General
1067 results found
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Disallow adding jobs to contacts you're not assigned to
Disallow adding jobs to contacts you're not assigned to, even if the contact workflow is available to everyone. This is about integrity
1 vote -
Wants the option to hide descriptions on P&S
sometimes they may use supplies from different suppliers in one job and if quote details has a specific product they did not deliver it can be an issue with the contract
1 vote -
Admins able to change profile settings
As an admin, I would like to be able to change things like profile settings, calendar views, and what's on the dashboards for each of the users.
1 vote -
Map-based schedule - Idea
In future updates it would be nice if your maps had the ability to route the best routes for getting to a worksite, materials, e.t.c
Also would be nice to have all of the appointments/tasks show up on the map when tapping on the location
1 vote -
Activity Tracking for records in Financials Tab
Activity tracking on Financial documents such as estimates and invoices.
1 vote -
1 vote
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0 out Measurements Tokens
When clicking into a measurement token, clear the 0 automatically. Would rather not have to delete the 0 when inputting a number. Messes up their measurements if they are not EXTRA careful
1 vote -
Email for system updates
Make an option to email for every update to the system, or at least big ones. It's hard to pay attention to little pop ups in places they may not be looking.
1 vote -
Notes- Hover over to Enlarge Image
Logo would love to have the ability to go into images in the notes, hover over the thumbnail, and have it enlarge without having to open the image.
1 vote -
Bulk Edit - Related Contacts
It would be nice to be able to bulk edit a jobs report and change/add related contacts (Whether that is a customer, subcontractor, e.t.c) to multiple jobs
1 vote -
Adding United Inches as a Unit of Measurement
Carla is in a windows company, and notes that the measurement they use the most is United Inches (UI) and is a common unit of measurement for windows/doors companies. She would love to see this added as a default within the system.
1 vote -
Labor Minimums with Calculations to Achieve said mins.
Dana would like to ensure that a minimum labor charge is reached on every estimate. She doesn't want to just put $200 labor on the layout, but rather a means to calculate "if the estimate doesn't reach a min threshold for the labor, to then bump up the labor (round up) to a predefined number/min"
She also notes having a labor slider, similar to the margin slider would be beneficial
1 vote -
Have Lock/Toggle for creating new line items (NSE)
Dana would like to see a lock/toggle for creating new line items (just like in legacy estimating) as she doesn't want the salespeople to make a ton of line items (duplicates etc...)
1 vote -
Option for Margins to change depending on location / area
Dana notes that in some areas, their material/labor margins are different than the presets they've established in the system, and would like the option to set/apply different margins to line items depending on location
1 vote -
Save Button Icon
Throughout various menus in JobNimbus (Profile Settings is one example) a "+" icon is used on the save button. This makes sense in some areas but is less intuitive in other areas like settings. Although it's a minor detail, it may help Logos subconsciously to have a checkmark, floppy disk, etc. icon on the save button.
1 vote -
Pulling data from totals in insights brings up underlying data
When pulling excel reports from boxes in insights (for example "This Year: Sold") it only pulls the single number, not the underlying data. We would like the underlying data too.
1 vote -
PDF delete/ Edit dots in NSE
NSE PDF page has the edit dots to far away from the actual PDF's. Please place it closer.
1 vote -
Bulk Work Orders
It would be really helpful to be able to download all work orders for a specific sub at one time. That way I could send the subs all the work orders for the upcoming week.
1 vote -
Mobile - Adding job to contact option to link address
When adding a job to a contact via the mobile app bring back the function to link the contacts address rather than manually typing in the address or searching the address by the search feature.
1 vote -
Customize Built In Job Report on Jobs V2
In previous versions of JobNimbus, where contacts and jobs were available as menus in the top left corner, there was an option to look at the "list" view of the contacts or jobs.
The three dots in the top left corner allowed you to customize the built in report. Then you could add this built in report to the home dashboard.
Now in Jobs V2, there is only a Jobs menu. If I go to Jobs, then go to the top right corner, there is a contacts button that I can click on. This takes me to a list view…
1 vote
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