General
1291 results found
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Download PDF of Proposals
Add option to download PDF of Proposals so they can be saved and printed.
18 votes -
Update New Sales Experience Cover Page
Add ability to update company info in the New Sales Experience. Changes to company phone number and email addresses do not sync to NSE.
3 votes -
Formatting Options in New Sales Experience
Add ability to format phone numbers and email addresses in the new sales experience. Right now, the email address cannot be capitalized and the phone number does not include any dashes, which is hard to read.
3 votes -
Hiring Process for Team Members
Please add the ability to show where someone is in the hiring process and the ability to track certifications such as drivers license, car insurance, iicrc, mold, etc...
4 votes -
2 votes
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Products & Services Lookup Improvement
Whenever entering the name of a Product or Service(Estimate, Invoice, Material Order, Products & Services), it has some suggestions, but they do not include the descriptions. With the 31 character limit on the names, it would be very helpful if the descriptions also showed up with the names to make it easier to identify the proper item before selecting it.
1 vote -
Not Require Adding a Phone Number and Email when adding a Contact.
On JobsV2 I would like to be able to add a contact without having to add a phone number and email. We don't always have that information available when we get a new lead.
2 votes -
Backdate Stage Dates on Insights
I would like to be able to manually change the stage date shown on Insights.
4 votes -
Photo Editing on Web App
Add ability to edit photos on web app, not just on mobile.
4 votes -
Icon of Sales Rep on Boards
I want the icon displayed on the boards to show the sales rep initials rather than the "assigned to" initials.
5 votes -
Shorter Filenames for CompanyCam Photos
Photos that sync over from CompanyCam have crazy long filenames. This makes photo reports look terrible because there will be several lines of text for the names. If I share a photo via CompanyCam and then someone clicks into the link and views/downloads individual photos, then it does show those crazy names in the URL. However, if I select download all photos and put in my email, CompanyCam will send a zip file that contains the photos with normal names when unzipped. Please update the integration to pull the shorter names.
2 votes -
Limit what users can create records
Some of our guys shouldn't be able to clog the pipeline with jobs they created. Wish their was a way in the user profile to limit jobs creation and maybe even contact creation
4 votes -
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2 votes -
Split Invoice Remove "Due" on Total Balance
When split payments are used, the invoice shows the splits but then says Due on the Total Balance. Generally speaking, only one of the splits is due at a time. It would be nice to be able to indicate that.
1 vote -
2 votes
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Be able to set specific time periods for when the proposal link expires
It would be nice to be able to set a time frame for when the proposal link expires.
3 votes -
The ability to translate documents directly within JN.
The ability to translate documents directly within JN.
3 votes -
The ability to have the name of the paying customer on the receipt instead of the primary contact.
The ability to have the name of the paying customer on the receipt instead of the primary contact.
2 votes -
Integrate HOVER to be used by the mobile app
It would be nice if we could send reports to HOVER from the JobNimbus app so that we can get the orders in as quick as possible by our sales reps. Currently, the sales rep on site with the customer doesn't have the ability to order through JobNimbus from the app, but they need to make the capture order when they are on site so they can close the customer.
2 votes -
The ability to auto-save to avoid progress loss from glitches.
The ability to auto-save to avoid progress loss from glitches.
2 votes
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