General
1261 results found
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Add a contract to the calendar on the mobile app
Example: We would like to be able to click on 2:30pm Friday 3/3 and add a contact right from the calendar of the mobile app.
1 vote -
work order conversion automation
I want to be able to have an automation for when I CONVERT a work order to an INVOICE.
Currently I cannot set an automation based on when I convert a work order.2 votes -
Expanded reporting options
We are in need of an additional filter on a estimate report that allows us to filter the parent job lead source. This would be very beneficial. Also any graphed reporting would be phenomenal.
1 vote -
1 vote
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1 vote
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The ability to add estimated time to automated tasks.
The ability to add estimated time to automated tasks.
1 vote -
End Date filter - Reports
Can someone add a End date filter - Exclude empty records box
1 vote -
1 vote
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Admin google calendar sync
Allow admin access users to sync all JN tasks to each other's Google Calendar without syncing individually and then allowing access to each other's calendar through google
14 votes -
Keyboard shortcust
Keyboard shortcuts to move around the page or perform actions like access the menu in the current context such as viewing the documents related to a job and wanting to delete.
2 votes -
Automation
Automation to run through change of days in calendar.
So if Luke (our scheduler) moves a job from Monday the 27th to Thursday the 2nd (by sliding it over on the actual calendar, we want that to "trigger" an email to myself and Nicole with the job information telling us that this job date was changed.1 vote -
The ability to sort work orders by date.
The ability to sort work orders by date on the contact/job page.
1 vote -
Add columns for full address, email and phone in reports
Add columns for full address, email and phone numbers in separate columns of their own instead of having them in one column
3 votes -
Filter Type - Reporting feature
The report filter type I would like to get added is a "Paid in Full Date" so that I can remove jobs from the previous year that are not relevant/current work, but keep all jobs on the list that are ongoing or in planning from the previous year. "Date Updated" does not appear to be specific on what update or "current position" the job is in. It will not filter out the desired jobs.
1 vote -
The ability to lock a template.
The ability to lock a template and not allow changes but allow it to be filled out.
1 vote -
Down payment built in to estimate option
Option to build down payment schedule into estimate. That way when signature is requested, customer can see down payment is due
1 vote -
The ability to not show profit margin on estimates.
The ability to not show profit margin on estimates.
1 vote -
Option to share a report with only one specific employee
We want to be able to build a commission report by sales rep and then be able to share it to only that sales rep. Right now there is only the option to share it to everyone, admins, or to the person who creates the report.
9 votes -
Customization options for Document templates
Ability to customize document templates like margin size , page breaks, and additional font sizes
1 vote -
The ability to have more conditional formatting for automations.
The ability to have more conditional formatting for the automations such as if a job has passed the status change action, not to trigger if it gets triggered.
1 vote
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