General
879 results found
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3 votes
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Verbiage for surcharge to be customizable
It is illegal in Oklahoma to use Surcharge
1 vote -
photos automatically upload to job via engage
logo would like to be able to automatically upload photos to customers jobs when they are sent via engage.
1 vote -
2way sync with companycam
User would like the ability to have 2way sync with company cam
1 vote -
Estimate Details Page Notes Box Format
Looking to have the estimate details page notes format at the bottom to go from left to right instead of right to left.
3 votes -
SuperUser Access/ Impersonate Team Members
It would be extremely helpful to larger companies if there was superuser-type access where someone could impersonate team members to assist with troubleshooting before having to reach out to support. This would allow IT personnel to separate user error from actual technical issues etc.
6 votes -
/ReportDownload endpoint returns an empty 200 for empty responses
Right now it gives a 400 error
1 vote -
When the duplicate record QuickBooks error occurs, just choose a new invoice
It should create a new invoice ID instead of us having to make duplicate and delete invoices: https://jobnimbus.atlassian.net/wiki/spaces/CX/pages/2348286738/Common+Ticket+Scenarios#%5BhardBreak%5DXactimate%2FXactanalysis
1 vote -
Ability to send attachments with invoices
Ability to send attachments with invoices such as photos or work orders
1 vote -
Third party API Payment Integration
Would like the ability to have an API connection through Zapier where we can take payments through a third party for our customers
1 vote -
Allow assignee selection when creating a contact
Instead of default assignee being assigned to a new contact, allow for the user to choose who the contact assignee is
1 vote -
Able to put in months instead of years for custom financing
Would allow for greater control
2 votes -
Access Profile Control for Forms Settings
Currently, the only ones who can edit form templates are those with settings access. We need to be able to grant this access separately.
2 votes -
2 votes
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1 vote
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using app in dark mode
logo would like to be able to use app when their phone is in dark mode. rather than the text and screen showing as black on black,
1 vote -
approved estimate notification
They would like if the sales rep would be notified once an estimate is set to an approved status. They mentioned that things tend to fall through the cracks due to not immediately knowing once something is moved to that status
1 vote -
Totals on Work Order and Material Order Reports
Would like to have the ability to add job total on work order and material order reports to be able to compare pricing.
2 votes -
Subcontractors workorder field
to change it to subcontractors/tech's or subs/lead techs to be able to use for in house employees or subs per the title
1 vote -
Profit tracker save button visible during settings edits
Right now when the settings pane is open in profit tracker the save button is hidden. It would be helpful if the button was visible during settings, so that we could remember to save it.
1 vote
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