General
425 results found
-
Ability to Hide Notes on Mobile App
I really feel like having the ability to hide notes as a feature in access profiles would be a helpful feature. Or at least the option to default to hide notes only otherwise selected.
2 votes -
Bulk removal of line items
Customer would like to see the option to remove line items in bulk - ESPECIALLY FOR NSE - as using the layout/template library imports a ton of line items with no labor/material pricing - customer would like a means to remove those from the product and services screen in bulk.
2 votes -
Material and Labor Cost Totals *after* Markup
Legacy Estimate totals currently show Material Cost, Labor Cost, The total cost, the markup percent and amount, then the subtotal of all of that together. For visibility, we need to have the Total Material Cost after markup as well as the Total Labor Cost after markup. It could just go above the subtotal.
2 votes -
Legacy Estimate Taxes Should Match Invoices
It was recently changed so that taxes on invoices can be handled at the invoice level, but legacy estimates are still just by line item. It should be possible to make the function match between the two. Either make legacy estimates work like invoices or make it so they can be toggled.
2 votes -
Option to exclude jobs from email automations
Tina notes that the email automations are great, but there are situations when a job/contact should be excluded, and would like to see a toggle or check box to omit a job/contact from the email automations
2 votes -
Support Vector Images for Logos
Logos are not scaling nicely, would be handy to support vector image files so customers are always presented in the best possible manner.
2 votes -
SumoQuote - Require Product Selections
In SumoQuote, the Product Selections on the Authorizations page should be able to be required. That way the homeowner has actually to make the selection when they sign. Otherwise, a signed quote might be missing key information required to order materials.
2 votes -
Job Linking
Would like to be able to link a job to another user. On the web, you can copy the URL and send it, but on mobile, there isn't a way to do that. So an option to generate a link that you can send to another team member would be helpful.
2 votes -
Field users able to sync to Google Calendar
Logo wants their field users to have the capability to sync to Google Calendar.
2 votes -
Custom Reports With Any Data
Several types of custom reports can be created, but it would be nice to be able to generate reports that pull data types from the different reports all in one.
2 votes -
Ability to upload JobNimbus email Templates to NSE
Logo would like the ability to upload their email templates to the new sales experience from JobNimbus.
2 votes -
2 votes
-
New Task Types to be Auto Selected to show in Calendar
Would like all newly created Task Types to be Auto-Selected in the Calendar. Would prefer to not have to go into the Calendar and click on that task type to show up every time he creates a new Task Type as this requires reaching out to all users to update their calendars every time a new Task Type is created.
2 votes -
Note Attachments on Mobile
On web, it is possible to add attachments to notes. Photos, files, etc. But on mobile app, you can only enter text and cannot add attachments. Need the note attachments expanded to mobile as well. Photos and files.
2 votes -
2 votes
-
Permanent Logs of Deletions
Currently, the permission in access profiles for "delete records" applies to things like contacts and jobs and activity logs. We need to split those up or create a way for us to see if someone has deleted their deletion activity. It could be a specific kind of report/view or even something that requires contacting JobNimbus, at least. SuperAdmins/Owners just need a way to see if users have deleted the activity, and you can't grant the ability to delete contacts without also granting them the ability to delete that same deletion activity record.
2 votes -
View Saved Spreadsheet Files
Would like to be able to save spreadsheet files into a job and have it viewable on JobNimbus. Right now I can save them, but I cannot view them without downloading.
2 votes -
Delete/Hide Locations
Would like the option to remove or hide any locations that are currently not active as they can make the list difficult to manage.
2 votes -
2 votes
-
Customize Sections in Invoice Template
I would like to be able to customize the different boxes in Invoice Templates (example: customer info, job info, sales rep info, etc.) to add my own formatting and boxes in those spaces.
2 votes
- Don't see your idea?