General
1100 results found
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Give the material order fields the ability to be required
Give the material order fields the ability to be required
1 vote -
Document Signed Email should include more info
When a document is signed, the email update sent after only has the document number. I need to see the contact name and the document name as well as the job number.
1 vote -
The ability to log a text, when not using Engage.
The ability to log a text, when not using Engage.
1 vote -
Auto-populate related contacts in emails
Automatically add related contact email address to emails that are being sent out.
1 vote -
Email attachment process
The process of adding attachments to emails is too tedious and time consuming. It would be great if the process was cleaner/more streamlined.
1 vote -
Ability to view sales reports in the app
Ability to view sales reports in the app
1 vote -
Do Not Reply to Email Notifications/Improve Reply-ability to Emails Outside of JobNimbus
Logo had been receiving notifications in his email of emails received in his JobNimbus account. However, he was replying to the notifications, thinking it would reply to the email. He lost at least 3 contracts because he though he had done his due diligence when, in reality, his communication was not going out. Request is to improve the notifications so it is more obvious that he should not reply, or to improve the email system so that his replies would actually have gone out.
1 vote -
quick view
It would be great if the attachments, documents, estimates, invoices, etc. had a quick view option that would pull up another smaller screen instead of taking you off your current place.
1 vote -
The ability to have forms pullable through Zapier
The ability to have forms pullable through Zapier
1 vote -
More Sort Options for Custom Reports
I would like to be able to sort Reports based on any column. Specifically, Quickbooks sync Yes/No.
This would allow the reports to be analyzed more easily.1 vote -
Visualize Automations
User would like to have a way to visualize automations alongside the workflows. So they can see at what stages they might trigger, especially for training new people.
1 vote -
Make Job description a visible field
The job description is not a visible field on the web app. Make it so that the description is visible without having to select edit.
1 vote -
Add more date options on work orders
Add more date options on work orders
1 vote -
Notification History
I would like for the notification center to keep a history of all notifications received if I haven't cleared them. I can't go back as far as I would like in the notification history.
1 vote -
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.
4 votes -
Change the title of columns in custom reports
Change the title of columns in custom reports.
1 vote -
Remove auto-assign when creating tasks
When creating tasks the system defaults to automatically assign them to the creator. Add option to change that default to none.
1 vote -
Limit access by location
Add ability to restrict access based on the location a use is assigned to.
2 votes -
The ability to have the ACH fee returned when a check bounces.
The ability to have the ACH fee returned when a check bounces.
2 votes -
Customize work order template
ability to customize the layout and design of work order templates
3 votes
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