General
1015 results found
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Access Profile Control for Forms Settings
Currently, the only ones who can edit form templates are those with settings access. We need to be able to grant this access separately.
2 votes -
2 votes
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Totals on Work Order and Material Order Reports
Would like to have the ability to add job total on work order and material order reports to be able to compare pricing.
2 votes -
Forms in Insights
Would like the ability to pull a report with forms within Insights.
2 votes -
Created date on SQ Project Card
Would like the ability to show the actual date created on SQ Project cards
2 votes -
Modify pricelist line items, from within NSE directly
customer notes the frustrations with updating line items in Products and Services and then return to the estimate layout he was editing. Would be preferred to make these edits directly from within NSE
2 votes -
Sort Products and Services by Location
Based on the location of the product the customer wants to be able to sort them to see only each location for the products and services.
2 votes -
Move next button to the right side
At the moment, for SumoQuote and New Sales Experience, the next button while signing is on the bottom left instead of the bottom right, which can result in confusion. It would make more sense on the bottom right, like most programs, since people read from left to right.
2 votes -
naturalForms Integration: Include All Template Fields
We need the naturalForms integration to include all the Template Fields that can be put onto documents, like Estimate Amount, Estimate Number, etc.
2 votes -
Wants the ability to sort a payments reports by payments not logged to an invoice.
Ability to sort payment reports by type of payment, ie. Payment that is not logged to the invoice yet.
2 votes -
Terminate Quote Links
We want a way to terminate the quote links so that the quote becomes unviewable. Prices may change etc so we would like to have that control over old or outdated estimates.
2 votes -
Reference Specific Invoices in Email
Our process sometimes involves having multiple invoices open on the same job. We use JobsV2 and try to use Template Fields as much as possible. However, there isn't a good way to specify certain invoices using the available Template Fields. It would be great if there was a way to designate this so we don't have to manually update the emails before sending.
2 votes -
Financials/Products & Services to 4 Decimals
For insurance, we need our estimates to exactly match the Xactimate estimates that come in. However those estimates go to four decimals on everything so we need to be able to go to four decimals on our products & services, line items, taxes, and totals to be able to match.
2 votes -
Delete Documents Requested for Signature
Being able to delete duplicate documents that are sent for signatures
2 votes -
2 votes
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Compress Photos
It would be nice if JobNimbus has a built in feature to compress photos
2 votes -
centralized emails
instead of the emails being sent only to the one who originally sent the email, they would like to see a centralized JobNimbus email inbox that will display all new emails in inboxes
2 votes -
Highlight Sections of a Contract
We want to be able to highlight parts of a contract. We just want to improve the visibility of specific portions of the contracts.
2 votes -
2 votes
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Task Complete Generate Note
It would be great if we could make the completion of a task open a note for the team member to then fill out.
2 votes
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