General
772 results found
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Homeowner Estimate Question Without Sending Attachment Back
Currently with the New Sales Experience, when a customer replies to the signature request with a question it emails us the attachment again, which attaches it to the job record. This creates duplicate documents. It would be better if there were a button so the recipient could raise a question with the estimate and not attach it to the email again. Or if the system could recognize the document is the same and not attach it to the email.
2 votes -
Allow Secondary Signature From JN Record
When we add a team member as a secondary signer to an estimate, we can only execute that second signature via the emailed link. However, the job activity feed only has a link to the PDF. It would be more efficient for us if we could choose to sign any estimate pending our signature from the job or estimate record itself. We can do review and share > sign now if we are the first signer but this does not allow the homeowner to choose options.
2 votes -
1 vote
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Split payment across multiple jobs
In JobsV2 having the ability to apply a payment to multiple jobs and invoices manually from the contact financials page and not from each job individually. Want to be able to add one payment and choose any invoice to apply it to even if it is not the same contact or job.
1 vote -
Invoice Receipt pull location off of job
We need the invoice to pull the location off of the job. We will have multiple jobs associated with a contact and want the invoice receipt to match up with the location of the particular job. The system now is confusing to our customers when they receive a receipt, and it has a different location on it from the actual invoice they receive.
1 vote -
1 vote
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1 vote
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Customize layout of NSE Estimate Details Page
Would like the ability add and arrange columns on NSE Estimate Details
1 vote -
Ability to add labor rates on work orders in SQ.
Would like the ability to add labor rates on work orders. I send my work orders over to Subcontractors and need to send them the labor rates.
1 vote -
Make the app on Mac better
It's really painful to use. (Logo was informed that it is not supported)
1 vote -
Roofscope integration being more user friendly
"It's not a very great integration. You have to go to the roofscope site and order the reports there and there is a jobnimbus section with a dropdown to select a contact but you cannot search and it is not very user friendly. Almost unusable honestly. So we probably will not be using much of that unfortunately."
1 vote -
Internal Notes in NSE Estimates
Would like to add Internal Notes back into NSE
1 vote -
filter by street names
Would like the option to filter a classic report by just street names
1 vote -
Recurring Payments/Auto Pay
Would like to automatically bill a client with recurring payments.
1 vote -
Improved Hiding Products & Services
With the New Sales Experience, we have the ability to manage calculations for individual products. However, hiding a product or service does not remove it from that list. Having "hidden" item showing here is confusing and it would be improved by hiding them here as well.
2 votes -
video uploads
allow video uploads to job files
2 votes -
Estimate inspection page not displaying as intended
Inspection page is not picking up the first section title, instead is only showing page title, then skipping to the next section title. Would prefer if the text for Inspection is larger than the text for the other section titles as well
2 votes -
Direct Wisetack Integration
We would love to be able to have Wisetack integrate within the estimates themselves to make the process easier.
2 votes -
Automations to Recognize Notes in Activity
There is an automation recipe in the Help Center for recognizing when a document is signed. However, when we try to adapt this recipe to detect the activity message for a document being sent, it does not work. Being able to trigger automations by when a "Activity" is "Modified" with the condition If "Note" "contains (any)" "sent Document" and have it read the email messages that appear in the activity feed as well, would be very useful.
2 votes -
Sending work orders through engage or text
Wants the ability to send work orders through text as well as email
1 vote
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