General
1074 results found
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Filter Feedback by Status in UserVoice
Can y'all add a way to filter this feedback page to remove closed requests? Said filter should include Denied, Completed, and/or ones still open. At times I have to scroll past so many denied requests, it slows down my search in finding viable answers or open requests by others.
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Customize Top Nav Bar
I would like to be able to customize the top nav bar to fit my needs as an admin. I would like to be able to add a Contacts link as you currently have to go to the Boards to access Contacts, which makes zero sense. I would also like to swap Insights for Reports. I only go to Insights to access reporting, something I use daily. A quicker, direct link at the top of the page would save a lot of time. Other items such as Docs, Automations, etc would also be great to add to the top bar.…
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Updated Trainings are NEEDED!
There are several features that have been updated since we started using JN around 2 years ago. Sadly, 90% of the trainings offered are outdated. Most of the navigation, areas in which to find information, the overall UI has changed, too many variations between Android & iPhone users, etc. I've been having to create my own training guides and SOPs on JN due to the lack of updated trainings. Just today I tried to go through a Custom Reports training that was supposed to be live but was a pre-recorded one from years ago. The JN version he is using…
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1 vote
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Send Sales Reps a Copy of the Estimate
Allow the ability to send the assigned sales rep a copy of the estimate if they are not the ones to send it out for signing.
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1 vote
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1 vote
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Manual Profit Margin
Allow the ability to set a specific profit margin for all line items in an estimate. For example a 25% profit margin adds 25% to all items, not adjusting items to make a total 25%
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1 vote
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1 vote
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Contact details drawer customization
Would like to see an option to collapse the contact details drawer upon opening a job
1 vote -
1 vote
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Automation expanded conditions
Would like to see automations include more trigger conditions, i.e; job/task start date/time
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1 vote
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Manually set or update job Sold date
We would like the option to manually change the job's Sold stage date to fix inaccuracies in reporting or mistakes when a stage/status wasn't changed at the correct time.
1 vote -
Allow Lead Source on jobs to be edited through API calls or automations.
PLEASE let us set the lead source from tools like Zapier. JobNimbus has changed the way Lead Sources work and is now set up perfectly to where customers should be able to automatically set it.
P.S. - STOP MESSING WITH ALL OUR TRACKING METRICS!!
1 vote -
Specific EagleView Structures
Have the option to choose a specific structure from an EV report with multiple structure options.
1 vote -
Adding photo to contact when using Jobs
We would like to be able to add one photo to the contact even though we use jobs as our main stream for the progress. It lets us know that the Sales Rep has been out to the house and we use that as a place holder for the job before it is 'sold.'
1 vote -
add filter in classic reports that sorts by surcharge
Would be nice if we could filter job report to show how much surcharges were charged to the job
1 vote
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