General
973 results found
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Less Frequent Login Requirements
Simply put, I have to login to my account WAY too often. Whether via 2 factor authentication, biometrics, or whatever, I should be able to stay logged in on my daily devices for weeks at a time, not a day or two like it is now. This is especially cumbersome on mobile because my password manager is prevented from auto-filling login info on the current app.
2 votes -
Insert Assignee Image
When creating templates, it's possible to insert the Sales Rep's profile image into it with a short code. I would like to be able to insert assignees images for later steps in the process.
2 votes -
Create a 'Return to Top of Page' button
Move to top of page button at the bottom of the screen when scrolling
2 votes -
Profit Tracker Quantities
Would like Profit tracker to track costs additionally with not only cost in dollar amounts but with quantities as well
1 vote -
1 vote
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Date Updated Field Logic on Estimates
When I change the status on a job, all of the estimates attached to that job show their "Date Updated" as the time the job status was changed. Even though I didn't make any changes to the estimates themselves. This makes it difficult to tell when an estimate was actually last edited when using Classic Reports to filter for this data.
I'd like the "Date Updated" field on estimates to only reflect when a real change was made to the estimate, such as editing line items, changing the amount, updating the description, etc. Background syncs from the parent job shouldn't…
1 vote -
shared line items across estimate quotes
Allow estimate templates with tiers (Good / Better / Best or Either / Or) to share common line items and quantities across all tiers, so estimators only need to enter quantities once.
1 vote -
Limit Permissions of Job/Contact Creation and Fields
Limit Permissions of Job/Contact Creation and Fields. Want the ability to set admins only on creating jobs/contacts and fields.
1 vote -
Feature Request: Allow Materials to Open Directly Into a Default Material Template
Request the ability to configure a default material template so that when a user clicks Materials or Create Material Order, it opens directly into that template instead of first showing the template selection page.
1 vote -
Individual report tables for results
This user is wanting to see the ability to have separate tables within insights. For example, the ability to have separate tables in regard to lead sources, one for Google, facebook, etc.
1 vote -
1 vote
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JNP Refunds Sync with Financials in Job
Refunds made through JobNimbus Payments currently do not communicate back into JobNimbus. There is not a 2 way sync with this situation. We would love if the refund made in JNP came through to the payments and carried over to the invoice to make our process more streamlined and clear.
1 vote -
Changing metrics on Profit Tracker
To change the default of what metrics are being tracked in Profit Tracker (the 5 boxes)
1 vote -
Edit the default message for the Text payment request button
We would like to be able to customize the default message when you send an invoice via text
1 vote -
Mark Work Orders Complete
Mark Work Orders complete and have them crossed off on the calendar in the same way a completed task would do and look like.
1 vote -
1 vote
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1 vote
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line item formatting
allow formatting like bullet points or sub-line items within estimates
1 vote -
Hidden task types appearing as numbers on automations
Tasks types that are marked as hidden, don't appear correctly on automations, will show 'Task Type: 27' instead of 'Task Type: Phone Call' for example. Would like for it to stop using numbers
1 vote -
Uploaded Documents
Would love if the system could auto determine what type of document is being uploaded to the documents tab instead of defaulting to "Signed Contract" it gets very confusing when our team doesn't choose the type of document and instead of saying "default" it defaults to "signed contract."
1 vote
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