General
873 results found
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When Editing Job Type, Something That Indicates the Previous Setting
When job type is updated, the status defaults to the first status in the workflow, without any indication. There is no way of knowing without exiting the edit screen what the status was before changing the type.
2 votes -
Internal Notes Estimate Conversion to Work Order
We used to use the internal note section of estimates to hold some information that was visible at a glance because it would carry through to work orders when we converted. Now it doesn't work that way, but we would like it back.
2 votes -
Budgets: Labor and Material Raw Totals
On budgets, I would like to see the raw total of all Labor items without margin/markup on a line and then on another line I would like to see the same for Material.
2 votes -
Calendar Top/Bottom arrows to toggle from Month to Month
I would like to have the function of toggling through the calendar at the top and the bottom of the calendar to go from month to month.
1 vote -
NSE Financing Option - Months
Currently when inputting a custom financing option from estimate settings, the system will only let me choose years. This is problematic because if I offer 18 month financing, I'd have to input 1.5 years, but the system won't accept decimal points. So having the option of including "months" instead of "years" would be good for offering that kind of financing if decimals cannot be included (18 months instead of 1.5 years)
1 vote -
Contacts Show Only for who they are Assigned to
Yes, we can filter out contacts from users on the app, but they can still access contacts that are not theirs
1 vote -
Mention Notification Email Updates
When someone is mentioned on a note, the notification email shows the original creator of that note, but when the note is updated and the mention is not modified, a new notification is sent out that shows the editor of the note and states they have tagged the individual.
It would be nice if the new email would either state that someone has updated the note they were mentioned on (instead of stating they tagged that individual) and/or show in JobNimbus that the note was edited.
2 votes -
Edit Payments info columns on home page
Want to add a column for sales person
1 vote -
Force logout
After resetting the password on a login, it would be nice to force log out all users logged into that account. They updated their field login
1 vote -
Change how name conflicts are resolved
Change how when names are the same, how they are associated to JobNimbus. When leads try and fill out the form to enter their credentials within JN, they receive an error if the name is the same as a current contact.
2 votes -
Adding exponents into calculations
adding exponents capabilities into the calculation fields would be extremely handy. This is very useful with fencing calculations / concrete calculations, and would help cut down on confusion when entering complex calculations as a lot of logos forget the correct order of operations for mathematics.
1 vote -
Original SumoQuote Tokens Reinstated
I would like the original tokens that were usable on SumoQuote to be available again.
1 vote -
Pull Payment info to job details
want to have an easy way to pull information from the job into created job fields
1 vote -
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.
2 votes -
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
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