General
641 results found
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Advanced Workflows - Restrict Moving *from* a status
Would like the advanced workflow feature to also allow restricting movement out of a given status.
3 votes -
Appointments Scheduled - Percentage Report
It would be nice to have a report either in insights or classic reports that shows how many appointments were scheduled but didn't turn into a sale. A percentage would be ideal.
For example, say of 100 leads for a week, month, or year, 25 of those turn into scheduled appointments, but never go to a sold stage, it would be nice to have a report that show the percentage amount of those that had appointments.
3 votes -
Convert Estimates to Budgets Before Signing
Currently, fully signed Estimates can be converted to Budgets, but a drafted estimate cannot. This makes it hard if signatures are handled a different way or if the budget is needed before the homeowner gets around to signing. It would be better if we could convert an estimate regardless of the signing status.
3 votes -
3 votes
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Ability to edit forms after saved
Customer requesting to have the ability to edit forms after they have already been saved. this is useful for change orders, work orders and many other reasons and would be a massive improvement on how forms currently functions.
3 votes -
Google Calendar Sync on iPad
With field users becoming mobile only, we need a way for them to enable the Google Calendar Sync. The existing method depends on going into Profile from the Web Version of JobNimbus
3 votes -
NSE estimate settings/estimate detail page to include unit of measure column
In NSE the ability to add a column via the estimate settings to add a column to the estimate details page to include the unit of measurement for a product.
3 votes -
Add Photos To Line Items in NSE
It would be nice to be able to include photos on the line items in Estimate Details. Also would be good to have editable headers/footers on estimate pages so they can be branded, numbered, etc
3 votes -
3 votes
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Document time stamp
When a document gets uploaded to a contact or job seeing the date and time is needed.
3 votes -
Mass delete tasks
Customer finds tasks annoying and wants a means to delete all tasks / multiple tasks, en-mass.
3 votes -
The capability to save reports from the Insights dashboard like you can in Classic Reports.
Saving Reports In Insights
3 votes -
Indicate Supplier on NSE Line Items
With NSE suppliers are indicated for each line item on web, but on mobile the individual line items give no indication if they are linked or not. It would be great if the line items also displayed the supplier icon so it was easier to know if it was a linked product.
2 votes -
Template Fields for Current Date/Time and other System Info
Currently, all of the template fields available are referential to other records. However, it would be great if there was an option for Current Date/Time or other data like that. I am trying to create an email template for a time-based automation, but I don't have a way to include the date of the email.
2 votes -
Make adding products & services available without settings access
Right now in order to actually give permissions you have to check both "Can add products & services" AND "Account Settings" and that i confusing
2 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.
2 votes -
Customize Work Order Cards on Web Map
Would like to be able to customize the work order cards that appear on the web map that you access through the calendar.
2 votes -
Require Internal Notes
It would be great if we could make internal notes required for estimates etc
2 votes -
HR software besides Quickbooks
Something to keep confidential reviews and pay raises or termination paperwork.
2 votes -
Estimate Viewed Counter JN/SQ
We have notifications for when an email is opened. It would be great if we also had a counter for how many times it has been opened.
2 votes
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