General
973 results found
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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 -
2 votes
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More measurement tokens from Hover
Level and Sloped Frieze Board
Opening Perimeter - Tops/Sides/Sill
Level Starter2 votes -
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 -
SumoQuote Contact Export
It would be great if there was a way to export all of my contacts into a spreadsheet.
2 votes -
Ability to create a specific Contact List by type within Jobs V2
Ability to create a specific Contact List by type within Jobs V2
2 votes -
Custom Payment Type
Besides the default payment options, It would be nice to be able to add custom payment options when adding in a payment in JobNimbus.
2 votes -
2 votes
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Allow Secondary Signature From JN Record
When we add a team member as a secondary signer to an estimate, we can only execute that second signature via the emailed link. However, the job activity feed only has a link to the PDF. It would be more efficient for us if we could choose to sign any estimate pending our signature from the job or estimate record itself. We can do review and share > sign now if we are the first signer but this does not allow the homeowner to choose options.
2 votes -
Improved Hiding Products & Services
With the New Sales Experience, we have the ability to manage calculations for individual products. However, hiding a product or service does not remove it from that list. Having "hidden" item showing here is confusing and it would be improved by hiding them here as well.
2 votes -
Direct Wisetack Integration
We would love to be able to have Wisetack integrate within the estimates themselves to make the process easier.
2 votes
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