General
1018 results found
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Responses to automated texts go to unassigned, not archived
Right now it is very easy to miss customer replies if they reply to text automations because it goes to archived immediately.
1 vote -
Allow the cover photo of the job to not autopopulate on the cover page of estimates
Make it so the cover photo for the job is separate from the cover photo of the estimate.
1 vote -
Automatically calculating quantities of different materials for a product without an integrated supplier
Would like to automatically calculate quantities of different materials for a product without an integrated supplier. using a PVC window surround example, he explained needing different lengths of various PVC board types (1x4, 1x6, and crown) cut from 18-foot lengths for multiple windows. Basically would like the system to bundle multiple materials into a single product with automatic quantity calculations.
1 vote -
Profit Tracker - View available in the Mobile App
We would like to be able to track profit and loss on the desktop and the mobile app. This would be extremely helpful to have this ability when out in the field.
1 vote -
Profit Tracker - Split Commission Sections by Trade
I need a way to split the profit tracker for commission purposes, or produce a separate cost section. This would help keep things organized, as I pay gutters differently than other trades.
1 vote -
Be able to edit the small icons on board cards
Would like the ability to customize and edit the small icons on the bottom of board cards. Days in status, Tasks, attachments, are the ones that are showing. Please let us choose what shows there instead
1 vote -
Being able to "PIN" an important comment in notes/activity
It would be really helpful to be able to pin an important note in the activity field that we can either share with all those assigned to that job.
1 vote -
Insights filters
To be able to add custom filters and columns to sections like "Last Week: Leads" and to have those customizations be savable
1 vote -
1 vote
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Be able to write out an email when making an automation instead of using a template
We would like the option to write out the email message that sends with an automation instead of only choosing a template
1 vote -
1 vote
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When clicking reply from the the activity page to an email, change the formatting of the the email. It looks unprofessional.
Please make the email view look normal. It looks bad with the quotations and the strange spacing.
1 vote -
Jobs on calendar
Allow for Contact information to be displayed on the side view of the job within the calendar view. Similar to how Tasks display contact information
1 vote -
Limit Access to Edit Forms on the App
We need to have where only certain team members are allowed to edit a form once it is added in the app to prevent mistakes from happening.
1 vote -
1 vote
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Markup Slider
Add a markup slider in the same way that there's a margin slider on estimates
1 vote -
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
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