General
846 results found
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inspection report
Create a specific report for inspections
1 vote -
@everyone in a task
when we are communicating in a task or anything with several members can we start using @everyone instead of mention each person
1 vote -
Ability to Add Contact with Jobs V2 Nav Bar
With legacy jobs and contacts, when you click the plus button at the top, you used to be able to do "Add Contact" and "Add Job" and "Add Task", but with Jobs V2, it is only "Add Job" and "Add Task". I would like that ability back, please.
3 votes -
Manual Signature Required
Logan reports it would be super handy to have a means to manually sign an estimate. This is super helpful for material and work orders (ensuring quantities and measurements are moved over appropriately) ... currently he needs to secure a signature from his customer prior to converting to material order and can slow down the workflow
1 vote -
Multiple selection of options for the Contact/Job Fields
If the Contact/Job Fields had the ability of selecting multiple options, instead of only one, this would be useful to reporting on the multiple variables for the project's management.
1 vote -
Mobile - Create Job & View Calendar Availability
Logo would like to be able to view calendar availability when creating a new Job on mobile app.
2 votes -
invoice regardless if signed
Want to have the ability to create an invoice from an estimate without being signed. For elderly who like pen and paper its a hassle recreating the invoice from scratch
1 vote -
Payment Options - Add Payment Types e.g. Venmo, CashApp, Crypto etc
When having to go back on a payment, we need to know exactly how it was paid. I'm putting credit card on my Venmo and CashApp payments and when having to go back to find this payment for some reason, I'm going to my credit card transactions and not finding them because they aren't properly marked.
1 vote -
Email templates in NSE
The formatting of these email templates seems geared towards a mobile experience. Customer notes that the text seems to only consume about a 1/3 of a page when viewed on a desktop. Customer would like to either have these templates consume the entire page (instead of just the center 1/3) OR to have a toggle switch to "optimize for mobile or desktop" experiences.
1 vote -
SumoQuote - Connect Existing Projects to CompanyCam
Currently, the SumoQuote integration with CompanyCam requires that you create the project via the sync. It would be better if we could connect existing projects. That way if. a project has already been worked on, it doesn't need to be created all over again.
3 votes -
Autopopulate secondary email address on compose
Would like the secondary email address for a contact to populate when composing a new email for the contact.
1 vote -
Ability for more NSE Options
Logo would like the options to add more than three options on NSE Estimate for their customer.
2 votes -
Job Subcategorization
Would like to subcategorize jobs by construction team.
1 vote -
Multi-day tasks
Multi-day tasks rather than just a date range.
1 vote -
1 vote
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Export Budget as PDF
Ability to export a budget as a PDF
1 vote -
Ability to manually change the Project number within NSE
The project number in NSE is a long string of characters and looks messy. The logo would like the ability to manually change that number or have the system generate a shorter, clean looking number.
2 votes -
Custom Notification Titles
Would like to be able to customize the notifications that JobNimbus sends to your email.
1 vote -
New Invoice Experience - Option to edit line item descriptions
In the new invoice experience, it would be nice to be able to edit the line item descriptions from that page instead of having to go to settings, then products and services.
1 vote -
Map route
pull up a map of todays route: a way to look at a single assigned to salesperson's route and filter by the day. Sometimes we have 10 inspections in one day and it would be very nice to be able to see them on a map to plot it.
1 vote
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