General
1017 results found
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fees reporting
Want the ability to pull a YTD report on transaction fees paid so far on credit card transactions.
2 votes -
Unify Assignees Across Contact/Job Creation Methods in Jobs V2
With Jobs V2, there are a few ways that a contact and job can be created, but they have different behavior for how they assign Sales Rep and Assignees. This creates confusion when field/sales users use the mobile method more often than the other methods and so do not have an expectation of needing to add the data later.
On Web, Home -> Contact List -> Create Contact generates the large contact form and pre-fills the Assignee in the form as the person who is adding it.
On Web, The Blue "Create +" Button doesn't have any fields for sales…
3 votes -
Automation to create a note on a job
Would like the ability to create an Event-Based Automation to create a Note in the Activity tab on a job with a template
3 votes -
More control over what photos are kept
Issue when uploading a photo to a doc template is still showing up after the image has been deleted. Since it is attached to the record
1 vote -
Hide invoice items if already hidden on estimate
The sections from the estimate that are hidden don't automatically transfer over when converting to an invoice. Would like that to automatically happen
2 votes -
Modify pricelist line items, from within NSE directly
customer notes the frustrations with updating line items in Products and Services and then return to the estimate layout he was editing. Would be preferred to make these edits directly from within NSE
2 votes -
Sort Products and Services by Location
Based on the location of the product the customer wants to be able to sort them to see only each location for the products and services.
2 votes -
Read only access profile
Ability to set access profiles to view boards only, not edit or move anything in them
1 vote -
NSE Ad Hoc Items on Mobile
On Web, I can create Ad Hoc items (items that are not part of my Products & Services), however if I try this on Mobile, it ends up doing a search and indicating the item doesn't exist. I would like to be able to do these on mobile just like on web.
2 votes -
Move next button to the right side
At the moment, for SumoQuote and New Sales Experience, the next button while signing is on the bottom left instead of the bottom right, which can result in confusion. It would make more sense on the bottom right, like most programs, since people read from left to right.
2 votes -
1 vote
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Two Calendars in JobNimbus
Would like the ability to have more than one calendar in JobNimbus to keep jobs scheduled and tasks seperate.
1 vote -
naturalForms Integration: Include All Template Fields
We need the naturalForms integration to include all the Template Fields that can be put onto documents, like Estimate Amount, Estimate Number, etc.
2 votes -
Wants the ability to sort a payments reports by payments not logged to an invoice.
Ability to sort payment reports by type of payment, ie. Payment that is not logged to the invoice yet.
2 votes -
Terminate Quote Links
We want a way to terminate the quote links so that the quote becomes unviewable. Prices may change etc so we would like to have that control over old or outdated estimates.
2 votes -
Reference Specific Invoices in Email
Our process sometimes involves having multiple invoices open on the same job. We use JobsV2 and try to use Template Fields as much as possible. However, there isn't a good way to specify certain invoices using the available Template Fields. It would be great if there was a way to designate this so we don't have to manually update the emails before sending.
2 votes -
Job title on estimate
When working on a job estimate, it would be nice to have the job title at the top of the estimate so they know what job they are working on
1 vote -
Mixed Type Forms
I would like the ability to make mixed type forms, such as photos and checklist.
2 votes -
Financials/Products & Services to 4 Decimals
For insurance, we need our estimates to exactly match the Xactimate estimates that come in. However those estimates go to four decimals on everything so we need to be able to go to four decimals on our products & services, line items, taxes, and totals to be able to match.
2 votes -
Edit Totals Estimate/Line Item
Need to be able to Edit the total of an invoice or the total of the line items directly. We work with insurance that uses Xactimate, and need the line item quantities line item totals, and final total to all match, however, they use up to 4 digits after the decimal so we cannot do this currently.
2 votes
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