General
873 results found
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Able to disable margin / markup
Sometimes the margin just gets in the way, for example, when we want to lower the price we will run into the error of the margin going below %0, but we don't care about the margin for our business
1 vote -
Filter visibility on Jobs with lead status
Wants to be able to hide leads from sales users, and only allow them to see leads that are recent. Without having to un assign them from the record
1 vote -
Different section titles for inspection in New Sales Experience
Right now it only uses the page title, not the first section title
1 vote -
Tax calculator within estimate
A tool to calculate and edit taxes within the estimate
1 vote -
1 vote
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Forms in Insights
Would like the ability to pull a report with forms within Insights.
1 vote -
Automatically assign new leads to a person based on job type
Currently, we'd have to setup an automation to create a task for someone to manually assign a sales representative. It would be awesome to be able to have leads automatically assigned to a sales rep based on the job type they handle. This may require the option to setup the type of trade each sales rep handles in their profile.
1 vote -
More control over what photos are kept
Issue when uploading a photo to a doc template is still showing up after the image has been deleted. Since it is attached to the record
1 vote -
Modify pricelist line items, from within NSE directly
customer notes the frustrations with updating line items in Products and Services and then return to the estimate layout he was editing. Would be preferred to make these edits directly from within NSE
1 vote -
Read only access profile
Ability to set access profiles to view boards only, not edit or move anything in them
1 vote -
1 vote
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1 vote
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Two Calendars in JobNimbus
Would like the ability to have more than one calendar in JobNimbus to keep jobs scheduled and tasks seperate.
1 vote -
Job title on estimate
When working on a job estimate, it would be nice to have the job title at the top of the estimate so they know what job they are working on
1 vote -
Forms on web
Ability to fill out a form on the web version
1 vote -
Company Logo on every estimate page
Add company logo to every page of an NSE estimate
1 vote -
Classic reports, filter by estimate type
The ability to pull reports for the type of estimate that was created. Examples being: full/half roof, roof repair, etc
1 vote -
City Search Function
Be able to search a city that is apart of a contact rather than creating a classic report
1 vote -
Hide Good better best
The option to hide the other options after the customer has chosen one
1 vote -
1 vote
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