General
1008 results found
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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 -
Able to hide margin from sales
If the homeowner sees this they will be upset and the sales rep shouldn't see it either
1 vote -
subcontractor color
when assigning a subcontractor, the bubble on a job should be able to edit to show the sales lead and not the subcontractor.
1 vote -
Lead date should not change when the type changes
Roof repairs turn into roof replacements quite frequently and it
1 vote -
Submit a material order without entering a delivery date.
Logo would like the option to submit a material order without having to select a delivery date
1 vote -
1 vote
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Notification when customer has opted out of texting
Would like to see a notification when a customer has elected to opt out of texting.
1 vote -
Intractable custom pages on NSE
This would be helpful for things like address and shingle colors
1 vote -
interconnected notifications
Preferred if the web and mobile notifications were linked. i.e, if you check one, it clears the other
1 vote -
Photo Type
Please update the way photo type can be saved. It would be great to be able to select multiple photos at the same time to change their "type"
1 vote -
1 vote
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County auto populating
Having to option to have a county populate when putting in the zip code so they can charge the correct taxes
1 vote -
Automation triggered by text/email response
when they send out an follow up automation text that when a customer responds to it the message doesn't go into unassigned. Or if there is a way to create an automation to trigger for a team member to receive all of those messages so they can filter them and get them out to the team member to reply to.
1 vote
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