General
973 results found
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2 votes
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Adding related contact by searching company name
when adding a related contact they would like the capability to search the contact by company name. since some of their contacts don't have a first name, last name, or email.
2 votes -
2 votes
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View Calendar from the Job
Allow users to open a pop-up calendar directly from a job to see sales rep availability when scheduling appointments without having to switch between multiple tabs
2 votes -
2 votes
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2 votes
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Automations
To be able to create an automation for an invoice status as well as a job status to move a job to a different status
2 votes -
Mobile app photo edit tools
Liked tools from previous versions; no longer sees the option to add circle shapes to photos to highlight certain things for their customer. Would like to add a color background for text added to photos from photo editing tool
2 votes -
2 votes
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Adding Jobs in New Jobs Experience
Before, when adding a new job on a contact, the Job name would automatically populate with the contact name (We want that), and the description that was typed in the description box of the contact would automatically copy over into the job description (We want that). Also, the Sales Rep, Lead source, etc. that was assigned on the Contact level used to automatically populate the same on the job and no longer does - we need that
2 votes -
Calendar customization
I would like to provide some feedback on the Jobnimbus Calender. We have used quite a few different ones, and I think JN would benefit alot from giving more customizability to their calendars. Here are some ideas:
Ability to change columns and rows to be for different data. For example, instead of having the time for the rows, we could have technicians listed by name
Ability to chose what info displays in the breif description displayed on the calender
Would be really cool if yall had a program that integrated that could be used as a timeclock. Currently, we are…2 votes -
Work Order screen should show Cost of the Work Order not Material Cost
With the new improvements in JN, the work order screen now shows the material cost of each work order rather than the cost of the work order. If a salesman provides an estimate for for $1500 he would expect to find a work order for $1500. Why would he want to see a material cost when looking for the matching work order
2 votes -
2 votes
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Adding Custom Spacing Options for Emails
It would be great to have customer spacing options in the email editor to increase professionalism and customization.
2 votes -
Maintain Formula When Changing UoM
When we have an item in the Products & Services List that has a formula saved under the calculation, if we modify the UoM it deletes the formula. It would be better if it maintained the formula so we could adjust it if needed, rather than deleting it and having us figure it out again.
2 votes -
2 votes
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2 votes
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More customization in classic reports
The ability to filter out specific activity items is the primary concern for this user. They want to omit email activity, and only filter by actual changes and activity updates by the assignee of the job.
2 votes -
2 votes
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Signed date column on the financials page (First Look)
Want to be able to see when the contract was signed at a glance. Having a column for that would be nice
2 votes
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