General
1049 results found
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Save Button Icon
Throughout various menus in JobNimbus (Profile Settings is one example) a "+" icon is used on the save button. This makes sense in some areas but is less intuitive in other areas like settings. Although it's a minor detail, it may help Logos subconsciously to have a checkmark, floppy disk, etc. icon on the save button.
1 vote -
Pulling data from totals in insights brings up underlying data
When pulling excel reports from boxes in insights (for example "This Year: Sold") it only pulls the single number, not the underlying data. We would like the underlying data too.
1 vote -
Option to exclude jobs from email automations
Tina notes that the email automations are great, but there are situations when a job/contact should be excluded, and would like to see a toggle or check box to omit a job/contact from the email automations
2 votes -
Support Vector Images for Logos
Logos are not scaling nicely, would be handy to support vector image files so customers are always presented in the best possible manner.
2 votes -
SumoQuote - Require Product Selections
In SumoQuote, the Product Selections on the Authorizations page should be able to be required. That way the homeowner has actually to make the selection when they sign. Otherwise, a signed quote might be missing key information required to order materials.
5 votes -
PDF delete/ Edit dots in NSE
NSE PDF page has the edit dots to far away from the actual PDF's. Please place it closer.
1 vote -
3 votes
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Just showing the Quote subtotal to customer in New Sales Experience
Logo would like to hide the taxable subtotal, HST and the total from the customer in NSE
2 votes -
Bulk Work Orders
It would be really helpful to be able to download all work orders for a specific sub at one time. That way I could send the subs all the work orders for the upcoming week.
1 vote -
Mobile - Adding job to contact option to link address
When adding a job to a contact via the mobile app bring back the function to link the contacts address rather than manually typing in the address or searching the address by the search feature.
1 vote -
Customize Built In Job Report on Jobs V2
In previous versions of JobNimbus, where contacts and jobs were available as menus in the top left corner, there was an option to look at the "list" view of the contacts or jobs.
The three dots in the top left corner allowed you to customize the built in report. Then you could add this built in report to the home dashboard.
Now in Jobs V2, there is only a Jobs menu. If I go to Jobs, then go to the top right corner, there is a contacts button that I can click on. This takes me to a list view…
1 vote -
1 vote
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Ability to edit forms after saved
Customer requesting to have the ability to edit forms after they have already been saved. this is useful for change orders, work orders and many other reasons and would be a massive improvement on how forms currently functions.
4 votes -
Default payment method set on Invoices
Invoice should be able to have a default payment toggle.
1 vote -
Field users able to sync to Google Calendar
Logo wants their field users to have the capability to sync to Google Calendar.
3 votes -
Custom Reports With Any Data
Several types of custom reports can be created, but it would be nice to be able to generate reports that pull data types from the different reports all in one.
10 votes -
JobNimbus AI Feedback for Product Requests
Unwraped.ai and similar companies have ai that syncs with customer feedback, like this one, so our issues are actually heard and can get properly categorized. The system you have in place is outdated and not user friendly. I have
1 vote -
Ability to upload JobNimbus email Templates to NSE
Logo would like the ability to upload their email templates to the new sales experience from JobNimbus.
2 votes -
2 votes
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Locking Documents on Jobs/Contacts
Logo wants the ability to be able to lock a document on a job/contact so that it does not accidentally get sent outside the company.
1 vote
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