custom PDF page and insert a fillable PDF that ability would transfer to the version that sends.
18 votes
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