General
842 results found
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The capability to save reports from the Insights dashboard like you can in Classic Reports.
Saving Reports In Insights
3 votes -
Paid online comprehensive training for JobNimbus outside of professional services
Beyond professional services, if there were online training that is more comprehensive that people could purchase and refer back to.
2 votes -
Forms activity in Reports
It would be great if activities such as Form Submitted was available, and a filter criteria for reports.
2 votes -
Fonts
The ability to change the font and text size within estimates, invoices, work orders or anywhere really with a text box
2 votes -
NSE Auth Page Show Item Names
It looks like when viewing the PDF of the authorization page, it doesn't display the item name, just the description. Would like this to do both or at least be an option.
2 votes -
Options to customize estimates in New Sales Experience
Would like to be able to change fonts, colors, and placement of customer & company information on the cover page. Wants to add their company address to the cover page but also keep the customers information as well
2 votes -
The optional field in the user profile for their job title to then be used in the email template insert fields
There should be an optional field for a user's profile to put in their job title that can then be used in template insert fields to better communicate with customers who are sending the email that an automation is set up for.
2 votes -
When adding a template to the estimate details page, add it as an option
Currently, when you import a template into your estimate details page, it will erase all data, even if you have multiple options available. This makes it difficult when you are simply trying to add a new option that you already have the template for but don't want to manually enter it into the estimate when you could just import that template as a different option instead of erasing the whole estimate details information.
2 votes -
Custom reporting
ability to add data from different types of reports into one report. Such as combining invoice reports, work order reports, etc.
2 votes -
2 votes
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Adding Form based conditions to automation
There are no current options in the condition types for forms.
2 votes -
Being able to format change any note text box on an estimate
When you are looking at the product details in an estimate you can leave a note in the note text box but you can't actually change the text font, size, bold etc.
2 votes -
2 votes
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2 votes
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Ability to add images to products & services in the estimate
possibility for customers to mouse over if they want to review the image of the item
2 votes -
Automation & email templates allowing emails to send the whole paid invoice document
Logo is trying to set up a automation that will send the full invoice once it is paid
2 votes -
Engage Texting to Support Sending Video Files
Engage text messages can send photos just fine, it would be great if this could handle short videos as well, like regular texting.
2 votes -
NSE Signature Request Replies to Associate to Record
Currently, whenever a customer replies to a signature request from NSE Estimates, they do not associate with the record. This should be updated such that the replies are attached and are viewable on the record within JobNimbus.
2 votes -
Converting a draft estimate to a material order
The ability to convert an estimate that is in draft status to a material order.
2 votes -
NSE Token Options to Include all Template Fields
Some specific fields that would be great to add would be Date, Phone number, and Email for the respective parties. But all of template fields (that can fill into an estimate) should be options.
2 votes
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