General
27 results found
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The ability to select the invoice when accepting payments now with JN payments.
The ability to select the invoice when accepting payments now with JN payments.
1 vote -
Activity notes on Work Orders on mobile app
We need the ability to write activity notes on work orders on the new app like we were able to do in the old app. Without these notes it's nearly impossible to keep track of the work that has been done. This is crucial to keeping our projects organized.
5 votes -
Automations for Forms
It would be helpful to have Forms be able to have an automation but also the ability to email it to the PM or office.
15 votes -
Custom Settings Access
Would like to be able to customize settings access. We would like for some of our team members to be able to see and access certain settings like Automations and Workflows without also having access to Access Profiles and Team Member info
7 votes -
2 votes
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Ability to upload HEIC photos into JN
Ability to upload HEIC photos into JN
4 votes -
Notate when a column in a board is associated with an automation
Notate when a column in a board is associated with an automation. For example, an 'A-E' when a column is associated with an automation that sends an email, or an 'A-T' when the contact is associated with an automated task.
1 vote -
Automatically update subscription when user is removed
Automatically update the subscription when a user is removed. As of now that only automatically adjusts when a new user is added.
3 votes -
Add hyperlinks to Custom Job fields
Add hyperlinks to custom Job fields to link outside website or sharing directly into the customer information.
3 votes -
One click printing
On the three dots where you're able to edit, view, duplicate documents and estimates, there should also be an option for one click printing so I don't have to download a document before printing.
2 votes -
Alert for Alpha-Numeric Job ID
We have been assigning job IDs manually. Last year we used a naming convention that was numeric and would be prompted if it were a duplicate (there are times when multiple folks are setting up projects at once). Since going to an alpha-numeric naming convention we have lost that functionality and we are feeling the negative affects of that. It would be great if the system would send us an alert for alpha-numeric IDs as well as it does or numeric ones.
2 votes -
Constant Contact Integration
Would like to add Constant Contact to the available integrations
1 vote -
Assign contact to salesperson without manually editing contact
A way to assign a contact to a salesperson without having to edit the contact.
2 votes -
Conditional Fields in Forms
Would like to see Forms provide the option for conditional fields/responses. If I select a Cedar Fence as the first question, I would like to be able to then select a follow-up 'Type of Cedar Fence'. This would allow for less implementation and time saved in the field; the benefit of Forms is to ensure the field crew doesn't have to guess, and this would only double down.
2 votes -
Bulk Delete Contacts from Contact List Page
We would like to be able to select and bulk delete contacts from the Contact List page instead of creating a report and bulk deleting through there
1 vote -
Change email address for billing
We want to be able to send our subscription billing to our billing department. Right now it goes to the admin on the account and there isn't a way to change that, and having to manually sen the invoice to our billing department is time consuming.
1 vote -
Add Rules Option in JobNimbus
Make it possible to make rules in JobNimbus. For example: "Status can not be changed to ______ unless document _______ is uploaded"
1 vote -
Credit Card expiration notice
When the system sends a credit card expiration notification, it would be best to send notification closer to the expiration time. Currently it sends them with plenty of time to renew when there is no immediate need to change it.
1 vote -
Assign multiple reps to contacts automatically
Be able to choose multiple users that will be assigned to a new contact automatically.
Assign all past contacts in the system to multiple users using batch (bulk edit) instead of doing one at a time
1 vote -
User friendly new mobile app
The new mobile app needs to be user friendly- the default needs to be upload documents not photos, documents are more important. Al in all, uploading documents to the new app needs to be more user friendly.
3 votes
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