General
1020 results found
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Eagle View Order Auto-populate to Activity Feed
Logo would like the action of ordering an Eagle View report to auto populate to the Activity feed of the Job. This way anyone assigned to the Job can quickly access that information.
3 votes -
Hide Old Documents
When looking at sent documents (under a job) that have been canceled or they are just old documents, there could be a "Hide" feature because the documents can't be deleted. The logo doesn't want to have it be cluttered when looking at their documents.
2 votes -
Block Inbound Email
Need a way to block inbound emails based on sender.
5 votes -
Status Change in Material Orders (Legacy)
The logo would like the ability to change the status within material orders so that they know if they have been ordered, delivered, etc.
1 vote -
Improved Job Scheduling
Currently, it is possible to schedule a job, but you cannot do so twice. It would be great if we could schedule jobs more than once and have each instance show.
2 votes -
Not Happy
I am really unhappy with JobNimbus since this update has taken place. My screens take forever to load or won't load at all. I am constantly having to refresh my screen to get photos to show. It freezes up all the time and I am getting charged more for it! How long will it be before the bugs are worked out???
3 votes -
Mobile App - Credit Memos
The desktop version of JobNimbus has credit memos available in financials. I don't see this available in the mobile app. Could we add Credit Memos to financials in the mobile app?
2 votes -
3 votes
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Need to be able to hide/move the "Get Started" and link to Resource Center
Currently when creating layouts / templates in NSE, these buttons block the excluded pages section making it extremely difficult to add/remove pages from that section.
2 votes -
SQ - Orders From Unsigned Reports
Currently, we only have the option to create an order from a report once it has been signed. However, there are circumstances where we need that earlier. We need a way to convert an unsigned report to an order.
2 votes -
Adding United Inches as a Unit of Measurement
Carla is in a windows company, and notes that the measurement they use the most is United Inches (UI) and is a common unit of measurement for windows/doors companies. She would love to see this added as a default within the system.
1 vote -
Turn off default related checkbox marked
turn off the related checkbox by default on contacts and jobs. This makes it difficult to view the activity on a job
2 votes -
Material Order Delivery Time and Method
When editing a material order, there is a Delivery Date, Time, and Method. It would be great if this would show on the PDF. That way we can see it once downloaded.
2 votes -
Attachment Type Report
We need a report that allows us to view our attachments. We have a wide variety of attachment types and primarily work off of those. Being able to see a report that can handle counts and filters, related records, etc would be extremely helpful.
2 votes -
SuperUser Access/ Impersonate Team Members
It would be extremely helpful to larger companies if there was superuser-type access where someone could impersonate team members to assist with troubleshooting before having to reach out to support. This would allow IT personnel to separate user error from actual technical issues etc.
6 votes -
Ability to Hide Notes on Mobile App
I really feel like having the ability to hide notes as a feature in access profiles would be a helpful feature. Or at least the option to default to hide notes only otherwise selected.
2 votes -
Labor Minimums with Calculations to Achieve said mins.
Dana would like to ensure that a minimum labor charge is reached on every estimate. She doesn't want to just put $200 labor on the layout, but rather a means to calculate "if the estimate doesn't reach a min threshold for the labor, to then bump up the labor (round up) to a predefined number/min"
She also notes having a labor slider, similar to the margin slider would be beneficial
1 vote -
Bulk removal of line items
Customer would like to see the option to remove line items in bulk - ESPECIALLY FOR NSE - as using the layout/template library imports a ton of line items with no labor/material pricing - customer would like a means to remove those from the product and services screen in bulk.
2 votes -
Have Lock/Toggle for creating new line items (NSE)
Dana would like to see a lock/toggle for creating new line items (just like in legacy estimating) as she doesn't want the salespeople to make a ton of line items (duplicates etc...)
1 vote -
Option for Margins to change depending on location / area
Dana notes that in some areas, their material/labor margins are different than the presets they've established in the system, and would like the option to set/apply different margins to line items depending on location
1 vote
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