General
873 results found
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Alphabetized sales tax
Right now it might be ordered by date added, but it would be easier to find alphabetized
1 vote -
"Change Order" Update Fully Signed Estimate
Would like to update an already approved estimate to add additional job costs and have an automation where a change order email sends to the customer requesting the additional payment
1 vote -
Hyperlinks & Company Cam
Hyperlink support for Company Cam so that from the Contact/Job Record you can be directed to CompanyCam's record.
1 vote -
Sales tax is automatically applied per zip code
This would save time
1 vote -
Forms activity in Reports
It would be great if activities such as Form Submitted was available, and a filter criteria for reports.
2 votes -
Insurance information in New Sales Experience
You can fill it out with SumoQuote, but not in JobNimbus
1 vote -
Modify Fonts Anywhere
The ability to change the font and text size within estimates, invoices, work orders or anywhere really with a text box
4 votes -
No email required for signing estimates
This user does not email their customers and would like the option to omit the email address when marking an estimate as signed
1 vote -
Option for manual payment when collecting a deposit
When collecting a deposit on site, instead of only allowing CC transactions, they would like to see the option to log a physical payment like cash or check
1 vote -
ability to send the sales rep or assignee and subcontractor the estimate from the "email estimate" page
When you click the 3 dots and email the estimate the the customer, you no longer have the option to add your sales reps anyone else without typing out their email
1 vote -
Able to not send an estimate via email when signing
We just use paper estimates
1 vote -
Layouts permissions
Logo is looking to limit visibility of estimate layouts. Specifically, he wants to ensure that if someone is a subcontractor, they can only access and create estimates from a specific set of layouts, rather than seeing all layouts the admin has created.
1 vote -
NSE Auth Page Show Item Names
It looks like when viewing the PDF of the authorization page, it doesn't display the item name, just the description. Would like this to do both or at least be an option.
2 votes -
Eagleview bid perfect
Wanting us to implement bid perfect with NSE
1 vote -
Adding more dynamic field options for Job display
Would like a way to easily see the job value and the balance of the job when you click into the job. I know we can set up the profit tracker but it would be very beneficial if in the details of the job we can put in the job value and balance.
1 vote -
Hover on mobile
They requested that hover should be useable on the mobile, in its current state it is unavailable
1 vote -
Increase limit on custom fields
After hitting the max custom fields for a specific field, they would like to see more field spots added
1 vote -
Automations for reports
Would like to see automations to automatically pull reports within classic reports
1 vote -
Adding additional characters to the Contact Fields
We created a custom field with the salesperson's direct phone number that gets inserted into the welcome letters along with the photo of the salesperson. This assures people that the person knocking on their door is from Anderson Roofing, not a random stranger.
We ran out of characters. Please increase the character limit availability on the contact card function. We need to be able to add three more names.
1 vote -
The optional field in the user profile for their job title to then be used in the email template insert fields
There should be an optional field for a user's profile to put in their job title that can then be used in template insert fields to better communicate with customers who are sending the email that an automation is set up for.
2 votes
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