General
879 results found
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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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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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Options to only allow users to view only their own commissions on Budgets but not other users'.
Users have access to budgets but wants to further limit their viewing access so they can only see their own commissions.
1 vote -
centralized emails
instead of the emails being sent only to the one who originally sent the email, they would like to see a centralized JobNimbus email inbox that will display all new emails in inboxes
1 vote -
Material Order Template Line Item editing
Ability to edit the line items of the Material Orders at the template level
1 vote -
SQ- Add several PDF's into one quote without each being a custom page
Would like the ability to add in single use PDF's into a quote and have customer toggle through them rather than have them added as individual custom pages.
1 vote -
Ability to add more task to the calendar drop down meny
I would like the ability to add more tasks to the calendar drop down menu, there are not enough options.
1 vote -
Stop Reset Password Link from Triggering every time there is an update in the app.
Would like the ability to be logged out of account when there is an update instead of being logged out and having our passwords reset every time. We have to not only reset, we are not able to use any of the same logins again.
1 vote
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