General
870 results found
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user access to tags
logo would love the option on who has access to create tags.
1 vote -
increase character count on forms
Logo would like the option to increase character count on their forms
1 vote -
Assign Task Modification to Assignee
Would like to be able to have all team members view tasks, with limitation on the assignee being the only one who can edit or delete the task.
1 vote -
Able to edit emails sent out with invoices
When emailing invoices we can choose a template but not view or edit it
1 vote -
Able to combine templates
Instead of the templates just replacing, able to combine them too on New Sales Experience
1 vote -
NSE- Good, Better, Best Item option link
NSE- Would love the option for my customer to remove the option of the shingle on the "good" estimate, by way of clicking a button that would subtract the shingle from the "good" estimate when they choose the upgraded shingle.
1 vote -
1 vote
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1 vote
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1 vote
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Automation for notification internally of inactivity in Job/Contact
We need an automation that will send a notification to the assignee or subcontractor to see when a job/contact has been inactive after a certain time period so that we can keep the job moving through the system.
1 vote -
Edit page margin
We would like the page margins (the spacing on the sides of the page) to be editable
1 vote -
Able to upload audio files to jobs
Able to upload voice memos would be helpful
1 vote -
Contact and Job Fields populate in Insights
Would love to have the contact fiend and Jobs fields that are added to the cards to populate in Insights reporting. For example, would like "service type" and "reason for moving to lost" to populate in the filters in Insights.
1 vote -
EagleView Tokens - Apply to Material Order
It would be nice to have the option to apply EV tokens to a material order. I know it is possible to create an estimate, apply measurements, then convert it to a material order, but it would be nice as a base feature to have the option to apply EV tokens to a material order without having to convert an estimate.
1 vote -
Engage Automation Notifications in Response to a text
Would like the ability to have a text automation sent out to our customers when they text our line, to automatically notify them that they should respond by other means.
1 vote -
Ability to disable all notifications on the app
Would like reps to not get notifications in the notification center on the app for email replies and threads when they are assigned to the job
1 vote -
1 vote
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2 contacts with the same email address should not share email activity
This would keep things cleaner: if they respond to an email, it should only be on the email chain they responded to
1 vote -
Partial refunds through JobNimbus Payments
We can do full refunds, but we would like to do partial refunds
1 vote -
Custom contact type drop down in contact creation
Logo would love to be able to have an option when creating a contact to add a custom drop down for contact type
1 vote
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