General
873 results found
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Template Fields for Current Date/Time and other System Info
Currently, all of the template fields available are referential to other records. However, it would be great if there was an option for Current Date/Time or other data like that. I am trying to create an email template for a time-based automation, but I don't have a way to include the date of the email.
2 votes -
Multiple signing&upgrades pages for each page that exists on the estimate details page
Right now, in the New Sales Experience, you can specify different estimates from the estimate details page, but you can't differentiate between those separate estimates on the signing and upgrades page. It would be nice to have a feature to allow separate signing and upgrades pages for the separate estimate on the estimate details page, to keep the upgrades for each estimate listed independently from the others that don't apply.
1 vote -
Itemized totals for mobile
When adjusting the margin slider in mobile, it doesn't show a breakdown of pricing like it does on web, it only provides a subtotal on the previous screen after adjustments. It would be nice to see the same type of treatment on web applied to mobile estimating
1 vote -
Defend against insufficient funds ACH
Have longer than next day funding specifically for ACH, or some form of ACH Debit Validation / Instant Bank Verification, so we know the customer's bank amount before the check fully goes through. Just something for less NSF checks.
1 vote -
New companies should receive helpful articles or questionnaire
During set up, ask questions like the tax prep companies do. Plain language questions to help you pick what parts of NJ to use:
Do your sales people (A) just sell or do they (B) sell, issue contracts, supervise production, pick up check? If A, then divide your boards into sales, production, receivables, etc. If B, make one board for the whole process. Watch this to learn more.
Do you already have a billing system that pulls names and addresses from JN? Yes = use it. NO = set up our invoices. Learn more
Do you order materials for lots…
1 vote -
Canada tax
We need to report for 2 different sales taxes so we can report both of those
1 vote -
Engage - Add a feature to send text from personal phone number
It would be nice to let users choose if they want to send a message through Engage or from their personal phone number.
1 vote -
Check list for jobs -
right now we use trello which has our checklist for standard residential roofing job - where you check off items such as obtain signed contract, obtain Permit, pay for permit, do prelim walk through, etc this allows us to know all they key items were **** prior to starting a job- we do the same thing for during production and then post production - the ability to have checklist in JN for a job that shows you at a glance where you are at in the porcess is critical when managing multiple jobs at a time.
1 vote -
Automatically assign tasks
would like the ability to auto assign tasks to users. i.e: a specific task type always defaults to a certain user
1 vote -
Custom contact fields on mobile
would like to be able to input custom contact fields on mobile when creating contact like you can on desktop.
1 vote -
Ability to archive notes emails documents and other communications within a job
When working within a job that is active but larger in scope with many emails , documents and communications - the ability to archive items within a job to keep only pertinent information in easy view, ie you send an email in JN asking question from client they respond and they have a logo or several in their signature - and once the question is answered you do not really need the email visible - the ability to archive the email exchange - as well as all the logos in documents/photos that are not pertinent to the job - so…
1 vote -
Automation for notification internally of inactivity in Job/Contact
We need an automation that will send a notification to the assignee or subcontractor to see when a job/contact has been inactive after a certain time period so that we can keep the job moving through the system.
1 vote -
auto populate emails
logo would like to be able to have an email list auto populate when emailing.
2 votes -
1 vote
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Customize Work Order Cards on Web Map
Would like to be able to customize the work order cards that appear on the web map that you access through the calendar.
2 votes -
Custom Reports With Any Data
Several types of custom reports can be created, but it would be nice to be able to generate reports that pull data types from the different reports all in one.
8 votes -
More customized titles for team members
Custom field for job titles for team members, that will line up with automations better. We don't want to have to change who an automation is sent to every time we hire or fire someone. It would be great to just be able to set the automation to send task to Sales team and tag someone in it, rather than having to assign specific emails tasks etc, to certain people.
2 votes -
10 votes
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HR software besides Quickbooks
Something to keep confidential reviews and pay raises or termination paperwork.
2 votes -
Be able to view the margin percentage on an estimate after it is sent to the customer without having to edit said estimate.
Currently after an estimate is sent to a customer to sign the only way to say margin percentages, markups, or information similar is to edit that estimate which makes it invalid for the customer, or duplicate the estimate and go into edit that one.
1 vote
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