General
883 results found
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Exclude Data Points in Insights
Would like to be able to exclude certain data points from insights data. This would help clean up the insights data if a mistake was made with a job/lead/contact and it's affecting the data.
1 vote -
Labor and materials can have different markups
This was a feature in legacy estimates, but not in New Sales Experience.
1 vote -
1 vote
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New Sales Experience Sales Rep CC'd
Being able to remove the Sales Rep CC'd in NSE.
3 votes -
Color selection/menu
When creating an estimate, they would like to option to list what colors they would like to sell/do sell to prevent selling colors and options that they either 1) do not have available 2) decide not to sell.
5 votes -
Default Financials View Mobile
Logo would like to be able to set the default financials view in the settings. Currently, it always shows "show related" by default and they have to change it every time.
1 vote -
SQ Financing Option
When using your own financing option be able to select a monthly term instead of only a yearly option. This will help to be able to do an 18 month option instead of just a 24 month option.
1 vote -
Custom insight reports
Requested to include all sales data in a single report, including material cost, labor costs, balance, etc.
2 votes -
Show Item Name on NSE Estimate in Mobile
In the iOS app, NSE estimates will only show product descriptions in the quote details section and not the item name like in the web.
1 vote -
1 vote
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1 vote
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1 vote
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4 votes
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Amount collected in Budgets reporting
Logo would like to include payment collected with the budget classic reporting. Mentioned that he doesn't invoice all customers through JobNimbus and forgets to create invoices for jobs that are paid outside of JN. Would like to see this consolidated with his profit and sales rep data in the budgeting reports
1 vote -
Master List for Projects or Company
We would like a list of multiple people, their title, name, number and email for a project / company. When we look it up on the phone, we only have one number and it goes to the home office When we’re trying to call the superintendent, and we don’t have his name or title. We just call a number that pops up; then a secretary answers, we don’t know her name, she doesn't know what we’re talking about, and we look stupid.
2 votes -
1 vote
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1 vote
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Ability to hover over boards list
When editing Boards list, the names get covered up unless your editing. Would be nice if you were able to hover your cursor over these names and it will show you the whole name when editing your lists.
1 vote -
5 votes
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Insights Goals For Comparison
It would be great if we could set goal metrics in Insights to then compare against the actual Insights Data. That way it can also track goals met etc.
2 votes
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