General
973 results found
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Ternary Operators in Product Calculations
For product calculations, would you guys allow inline javascript using ternary operators like this? It calculates correctly using test inputs, but it will not let me save the formula:
2 votes -
Automatically Enter Text Field When Adding Line Item
On work orders, when you click to add a new line item, you then have to click on the new line item's text box to start typing in it. This should be the place the cursor starts in automatically if you just added it. This should be true any time you add new lines/sections to any of these kinds of documents.
2 votes -
Convert File Types PDF, PNG, JPG, JPEG, etc
It would be nice if we could convert file types within JobNimbus. Like if a saved PNG could be converted to a PDF etc
2 votes -
Drag & Drop Photos/Docs to Switch Tab
It would be nice if we could decide whether a file was a Document or a photo and if we could just drag them from one tab to the other.
2 votes -
SumoQuote Labor Pricing & Material Pricing on Orders
When creating orders from signed quotes, it would be great if we could have them selectively fill either the material cost info in the case of a material order or the labor cost info in the case of a work order. Cost/Margin/Price could still be optional just like the quote. Then display totals etc. This would make it easier to sub labor out or provide specific info to 3rd parties or team members.
2 votes -
Boards - Preventing Team members from moving boards to different statuses.
Logo wants the ability to filter users ability to move jobs to another status within boards.
2 votes -
Document Description Template Fields
We can trigger an automation to send an email based on a document. It would be extremely helpful if we had a Template Field that would allow us to pull the description that was saved at the time of upload and use it in an email.
2 votes -
Hide Old Documents
When looking at sent documents (under a job) that have been canceled or they are just old documents, there could be a "Hide" feature because the documents can't be deleted. The logo doesn't want to have it be cluttered when looking at their documents.
2 votes -
Mobile App - Credit Memos
The desktop version of JobNimbus has credit memos available in financials. I don't see this available in the mobile app. Could we add Credit Memos to financials in the mobile app?
2 votes -
Need to be able to hide/move the "Get Started" and link to Resource Center
Currently when creating layouts / templates in NSE, these buttons block the excluded pages section making it extremely difficult to add/remove pages from that section.
2 votes -
SQ - Orders From Unsigned Reports
Currently, we only have the option to create an order from a report once it has been signed. However, there are circumstances where we need that earlier. We need a way to convert an unsigned report to an order.
2 votes -
Turn off default related checkbox marked
turn off the related checkbox by default on contacts and jobs. This makes it difficult to view the activity on a job
2 votes -
Material Order Delivery Time and Method
When editing a material order, there is a Delivery Date, Time, and Method. It would be great if this would show on the PDF. That way we can see it once downloaded.
2 votes -
Attachment Type Report
We need a report that allows us to view our attachments. We have a wide variety of attachment types and primarily work off of those. Being able to see a report that can handle counts and filters, related records, etc would be extremely helpful.
2 votes -
Ability to Hide Notes on Mobile App
I really feel like having the ability to hide notes as a feature in access profiles would be a helpful feature. Or at least the option to default to hide notes only otherwise selected.
2 votes -
Bulk removal of line items
Customer would like to see the option to remove line items in bulk - ESPECIALLY FOR NSE - as using the layout/template library imports a ton of line items with no labor/material pricing - customer would like a means to remove those from the product and services screen in bulk.
2 votes -
Time Stamps when notes are edited
Tracking changes made to notes
2 votes -
Material and Labor Cost Totals *after* Markup
Legacy Estimate totals currently show Material Cost, Labor Cost, The total cost, the markup percent and amount, then the subtotal of all of that together. For visibility, we need to have the Total Material Cost after markup as well as the Total Labor Cost after markup. It could just go above the subtotal.
2 votes -
Option to exclude jobs from email automations
Tina notes that the email automations are great, but there are situations when a job/contact should be excluded, and would like to see a toggle or check box to omit a job/contact from the email automations
2 votes -
Support Vector Images for Logos
Logos are not scaling nicely, would be handy to support vector image files so customers are always presented in the best possible manner.
2 votes
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