General
282 results found
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The ability to auto-save to avoid progress loss from glitches.
The ability to auto-save to avoid progress loss from glitches.
2 votesThis is available in the new sales experience and will be carried through the application as we make changes.
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Remove "Supplier Catalog" From Estimates
As the "supplier catalog" option requires integration with a supplier, the user would like the ability to disable the field on his estimates. It can be confusing to his team members since it is one of the first options on the estimate as you fill it out.
3 votesThis is resolved as we move to the new sales experience in the next few months.
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1 vote
This will be rolled out this year with new sales experience.
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add multiple estimates to a proposal
add multiple estimates to a proposal
2 votesWill be launched this year with our new sales experience.
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The ability to enter a profit margin on the estimates and have the cost auto populated.
The ability to enter a profit margin on the estimates and have the cost auto populated.
2 votesAvailable in the new sales experience launching this year.
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Download PDF of Proposals
Add option to download PDF of Proposals so they can be saved and printed.
20 votesThis will be available as soon as we migrate everyone to the new sales experience
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The ability to use beacon on the smart estimates
The ability to use beacon on the smart estimates
2 votesThis will be available in the New sales experience
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Contacts and Jobs
Having the different contacts and jobs records can get confusing when you are trying to attach things like work orders to one record, but meant for it to go to another. It would be nice to have the contact and job records work a little better with one another.
1 voteWill be rolling out jobs/contacts changes that fixes this.
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1 vote
Can sort boards in new jobs experience, which will be slowly rolled out this year.
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Show "Most Recent" Contacts in App Again
The old app used to show the "Most Recent" contacts at the top when filtering that would include the most recently changed, but now it's only the most recently added. Would be nice to be able to view the most recently updated contacts again.
1 voteThis is being tested now.
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2 votes
This is available now
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The ability to assign phone numbers to locations with Engage.
The ability to assign phone numbers to locations with Engage.
1 voteThis is available with Location Defaults in the phone numbers page
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Make Estimate Templates Look Different than Estimates
When you create an estimate and select a template, it looks similar to the estimate template edit screen. Some of the users accidentally edit the estimate template instead of the estimate so it throws off the numbers when attempting to convert them into invoices.
2 votesFixed in the new sales experience.
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Fix PDF view/Printed estimate format
When we attach photos or have estimates over 1 page the page breaks cut off photos or cut text off halfway through. For being a document that could be signed, it doesn't look good if it needs to be submitted to a court.
10 votesThis is much improved with the new sales experience rolling out this quarter.
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Edit estimate format
Add more formatting options for estimates to avoid unnecessary page breaks, or page breaks in the middle of a line of text
6 votesThis is addressed with our new sales experience that will be rolling out this quarter.
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The ability to have sticky filters on dashboard task list.
The ability to have sticky filters (aka change the default filter and have it stay) on he task report on the dashboard.
2 votesThis can be done by editing the report associated with the dashboard and adding a filter to it.
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Update to JobNimbus Payment Screen for custom amounts
Right now when a customer clicks to pay through their invoice a box pops up for them to enter their method of payment and then they click next to complete the payment. Often we have clients that want to make a payment of a different amount than what is on their invoice. In order to do that they have to click the back button and then they can enter in the amount they want to pay.
I include these instructions in my emails to clients but often they are overlooked and their are no instructions on the payment screens as…
2 votesThis was improved in the new checkout experience.
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The ability to view related documents and photos on mobile app.
The ability to view related documents and photos on mobile application.
7 votesThis is available by clicking the filter option in the contact/job and toggling on the related switch. This is also a quick button on the photos section of a contact/job in the app.
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1 vote
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The ability to send reports out in an automation.
The ability to send reports out in an automation.
2 votesThis is available in insights by clicking the 3 dot menu at the bottom right and selecting dashboard subscription (the bell icon)
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