General
870 results found
-
Different statuses for payments, and automation triggers
They need an automation to trigger based off of a deposit being made. In their current state, automations are unable to trigger based off of different payment types
1 vote -
Be able to get rid of not present option on forms
want to be able to get rid of the option of "Not Present" when creating a picture option on forms so that employees cant bypass and skip out on taking pictures
1 vote -
Engage - Ability to update the phone number to the correct contact.
Phone number was associated to the wrong contact and text message was sent. Phone number has now been updated to the correct contact but the conversation is still showing under the incorrect (original) contact and when creating a new text message under the contact where that number is not associating to, it defaults to the old (wrong) contact.
1 vote -
Multi line column
Columns in boards be allowed to display longer names in multiple lines
1 vote -
1 vote
-
1 vote
-
Adding lines to estimates
On estimates legacy: having a little tab on each line that allows you to add additional line items above or below that line without having to drag the line from the bottom to where it needs to go on the estimate which is incredibly tedious.
1 vote -
Unit of measure added on item quantity in New Sales Experience
wouldn't have to go in the description and add the UOM should add the UOM measure in the Quantity box, it would be very useful to have the UOM at the bottom of the Quantity. So that the audience ie Sales Rep can see the unit of measure on the estimate.
1 vote -
Custom Status on Invoices
I would like to add a custom status for invoices to be "Written Off" instead of needing to cancel or void the invoice entirely.
1 vote -
Products & services reflects Margin vs Markup choice in Estimate Settings
It is confusing to have products & services hard set to markup whereas the New Sales Experience can switch between margin and markup.
1 vote -
Emails can forward from one JobNimbus account to another
Right now emails can be forwarded from a personal inbox to a JobNimbus inbox, but it would be great to be able to send from one JobNimbus account to another
1 vote -
Option to remove sales tax from insights
In order to more accurately see revenue, I would like my sales data to not show sales tax
1 vote -
1 vote
-
1 vote
-
print
Print directly from the web page without having to go to another screen/tab or view a PDF. (especially for estimates and work orders
1 vote -
Custom financing accepts %0
Would like the ability to put %0 financing for custom financing
1 vote -
selective company cam
Want to be more selective on what comes through on the company cam integraition
1 vote -
Unassigned text to main email
Want unassigned texts to be sent/notified to main company email so they dont miss it
1 vote -
Custom Default Job Names
Default job name dropdown should be customizable
1 vote -
Be able to move photos in Company Documents
Would like the ability to move photos into the Company Documents tab to separate out photos to be sent in emails easier.
1 vote
- Don't see your idea?