General
1035 results found
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1 vote
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1 vote
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Product selection from authorization page
Provide a selection of products on the authorizations page
4 votes -
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.
7 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 -
Custom insight reports
Requested to include all sales data in a single report, including material cost, labor costs, balance, etc.
3 votes -
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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2 votes
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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 -
8 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 -
Mobile App YouTube Training Videos
Logo would like to see Mobile App training videos added to our YouTube Channel.
1 vote -
SQ - Rounding Totals
It would be great to be able to round within the reports. Either the line items themselves, the sections, or even just the final total. This could be toggled on or off and could either be to the nearest dollar or up to the nearest dollar.
3 votes -
3 votes
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