General
879 results found
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Feedback - Task Reminders
One of the things I'd like my staff to do, especially sales and admin, is continually follow up with our clients. I'd like to request an easier way to set reminder tasks for users. I don't know exactly what or how yet but the creating tasks is several steps and cumbersome.
I would suggest looking at Pipedrive software features for this and see if JN can integrate some of those methodologies. It is very action focused software that doesn't allow you to forget jobs/clients/activites
2 votes -
Print P&S
It would be great if we could print our Products & Services List. With and without Hidden items.
2 votes -
Hiding Tax Subtotals
Logo wants to be able to hide tax totals and subtotals of NSE Estimate when Enabling taxes and adding taxes in Estimates
2 votes -
Erase annotations on NSE photos.
To erase any annotations you have to hit the back arrow but that just does your most recent one. Logo wants to delete one 10 steps back but cant without deleting all his other work.
1 vote -
Contact Fields
Logo wants to add in a field for inspector and have it act like the assignee column as he wants them to receive notifications and have it as a better way to organize the contact fields.
3 votes -
NSE CC/BCC
With the New Estimates, We need the ability to CC or BCC from the review and share screen. Mobile and Web.
2 votes -
Lead source on app
Currently the app does not allow to apply the lead source when creating a job. We would like for this to be a required field when creating a job on the app
1 vote -
Duplicate Generated Documents
It would be nice to have an option to duplicate generated documents that way I can send the document for signing to the customer again. The first document I filled out and sent bounced. So I had to recreate a new document from scratch with the [signature] field in order to send it for signing again.
1 vote -
Jobs V2 needs to auto populate the info from the contact
We liked when we entered a contact and then entered a job on the contact, how it would auto populate their info. Now with Jobs V2, we enter the job and it should pull that info automatically to the contact so that we don't have redundancy.
1 vote -
Pitch in JobNimbus measurements
the measurements tool doesn't provide the pitch when reporting back to JN, this is needed
1 vote -
Total & Subtotal - Option to hide from estimate
We use JobNimbus for a lot of insurance jobs and would like the option of hiding the total & subtotal from the estimate
1 vote -
Color selection/menu
When creating an estimate, they would like to option to list what colors they would like to sell/do sell to prevent selling colors and options that they either 1) do not have available 2) decide not to sell.
7 votes -
Date since touched
a time stamp showing the last update, or last time the record was touched would be useful
1 vote -
engage sorting
Add the ability to sort by unread messages in engage
1 vote -
Ability to print reports
Would like to print report from JobNimbus. The look of the report as is in JobNimbus is nice.
2 votes -
Send automations from Sales Rep's number
This feature request would allow you to send automated text messages to customers and have the number it is sent from be the same as the number for the sales rep assigned to the job or contact.
1 vote -
Need ability to add phone number details in UK format
We are a company that has been with JN for a long time, We are located in Serbia. Before the new job format was recently released, we could enter phone numbers in the European format. Now it is only allowing Canadian/ American numbers. Can we please have the new format add European number formats?
1 vote -
Total line item percentage calculation
Logo wants to be able to have a discount line item calculate from the total estimate amount to not have to manually enter in a different number everytime just like the deposit feature but more as just a single line item.
2 votes -
Re-Organize ALL Job Fields
I would like to be able to re-organize my job fields for when I am editing a job. Custom and Default Fields alike.
2 votes -
Indicate Supplier on NSE Line Items
With NSE suppliers are indicated for each line item on web, but on mobile the individual line items give no indication if they are linked or not. It would be great if the line items also displayed the supplier icon so it was easier to know if it was a linked product.
2 votes
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