General
842 results found
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New Sales Experience Sales Rep CC'd
Being able to remove the Sales Rep CC'd in NSE.
3 votes -
Color selection/menu
When creating an estimate, they would like to option to list what colors they would like to sell/do sell to prevent selling colors and options that they either 1) do not have available 2) decide not to sell.
3 votes -
3 votes
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SQ - Rounding Totals
It would be great to be able to round within the reports. Either the line items themselves, the sections, or even just the final total. This could be toggled on or off and could either be to the nearest dollar or up to the nearest dollar.
3 votes -
3 votes
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Edit Estimate Template Line Items
When attempting to edit an estimate template with the new sales experience, I cannot simply update a line item. I have to delete the line item, scroll down to the bottom, add a line item again, and then drag it back where I want it. I would like to just be able to modify the line items on my templates like I can on the actual estimates.
3 votes -
New Invoice Experience - Add Photos Feature
JobNimbus recently released the "New Invoice Experience". There is no option to attach images to the line items in the new invoice experience. The old legacy invoicing allows you to attach images. This is important to have available for contractors, especially when working with insurance.
3 votes -
Eagle View Order Auto-populate to Activity Feed
Logo would like the action of ordering an Eagle View report to auto populate to the Activity feed of the Job. This way anyone assigned to the Job can quickly access that information.
3 votes -
3 votes
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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
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