General
138 results found
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Job Linking
Would like to be able to link a job to another user. On the web, you can copy the URL and send it, but on mobile, there isn't a way to do that. So an option to generate a link that you can send to another team member would be helpful.
2 votes -
Parent Record Address on Work Order Cards
On Boards, work order cards can be edited to show the parent record display name. However, they do not have the parent record address. Need to be able to display the address of the contact/job on the work order board cards so that we can easily organize.
2 votes -
3 votes
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Delete Company Documents in Use
Sometimes, company documents cannot be deleted if they are in any existing email threads. Need to be able to delete or hide them from the company documents regardless.
4 votes -
Add Photos To Line Items in NSE
It would be nice to be able to include photos on the line items in Estimate Details. Also would be good to have editable headers/footers on estimate pages so they can be branded, numbered, etc
3 votes -
Custom Reports With Any Data
Several types of custom reports can be created, but it would be nice to be able to generate reports that pull data types from the different reports all in one.
2 votes -
Ability to upload JobNimbus email Templates to NSE
Logo would like the ability to upload their email templates to the new sales experience from JobNimbus.
2 votes -
Note Attachments on Mobile
On web, it is possible to add attachments to notes. Photos, files, etc. But on mobile app, you can only enter text and cannot add attachments. Need the note attachments expanded to mobile as well. Photos and files.
2 votes -
2 votes
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Permanent Logs of Deletions
Currently, the permission in access profiles for "delete records" applies to things like contacts and jobs and activity logs. We need to split those up or create a way for us to see if someone has deleted their deletion activity. It could be a specific kind of report/view or even something that requires contacting JobNimbus, at least. SuperAdmins/Owners just need a way to see if users have deleted the activity, and you can't grant the ability to delete contacts without also granting them the ability to delete that same deletion activity record.
2 votes -
View Saved Spreadsheet Files
Would like to be able to save spreadsheet files into a job and have it viewable on JobNimbus. Right now I can save them, but I cannot view them without downloading.
2 votes -
Delete/Hide Locations
Would like the option to remove or hide any locations that are currently not active as they can make the list difficult to manage.
2 votes -
The capability to save reports from the Insights dashboard like you can in Classic Reports.
Saving Reports In Insights
3 votes -
2 votes
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Sign Off on Color
Want to have estimates show color options to the homeowner so they can sign off on their choice.
2 votes -
Lock Paid Commissions in Budgets
If a commission is marked as a percentage of Gross and also paid, and then the gross value changes, it alters the amount of the payment. This needs to be lockable. So the amount paid does not change. Probably need to list another field or something to illustrate that the amount paid is not the percentage indicated. But the paid commissions need to not change unless manually changed.
2 votes -
2 votes
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Google Calendar Sync on iPad
With field users becoming mobile only, we need a way for them to enable the Google Calendar Sync. The existing method depends on going into Profile from the Web Version of JobNimbus
2 votes -
2 votes
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2 votes
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