General
418 results found
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Master List for Projects or Company
We would like a list of multiple people, their title, name, number and email for a project / company. When we look it up on the phone, we only have one number and it goes to the home office When we’re trying to call the superintendent, and we don’t have his name or title. We just call a number that pops up; then a secretary answers, we don’t know her name, she doesn't know what we’re talking about, and we look stupid.
2 votes -
2 votes
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Insights Goals For Comparison
It would be great if we could set goal metrics in Insights to then compare against the actual Insights Data. That way it can also track goals met etc.
2 votes -
2 votes
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2 votes
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2 votes
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2 votes
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Limit quantity decimal with supplier integration
If the quantity of an item on a material order (SRS) contains a decimal, the system does not automatically round that number up, and ultimately prevents the user from placing the material order. The pop-up notification given simply states, "There was an error submitting the order", this causes confusion and does not provide the reason or solution.
The Order Preview does list a Note which states, "This supplier only accepts quantities that are whole numbers. Any quantities that were not whole numbers have been rounded up to the nearest whole number." Again this would cause confusion as the user would…
2 votes -
Listen to Audio Files
Would like the ability to listen to Audio Files within JobNimbus
2 votes -
Credit Memos not Amount Paid
Currently, Credit Memos are counted against invoices as "Amount Paid" so when reports are exported the "Amount Paid" won't always match the sum of payments. It would be better if this could be either included or excluded by our choice.
2 votes -
Toggle Require Estimates Fully Signed to Convert
I would like to be able to convert estimates without having them fully signed. It would be better if this was something an admin could toggle.
2 votes -
Documents - Limit Who Can Sign
It would be good to see in future updates the option to reduce who shows up as "Signers" when generating documents in JobNimbus. Our company has only two people who are authorized internally to sign, and it can be confusing for our users to know who to choose if 50 users are showing up in the drop down menu
Perhaps one idea would be making it so only the assignee(s) and sales rep(s) of a contact or job, would show up as "Signers" when clicking on "Add Signers" from a document.
Or perhaps have this added somewhere in settings where…
2 votes -
Separate Sales Calendar vs Assignee Calendar
Need to be able to filter the calendar for things the user is the sales rep of or for things the user is the assignee of. If the sales rep is only sometimes the assignee, then it creates lots of instances where it will show up twice.
2 votes -
2 votes
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Search bar logic
Search bar is too specific
2 votes -
Insert Logo onto Inspection Photos
In the New Sales Experience, I would like to be able to insert my logo onto the inspection photos so that it is overlayed. It would be nice if it could just pull my company photo. Even if the annotations could allow inserting an image and then resizing that on the inspection photo, then I could do it.
2 votes -
Ternary Operators in Product Calculations
For product calculations, would you guys allow inline javascript using ternary operators like this? It calculates correctly using test inputs, but it will not let me save the formula:
2 votes -
Automatically Enter Text Field When Adding Line Item
On work orders, when you click to add a new line item, you then have to click on the new line item's text box to start typing in it. This should be the place the cursor starts in automatically if you just added it. This should be true any time you add new lines/sections to any of these kinds of documents.
2 votes -
Convert File Types PDF, PNG, JPG, JPEG, etc
It would be nice if we could convert file types within JobNimbus. Like if a saved PNG could be converted to a PDF etc
2 votes -
Drag & Drop Photos/Docs to Switch Tab
It would be nice if we could decide whether a file was a Document or a photo and if we could just drag them from one tab to the other.
2 votes
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