General
870 results found
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Add create Contact - full details
I can no longer create a contact from the home screen. The "Create +" button only allows a Job or Task to be created now, so I have to begin to create a Job, get Name & phone number, create from that, then go back into the search bar, type in their name and go to their profile, and then I can go on creating the contact from there. There is a drop-down feature that allows me to add in more detailed information, but not everything we need including class, lead status, etc. It is an extra step, and messes…
1 vote -
Visa surcharge breakdowns are clearer
Right now when the credit card fee is passed to the customer it very clearly shows that on the invoice, but we have to manually dig around more when someone pays with Visa. It's just confusing and more work, and we would like it to be easier, please.
1 vote -
Don't CC NSE estimates
It is pretty confusing when the initial email is CCed to us because we accidentally sign for the customer
1 vote -
1 vote
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1 vote
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Profit tracker x insights permissions
Right now if someone has the ability to see Insights they can see profit tracker, which is inappropriate when we just want them to see their sales
1 vote -
1 vote
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Would like to hide incomplete tasks on web and mobile
To declutter the calendar
1 vote -
Dark Mode on Web
Dark mode on desktop would be a very nice feature to have. I'm on JN for hours most days and would much prefer a dark theme over the current light theme. It's much easier on the eyes when looking at a screen for hours a day.
1 vote -
Financials User Interface
Logo would like to navigate back to a job more easily after creating a document in the Financials tab; the only options are to go back to contacts, Logo has to lookup the job again
1 vote -
Ability to see customer's info in calendar by hovering mouse over customer info
While office admin is scheduling jobs it would be very helpful to be able to see customer's info on jobs currently in sales reps calendar's. Currently you can click on customer and see info on side of screen, but then you need to exit and click on the next. Would be great to hover over current jobs to see address and see how new customer fits into schedule without a bunch of back and forth.
1 vote -
Token ID for estimate ID in estimates settings
Want to be able to add additional tokens/template fields for estimate layouts. Specifically Estimate ID
1 vote -
estimate options auto fill with previous option line items
Would like to see the line items offered in the first estimate option, in secondary options within the same estimate
1 vote -
New Job Experience - Work Orders
Are missing being able to add the Sales Rep and the Project Manager like you use to be able to. Would like this feature to be added back in.
1 vote -
Automations
For mailing out reminder invoices would like to have the conditions be, as an example, Contact - Pending Payments AND Invoice - sent. That way if we have bigger jobs that we billing in stages don't get the automatic emails if both of these conditions are not true.
1 vote -
Auto populate jobs with related contact
there are certain vendors or contacts that they would like to see automatically associated upon the creation of a job or contact
1 vote -
Negative line items
The discount option isn't enough
1 vote -
1 vote
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1 vote
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deposits and financing
the ability to show financing options for an assumed deposit. Example being a 30k quote with a 10k deposit, the ability to show what the remaining 20k would be financed
1 vote
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