General
425 results found
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Default payment method set on Invoices
Invoice should be able to have a default payment toggle.
1 vote -
Please incorporate feedback ai so our JobNimbus issues can be more easily accessible.
Unwraped.ai and similar companies have ai that syncs with customer feedback, like this one, so our issues are actually heard and can get properly categorized. The system you have in place is outdated and not user friendly. I have
1 vote -
Locking Documents on Jobs/Contacts
Logo wants the ability to be able to lock a document on a job/contact so that it does not accidentally get sent outside the company.
1 vote -
Remove signing link when BCC salesperson
Customer notes that for a lot of companies it's not a big deal but essentially when BCCing the salesperson (when sending a quote for signing) the signing link is also included to the sales person.. Customer notes that a shady sales person could then sign "for" the customer without their consent.
1 vote -
Able to use 2 measurement tokens for one product / service
Exact wording from the logo: "a request to be able to use the same product for two different measurement tokens"
Requested through this ticket: https://app.hubspot.com/contacts/3409122/record/0-5/2875966721/
1 vote -
New sales experience additional signer
Logo needs to be able to add an additional signer that is designated as a contractor so that legally they are not having their contractor co-sign the customers contract. Virginia is very strict with legality.
1 vote -
Create & Edit options in Access Profiles to be separate permissions.
Wants separate permissions for users in Access Profiles to Create a Budget and/or Edit a Budget. Not the ability to do both.
1 vote -
Eagleview form to submit
Logo claims that Eagleview was so easy to submit before and now we are making them fill out a form. Logo would like the system to go back to the way it was before where they don't have to submit a form.
1 vote -
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1 vote -
1 vote
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Automation to create a Invoice
Logo would like the automation to create an Invoice.
1 vote -
Live report synced with API
Want to create an Insights report in "Live time, " that can be synced to an API integration that can create charts and grids to add to the live report.
1 vote -
1 vote
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NSE Layout Library additions
In the NSE layout library have the ability to request for other companies to be added like Alside.
1 vote -
When archiving a job, archive tasks as well
When a job or contact is archived, the user has to manually archive tasks from that Job/Contact as well. It's time-consuming and can be confusing when these tasks are still showing up under Home Page> Tasks
1 vote -
1 vote
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Add indication that photos are already on the estimates
Add something to indicate that photos and docs have already been added to an estimate, such as greying out the ones that are already on the estimate
1 vote -
1 vote
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Default Job Name Format
Add option to create a default format for display names such as "[Job Number]-[Customer Name]" such as "123 John Smith".
1 vote -
Salesperson Activity Visibility
Nice to have a view of sales person activity based on recent documents added, notes or w/e else the sales person does and get an overview on. Customer would like to be able to pull a report that can show "SalesPerson 1 did _____" on a granular or quick glance level.
1 vote
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