General
886 results found
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Engage - Ability to update the phone number to the correct contact.
Phone number was associated to the wrong contact and text message was sent. Phone number has now been updated to the correct contact but the conversation is still showing under the incorrect (original) contact and when creating a new text message under the contact where that number is not associating to, it defaults to the old (wrong) contact.
1 vote -
Multi line column
Columns in boards be allowed to display longer names in multiple lines
1 vote -
1 vote
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Bulk Edit Items Within Report but not Entire Report
Currently, bulk edits impact an entire report so they require creating additional reports every time. It would be fantastic if we could get the ability to mark specific items of a report and then bulk edit just those items. This would be useful when looking at large data sets, or specific reports that required complex filters to view as it would reduce the need for more, even more complex reports.
2 votes -
1 vote
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Adding lines to estimates
On estimates legacy: having a little tab on each line that allows you to add additional line items above or below that line without having to drag the line from the bottom to where it needs to go on the estimate which is incredibly tedious.
1 vote -
Unit of measure added on item quantity in New Sales Experience
wouldn't have to go in the description and add the UOM should add the UOM measure in the Quantity box, it would be very useful to have the UOM at the bottom of the Quantity. So that the audience ie Sales Rep can see the unit of measure on the estimate.
1 vote -
Add Product to Converted Invoices (Legacy Estimate -> New Invoice)
When converting a Legacy Estimate into a New Invoice, you cannot add a new line item until you add a new section. However, if using NSE and New Invoices or Legacy on both, it allows you to add a line item without adding a new section. Would be great if the Legacy -> New conversion allowed for the same.
2 votes -
Custom Status on Invoices
I would like to add a custom status for invoices to be "Written Off" instead of needing to cancel or void the invoice entirely.
1 vote -
Products & services reflects Margin vs Markup choice in Estimate Settings
It is confusing to have products & services hard set to markup whereas the New Sales Experience can switch between margin and markup.
1 vote -
Gold Star Taken Away
The gold star next to "Job sidebar" gets in the way, can it just be removed?
2 votes -
Emails can forward from one JobNimbus account to another
Right now emails can be forwarded from a personal inbox to a JobNimbus inbox, but it would be great to be able to send from one JobNimbus account to another
1 vote -
Option to remove sales tax from insights
In order to more accurately see revenue, I would like my sales data to not show sales tax
1 vote -
Symbility Integration
Would love more Insurance integrations like Symbility. https://www.symbilitysolutions.com/symbility-property/
4 votes -
1 vote
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1 vote
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print
Print directly from the web page without having to go to another screen/tab or view a PDF. (especially for estimates and work orders
1 vote -
Custom financing accepts %0
Would like the ability to put %0 financing for custom financing
1 vote -
Able to put in months instead of years for custom financing
Would allow for greater control
2 votes -
selective company cam
Want to be more selective on what comes through on the company cam integraition
1 vote
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