General
842 results found
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More customized titles for team members
Custom field for job titles for team members, that will line up with automations better. We don't want to have to change who an automation is sent to every time we hire or fire someone. It would be great to just be able to set the automation to send task to Sales team and tag someone in it, rather than having to assign specific emails tasks etc, to certain people.
2 votes -
HR software besides Quickbooks
Something to keep confidential reviews and pay raises or termination paperwork.
2 votes -
Estimate Viewed Counter JN/SQ
We have notifications for when an email is opened. It would be great if we also had a counter for how many times it has been opened.
2 votes -
CompanyCam to Sync the JN Assignee as the CC Project Owner/Assignee
Want to have the projects created in CompanyCam via integration automatically assign out based on the assignment in JobNimbus
2 votes -
Team Activity Tracking for Admins
Would like to see data tracking for things like logins, downloads etc.
2 votes -
Default Related to OFF iOS
Currently on iOS, the "Show Related" toggle defaults to ON. We would rather have it defaulting to OFF. Or maybe just make it an admin setting so we can adjust at the account level?
2 votes -
Notification On Boards
Create automatic notification on a board for a job that has sat in a particular status for a given time frame.
2 votes -
Breakdown of projects that comprise dashboard data
Feature request to see all of the projects that make up the data for the Dashboard page. Specifically for the "OPEN" amount and the "TOTAL REVENUE WON IN THE SELECTED DATE RANGE" calculations and seeing all of the jobs listed on that page that make up those calculations would be a great feature.
2 votes -
Logo being able to sign estimates before the customer
Option to sign the estimate before the customer
2 votes -
2 votes
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Invoice Line Item Lookup
Currently, with NSE, estimate line items can be looked up within the Products & Services list based on either the name or the description. However, Invoices only have search functionality based on the product or service name. I would like this to be updated to match that of the newer estimates so I can search the same way on both records.
2 votes -
Hyperlink to Jobs within Texts
Logo asked how to include the link to the job in the appointment reminder texts they send to sales reps.
2 votes -
Customize the subject title to NSE
The logo does not want the address line to come in but the ability to customize the subject title when sending an estimate to the customer.
2 votes -
NSE Page Numbers
It would be great if the NSE estimates could have page numbering enabled to add numbers automatically.
2 votes -
API Endpoint to post users
Would like to have a solution that allows a user to be posted into the system
2 votes -
Related Jobs Column for Contact Report
on the classic reports, it would be great if the Contact report had an optional related jobs column.
2 votes -
HyperLink Custom Fields
Would like to be able to save hyperlinks in contact/job details such that they are clickable to open in a new tab.
2 votes -
Import Legacy Templates into NSE Even if Ad Hoc Items
Legacy Estimates can be imported into NSE, however if the template has line items that are not referencing Products & Services directly, it cannot import. It would be better if it worked regardless.
2 votes -
Choose which phone number to call from
Ability to click call on a contact and then choose which number you want to call from.
2 votes -
Document Signing In Person Option
Logo wants to have the document not send and email when they do the option to sign the document in person. The customer of the logo is getting an email to sign and then once they sign in person they get the signed copy of the document.
2 votes
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