General
1071 results found
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8 votes
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Formatting needs improved in NSE PDF view. Headers like "Description" clutter the page.
- Remove Description header above every section.
- Remove Unit & Qty headers by having the Unit come right after the Qty.
- Remove Unit Price by putting an "X" (times symbol) before the unit price and after the Unit & Qty (don't allow unit price without the Unit & Qty)
- Remove Line Total by making it bold
- Make the section titles a different size or shaded background, anything to separate it from a regular line item. You could even put a simple box around the line items below each section title, with the section title directly above the box
With each section's…
16 votes -
Converting Estimate to Material Order Should Exclude Labor Items
Right now, if I have an estimate that contains Labor items and Material items, and I convert it to a material order, it will have both sets of items. It would be better and more efficient if the system just didn't pull in those Labor items. The fact that it's a material order should mean it only pulls Material.
5 votes -
Saved Custom Filter Views for Faster Team Access
It would be extremely helpful to add a feature that allows users to create, name, and save custom filter views for boards. Right now, when managing multiple teams, users have to constantly clear filters, reselect individual profiles, and rebuild the same view for different teams over and over again in order to see the right group. That creates extra clicks, wastes time, and makes it harder to move quickly through daily work.
A saved custom view feature would solve that. For example, a user could create a filtered view for specific Sales Reps, save it as “Team A,” and come…
4 votes -
Ability to control which line item prices are not changed when margin slider is moved
Sometimes a custom line item is added that is not in the product & services list. Many times these prices are verbally expressed to the client so the price has to stay locked even if the margin slider is moved. This is critical if Line Totals are made visible on the PDF.
13 votes -
3 votes
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Change item description from the estimate
wanting to change the description for each item form the estimate itself and not have to go into products and services each time to change it.
2 votes -
restrict view of documents
provide an access profile limitation for viewing documents on a job. Reason being for sales information on estimates isn't relevant information for the field team to be able to view
2 votes -
Recurring Billing
Recurring billing would facilitate prompt billing of annual maintenance for warranty compliance and service contracts.
2 votes -
Recurring Calendar Events
Recurring calendar events would facilitate scheduling of annual maintenance requirements pertaining to warranty compliance and service contracts, plus weekly or monthly recurring office, project safety and coordination meetings.
2 votes -
Recurring Calendar Events
Recurring calendar events would facilitate scheduling of annual maintenance requirements pertaining to warranty compliance and service contracts, plus weekly or monthly recurring office, project safety and coordination meetings.
2 votes -
automatically filled emails
Create a way that if you create an email template you can automatically pull appointment date and time. "I want to set up an email template that when i click, and the job has an initial appointment set, the template would populate that initial appointment date and time"
2 votes -
Automation Delineated by Document Type Signed
Run automations depending on what document type is signed. Use cases:
- Move status to "Signed" when "Contract" document type is fully signed.
- Alert Accounting
- Alert Sales rep with Zapier Automation
- Alert Sub with Make.com Automation
- Generate webhook for Zapier/Make/N8N when a change order is signed alerting all parties to halt and pivot.
- When Media Release is signed, Add call task for Rep to perform.
- When employee offer letter is signed, add them to JobNimbus, Google Workspace, Trainual with Zapier/Make/N8N
Right now, you can get a notification that a document is signed, but we can't automate around the document type or…
11 votes - Move status to "Signed" when "Contract" document type is fully signed.
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2 votes
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work order sectioning
allow for more clear section devisions and line item insertion similar to NSE estimates
2 votes -
activity on estimates
allowance to see creation activity and updates and changes made to estimates like perviously allowed. There is currently no way to see the activity tab of an estimate
3 votes -
Convert Estimates to invoice without "fully signed" status
Need to be able to convert Estimates to invoice without needing to mark it as signed.
3 votes -
2 votes
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2 votes
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Being able to remove images next to task type
Being able to remove the little images next to the task type once it is already created
2 votes
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