General
869 results found
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More customized titles for team members
Custom field for job titles for team members, that will line up with automations better. We don't want to have to change who an automation is sent to every time we hire or fire someone. It would be great to just be able to set the automation to send task to Sales team and tag someone in it, rather than having to assign specific emails tasks etc, to certain people.
2 votes -
HR software besides Quickbooks
Something to keep confidential reviews and pay raises or termination paperwork.
2 votes -
Estimate Viewed Counter JN/SQ
We have notifications for when an email is opened. It would be great if we also had a counter for how many times it has been opened.
2 votes -
CompanyCam to Sync the JN Assignee as the CC Project Owner/Assignee
Want to have the projects created in CompanyCam via integration automatically assign out based on the assignment in JobNimbus
2 votes -
Team Activity Tracking for Admins
Would like to see data tracking for things like logins, downloads etc.
2 votes -
Adding notes from Job Sidebar
Wants notes to be visible, and able to be added from the jobs sidebar
2 votes -
Default Related to OFF iOS
Currently on iOS, the "Show Related" toggle defaults to ON. We would rather have it defaulting to OFF. Or maybe just make it an admin setting so we can adjust at the account level?
2 votes -
Notification On Boards
Create automatic notification on a board for a job that has sat in a particular status for a given time frame.
2 votes -
Breakdown of projects that comprise dashboard data
Feature request to see all of the projects that make up the data for the Dashboard page. Specifically for the "OPEN" amount and the "TOTAL REVENUE WON IN THE SELECTED DATE RANGE" calculations and seeing all of the jobs listed on that page that make up those calculations would be a great feature.
2 votes -
Logo being able to sign estimates before the customer
Option to sign the estimate before the customer
2 votes -
2 votes
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Hyperlink to Jobs within Texts
Logo asked how to include the link to the job in the appointment reminder texts they send to sales reps.
2 votes -
API Endpoint to post users
Would like to have a solution that allows a user to be posted into the system
2 votes -
Related Jobs Column for Contact Report
on the classic reports, it would be great if the Contact report had an optional related jobs column.
2 votes -
HyperLink Custom Fields
Would like to be able to save hyperlinks in contact/job details such that they are clickable to open in a new tab.
2 votes -
Import Legacy Templates into NSE Even if Ad Hoc Items
Legacy Estimates can be imported into NSE, however if the template has line items that are not referencing Products & Services directly, it cannot import. It would be better if it worked regardless.
2 votes -
Default Assignee
Would love to be able to designate an assignee regardless of who is creating it or what other assignees are being added.
2 votes -
Warn About Unsaved Changes Before Leaving Budget
Currently, Budgets require manual saving but can be exited on accident. It would be great if there was a pop-up that would stop you from closing it on accident.
2 votes -
Budget Line Dates
We need to have dates for the lines on budgets so that we can tell when things are added to the budget and paid on.
2 votes -
Support for Encoded Special Characters
Within the estimates on the New Sales Experience we have been trying to list 1/3 as the single character ⅓, but it is not supported on the PDF view and just displays as a blank space. So "⅓ due at signing" in a description on the estimate becomes " due at signing" on the pdf. We would love to have encoded character support added to the pdf view as well.
2 votes
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