General
970 results found
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documents layout
make documents and custom documents stand out more, or make it more seamless on interacting with custom docs within the documents page
1 vote -
show commission paid/due totals
Show commission paid/due totals in Insights so that sales rep payouts can be managed from a single dashboard
1 vote -
CompanyCam Integrations View
Sales rep would only see CompanyCam files associated with them in CompanyCam when we were part of acculynx. With the CC/JN integration, we have the team members have to weed through the other sales reps stuff to get to their files within CC. We would love to save time and have the integration with JN and CC set up in the same way.
1 vote -
NSE More Quote Options with Toggle for Customers
Products feature Request (Proline does it) Can take measurements section and we limit the quoting section to Good, Better, Best. Proline gives us four shingle options and two metal options and the customer is able to toggle off the options that they don't want. This is sooo handy, and we can be at the clients home and turn on the options quickly to see the price difference.
1 vote -
Additional Column added to Invoices that will populate on the Invoice Dashboard of the Job
Adding Another column in the Invoice that will show up on the Invoice Dashboard of the job that will auto populate aside from the internal Note. We enter in receipts that we want the corresponding number of that receipt to show up in another column in the Invoice dashboard, otherwise we have to manually add them in everytime on the internal note for it to show up on the dashboard. This is very time consuming for us
1 vote -
Adding Cost Column to Payments tab on Payments & Invoices Dashboard
Would love to see a Cost Column added to the dashboard on the payments tab in a job.
1 vote -
1 vote
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1 vote
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ServiceTitan integration
logo requesting to have servicetitan
1 vote -
Save columns selected in Insights
Would like to have columns added to Insights raw data be saved so as to not have to reselect the same columns every time
1 vote -
formatting boards in a list
would like a list view of the board in addition to cards
1 vote -
Start/End date for tasks created from automations
Would like the ability to set the start/end or due date for tasks created from automations
1 vote -
1 vote
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Note Taking in New Jobs Experience
It used to be easy to create formatted lists for task tracking and record keeping, but now the system fights against proper list formatting in both notes and emails. He emphasized that lists are being forced into paragraph format, making them difficult to read and likely to be ignored, especially when communicating technical points.
1 vote -
Adding Additional Descriptions to Invoice Line Items
I would like the option to add additional descriptions to line items in the invoices.
1 vote -
1 vote
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Have a toggle for Photos to be accessed from the contact
Since switching to Jobs from Contacts, all the photos uploaded to the contact from CompanyCam are not accessible when you want to add the photos to an NSE estimate. We would like to have a toggle in place to where we are able to access those photos on the contact to add them to our Inspection page in NSE.
1 vote -
CompanyCam Issue
When editing the contact in JobNimbus, it will create a new project for that contact in CompanyCam. This is a nuisance and we would like to have it act the way it does when you have Jobs synced up with CompanyCam where it will not create a new project.
1 vote -
Form - Help Button Hiding
This was super frustrating, I took the time for 45 minutes the first time 25 minutes creating a whole new form, but the dang help button with all of the updates and features was hiding the error message that popped up when I tried to save the form, so needless to say I lost the whole info.
Then I switched from "edge Browser" and went to Google, completed the whole dang form again, and it happened again, hiding what ever the dang error message was behind the tips and tricks icon in the bottom left. So frustrating, move the button,…
1 vote -
Signing Contracts
Too many calls from customers asking us to walk them through signing a contract...it should not be this difficult. I think what throws them off is when they click the "Review & Sign Quote" it takes them to the pdf and they think they are supposed to sign it. Most of them never even notice the blue "Continue" button that takes them to the page where they actually sign. I think removing the pdf and having the link take them directly to the sign page would make things exponentially easier for them and for our office staff. SumoQuote is great…
1 vote
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