General
54 results found
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The ability to sync classes in QBO.
The ability to sync classes in QBO.
14 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.
5 votes -
Download PDF of Proposals
Add option to download PDF of Proposals so they can be saved and printed.
18 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 -
The ability to send out mass texts.
The ability to send out mass texts.
7 votes -
The ability to have cross reporting in JobNimbus.
The ability to have cross reporting in JobNimbus.
7 votes -
Engage Email Notifications
We would like to be notified via email when we receive a text via engage.
6 votes -
Fix PDF view/Printed estimate format
When we attach photos or have estimates over 1 page the page breaks cut off photos or cut text off halfway through. For being a document that could be signed, it doesn't look good if it needs to be submitted to a court.
10 votes -
6 votes
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The ability to restore deleted notes
The ability to restore deleted notes
5 votes -
Separate automations for each location
It would be nice to be able to set automations specific to each location as some items are applicable to some locations but not others.
5 votes -
Functionality for recurring payments/saving customer payment information in JobNimbus
Functionality for recurring payments/saving customer payment information in JobNimbus
6 votes -
Edit estimate format
Add more formatting options for estimates to avoid unnecessary page breaks, or page breaks in the middle of a line of text
6 votes -
The ability to add an internal note to budgets.
The ability to add an internal note to budgets.
10 votes -
The ability to view related documents and photos on mobile app.
The ability to view related documents and photos on mobile application.
7 votes -
Time tracking for employees
Time tracking for employees
115 votes -
Don't automatically round line items
Line items are automatically rounded up to the nearest cent. Add ability to disable that for things line insurance claims where they have to match exactly.
5 votes -
Engage conversations to be assigned to sales rep
Having engage conversations auto-assigned based on who the sales rep is on the contact.
9 votes -
Split payments by amount
Would like to be able to change the invoice split payment by exact amount, not just percentage
33 votes -
Customize assignee initials on contact cards
Ability to pick whose initials show up as the main assignee on contact cards on boards
8 votes
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