General
842 results found
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Manually change work order number
Logo wants to be able to change the work order number and make sure that he can change the number before the work order is fully created
4 votes -
Logo wants Eagleview to go back to where they will not have to log in everytime to submit a report to JN.
Eagleview Login
4 votes -
More font size options throughout NSE
customer wants to be able to edit font sizes on all pages within NSE
4 votes -
More tabs for quote details page
customer loves the g/b/b but sees value in adding more tabs than the current 3
4 votes -
Insert template field for the First name only of a sales user
There is no template insert field to only insert the first name of a sales user. There are options for Primary contacts to insert only first or last names, and each user in JobNimbus for their profile has a first name and then a separate last name field they fill in when setting up their profile, so it makes sense to allow the same options for inserting fields for sales users in email templates.
3 votes -
3 votes
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NSE PDF's to be fillable
It would be great if the PDF's we insert into the New Sales Experience Estimates were fillable by the customer. Or at least if when we do a custom PDF page and insert a fillable PDF that ability would transfer to the version that sends.
3 votes -
NSE Authorization Page Replace Line Item
With NSE we can set the options within Quote Details pages to build off of each other or to be their own individual quotes that do not relate to each other. However, the ad-ons that can be created in the Authorization page are not able to be set to replace anything within the quote. It would be great if we got the ability to sort of map the upgrades to which line item they would replace.
3 votes -
Sync Job ID to QB Project ID
We would like the ability to sync the JN Job ID as the QB Project ID this would greatly improve tracking of the data.
3 votes -
Upload Size Limit
Sometimes, the files we upload into JN are really large but there is a 100MB limit. It would be great if we could adjust this.
3 votes -
Ach discount option
Want to be able to give a discount automatically when someone uses ach payment
3 votes -
Task Assignments to Estimators/Custom Fields
We have a custom field for jobs that lists the team member who is the estimator. It would be great if tasks could be assigned to that field. For creating a task the assignee field could have that option instead of just the literal names. Especially for automations. That would allow us to auto assign the task to them as well as to other role types that we create that way. Or if there could be another way to mark and auto-assign estimators and other roles like sales reps. "Sales rep" is an option on automations that create tasks, but…
3 votes -
Left Justify Notes on NSE Estimates
Currently, the notes in NSE justify to the right, but we would prefer them to be on the left. Or possibly toggle-able to either side.
3 votes -
Require Internal Notes
It would be great if we could make internal notes required for estimates etc
3 votes -
Remove arrow when annotating photos
Logo would like the option to draw a straight line without the arrow.
3 votes -
UoM for Products and Services Hide
Logo wanted to have the ability to hide the UoM for ones they created with Products and services added.
3 votes -
Custom Push Notifications iOS
On iOS, we would like to have the ability to customize the notification messages that go out. Task Assignments, for example, show who assigned and that it was a task, then show the 1st line in the description and the task type. A way to change that formatting would be fantastic.
3 votes -
New Sales Experience API endpoints
We only use New Sales Experience estimates, not legacy
3 votes -
Unit of measure on estimates
Unit of measure to be an additional field inside of NSE estimates
3 votes -
New Sales Experience Templates Auto-Save
I would like an auto-save function when editing templates. There was a glitch, and I lost over an hour of work.
3 votes
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