General
949 results found
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Invoice approved once deposit made
We would like to have the ability to set in the system that the invoice only approves once the deposit is made on the invoice.
2 votes -
Estimate Number
Would like the estimate number to generate on the PDF
2 votes -
Relate Work Order Activity to Contacts and Jobs
Currently, work order activity such as text messages sent by automation triggered by the work order, does not show up under the contact or job. Even if the related box is checked. It would be great if this was included.
2 votes -
2 votes
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Work Orders to be in different colors
I would like the ability to create work orders in different colors.
2 votes -
Material type / Color Drop down menus
Customer is not integrated with beacon, but does have multiple color and material type options for each line item. Currently he would need to create a line item for each option and that is unfeasible as this would mean the creating of hundreds of additional line items. Customer would love to see the option to create a drop down menu in the system to specify material and color selections
2 votes -
In depth reports data
Provide more detail reporting in Insights. Particularly budget line items within the report
2 votes -
When Editing Job Type, Something That Indicates the Previous Setting
When job type is updated, the status defaults to the first status in the workflow, without any indication. There is no way of knowing without exiting the edit screen what the status was before changing the type.
2 votes -
Internal Notes Estimate Conversion to Work Order
We used to use the internal note section of estimates to hold some information that was visible at a glance because it would carry through to work orders when we converted. Now it doesn't work that way, but we would like it back.
2 votes -
Budgets: Labor and Material Raw Totals
On budgets, I would like to see the raw total of all Labor items without margin/markup on a line and then on another line I would like to see the same for Material.
2 votes -
Mention Notification Email Updates
When someone is mentioned on a note, the notification email shows the original creator of that note, but when the note is updated and the mention is not modified, a new notification is sent out that shows the editor of the note and states they have tagged the individual.
It would be nice if the new email would either state that someone has updated the note they were mentioned on (instead of stating they tagged that individual) and/or show in JobNimbus that the note was edited.
2 votes -
Change how name conflicts are resolved
Change how when names are the same, how they are associated to JobNimbus. When leads try and fill out the form to enter their credentials within JN, they receive an error if the name is the same as a current contact.
2 votes -
Multiple selection of options for the Contact/Job Fields
If the Contact/Job Fields had the ability of selecting multiple options, instead of only one, this would be useful to reporting on the multiple variables for the project's management.
2 votes -
Mobile - Create Job & View Calendar Availability
Logo would like to be able to view calendar availability when creating a new Job on mobile app.
2 votes -
Ability for more NSE Options
Logo would like the options to add more than three options on NSE Estimate for their customer.
2 votes -
Ability to manually change the Project number within NSE
The project number in NSE is a long string of characters and looks messy. The logo would like the ability to manually change that number or have the system generate a shorter, clean looking number.
2 votes -
Custom Notification Titles
Would like to be able to customize the notifications that JobNimbus sends to your email.
2 votes -
New Invoice Experience - Option to edit line item descriptions
In the new invoice experience, it would be nice to be able to edit the line item descriptions from that page instead of having to go to settings, then products and services.
2 votes -
Emails - Download as PDF
It would be good to have the option to download email threads from the activity log as a PDF
2 votes -
Improve Calendar View Sizing
When the calendar has lots of tasks, the month view will load and then stretch the rows to fit the list of tasks. However, it stretches every row for the month, even if a whole row does not need it. It would be great of rows that did not have as much data would scale appropriately to reduce white space.
2 votes
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