General
285 results found
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2 votes
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Insert Logo onto Inspection Photos
In the New Sales Experience, I would like to be able to insert my logo onto the inspection photos so that it is overlayed. It would be nice if it could just pull my company photo. Even if the annotations could allow inserting an image and then resizing that on the inspection photo, then I could do it.
2 votes -
Ternary Operators in Product Calculations
For product calculations, would you guys allow inline javascript using ternary operators like this? It calculates correctly using test inputs, but it will not let me save the formula:
2 votes -
Automatically Enter Text Field When Adding Line Item
On work orders, when you click to add a new line item, you then have to click on the new line item's text box to start typing in it. This should be the place the cursor starts in automatically if you just added it. This should be true any time you add new lines/sections to any of these kinds of documents.
2 votes -
Convert File Types PDF, PNG, JPG, JPEG, etc
It would be nice if we could convert file types within JobNimbus. Like if a saved PNG could be converted to a PDF etc
2 votes -
Drag & Drop Photos/Docs to Switch Tab
It would be nice if we could decide whether a file was a Document or a photo and if we could just drag them from one tab to the other.
2 votes -
SumoQuote Labor Pricing & Material Pricing on Orders
When creating orders from signed quotes, it would be great if we could have them selectively fill either the material cost info in the case of a material order or the labor cost info in the case of a work order. Cost/Margin/Price could still be optional just like the quote. Then display totals etc. This would make it easier to sub labor out or provide specific info to 3rd parties or team members.
2 votes -
2 votes
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Edit Work Order Line Item Amount
It would be nice if, on work orders, it were possible to directly edit the Amount. Typically, this is a combination of the Quantity and the Price, but it would be nice to edit it directly.
2 votes -
Document Description Template Fields
We can trigger an automation to send an email based on a document. It would be extremely helpful if we had a Template Field that would allow us to pull the description that was saved at the time of upload and use it in an email.
2 votes -
Eagle View Order Auto-populate to Activity Feed
Logo would like the action of ordering an Eagle View report to auto populate to the Activity feed of the Job. This way anyone assigned to the Job can quickly access that information.
2 votes -
Hide Old Documents
When looking at sent documents (under a job) that have been canceled or they are just old documents, there could be a "Hide" feature because the documents can't be deleted. The logo doesn't want to have it be cluttered when looking at their documents.
2 votes -
More font size options throughout NSE
customer wants to be able to edit font sizes on all pages within NSE
4 votes -
Block Inbound Email
Need a way to block inbound emails based on sender.
2 votes -
Improved Job Scheduling
Currently, it is possible to schedule a job, but you cannot do so twice. It would be great if we could schedule jobs more than once and have each instance show.
2 votes -
Mobile App - Credit Memos
The desktop version of JobNimbus has credit memos available in financials. I don't see this available in the mobile app. Could we add Credit Memos to financials in the mobile app?
2 votes -
Option to move/hide chat icon
Need to be able to move / hide this chat icon as it sits directly in front of the calculations button (on line items and applying a quantity calculation)
2 votes -
Need to be able to hide/move the "Get Started" and link to Resource Center
Currently when creating layouts / templates in NSE, these buttons block the excluded pages section making it extremely difficult to add/remove pages from that section.
2 votes -
Turn off default related checkbox marked
turn off the related checkbox by default on contacts and jobs. This makes it difficult to view the activity on a job
2 votes -
Material Order Delivery Time and Method
When editing a material order, there is a Delivery Date, Time, and Method. It would be great if this would show on the PDF. That way we can see it once downloaded.
2 votes
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