General
973 results found
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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 -
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 -
Multi-day tasks
Multi-day tasks rather than just a date range.
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 -
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 -
[[signature]] for contact and user in templates
It would be nice to have a field template for [[signature]] that is specific to the user and contact.
For example, lets say at the bottom of a document template, I have a signature section for the customer and an internal employee, I'd like to be able to input a [[usersignature]] field and [[contactsignature]] field that way I know where the digital signatures will show up on the document. It will help the signed document look nicer after signing.
Since there isn't a way to distinguish signatures right now, there is no way of knowing which signature will pull up…
2 votes -
Master List for Projects or Company
We would like a list of multiple people, their title, name, number and email for a project / company. When we look it up on the phone, we only have one number and it goes to the home office When we’re trying to call the superintendent, and we don’t have his name or title. We just call a number that pops up; then a secretary answers, we don’t know her name, she doesn't know what we’re talking about, and we look stupid.
2 votes -
2 votes
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Insights Goals For Comparison
It would be great if we could set goal metrics in Insights to then compare against the actual Insights Data. That way it can also track goals met etc.
2 votes -
2 votes
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Limit quantity decimal with supplier integration
If the quantity of an item on a material order (SRS) contains a decimal, the system does not automatically round that number up, and ultimately prevents the user from placing the material order. The pop-up notification given simply states, "There was an error submitting the order", this causes confusion and does not provide the reason or solution.
The Order Preview does list a Note which states, "This supplier only accepts quantities that are whole numbers. Any quantities that were not whole numbers have been rounded up to the nearest whole number." Again this would cause confusion as the user would…
2 votes -
Listen to Audio Files
Would like the ability to listen to Audio Files within JobNimbus
2 votes -
Credit Memos not Amount Paid
Currently, Credit Memos are counted against invoices as "Amount Paid" so when reports are exported the "Amount Paid" won't always match the sum of payments. It would be better if this could be either included or excluded by our choice.
2 votes -
Multiple Emails attached to a Job
User would love to add multiple emails to a job. He would like to be able to send invoices, estimates, documents, etc. to multiple people through the job menu.
2 votes -
Documents - Limit Who Can Sign
It would be good to see in future updates the option to reduce who shows up as "Signers" when generating documents in JobNimbus. Our company has only two people who are authorized internally to sign, and it can be confusing for our users to know who to choose if 50 users are showing up in the drop down menu
Perhaps one idea would be making it so only the assignee(s) and sales rep(s) of a contact or job, would show up as "Signers" when clicking on "Add Signers" from a document.
Or perhaps have this added somewhere in settings where…
2 votes -
Separate Sales Calendar vs Assignee Calendar
Need to be able to filter the calendar for things the user is the sales rep of or for things the user is the assignee of. If the sales rep is only sometimes the assignee, then it creates lots of instances where it will show up twice.
2 votes -
2 votes
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Insert Logo onto Inspection Photos
In the New Sales Experience, I would like to be able to insert my logo onto the inspection photos so that it is overlayed. It would be nice if it could just pull my company photo. Even if the annotations could allow inserting an image and then resizing that on the inspection photo, then I could do it.
2 votes
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