General
968 results found
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2 votes
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Add Company information instead of Sales Rep
Would like to add company information to cover page in estimate instead of the sales rep
2 votes -
Notification for all email if they bounce, don't deliver, etc.
For all emails that go out not just for NSE
2 votes -
When adding a template to the estimate details page, add it as an option
Currently, when you import a template into your estimate details page, it will erase all data, even if you have multiple options available. This makes it difficult when you are simply trying to add a new option that you already have the template for but don't want to manually enter it into the estimate when you could just import that template as a different option instead of erasing the whole estimate details information.
2 votes -
1 vote
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Job filter on Contact Page
When viewing a Contact and all the jobs under the Contact, you can add columns and filters but they won't save as preferences. Want to be able to save as preferences for whenever I view jobs under the Contact
1 vote -
Location specific rates in profit tracker
We have to manually change it (for budgets) whenever it is a commercial job instead of a residential one
1 vote -
1 vote
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Re-enter account/routing number for JobNimbus Payments
Bounced checks due to incorrect account and routing numbers are avoidable and this would have made it so we did not churn
1 vote -
Profit Tracker related estimates
Would like a related checkbox button to view or not view estimates that can be imported from related jobs on profit tracker
1 vote -
Profit Tracker commissions per sales rep
In budgets you could assign different percentages for different sales reps, but profit tracker can't do that. Because this was done with a previous feature, can it be done with this new one?
1 vote -
5 votes
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Make adding products & services available without settings access
Right now in order to actually give permissions you have to check both "Can add products & services" AND "Account Settings" and that i confusing
3 votes -
Left Justify Notes on NSE Estimates
Currently, the notes in NSE justify to the right, but we would prefer them to be on the left. Or possibly toggle-able to either side.
3 votes -
Would like to be able to add Photos to Contacts through the web app
Would like to be able to add Photos to Contacts through the web app
1 vote -
1 vote
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Adding Form based conditions to automation
There are no current options in the condition types for forms.
2 votes -
Final price name change
Being able to change the wording for Final price on an estimate
1 vote -
2 votes
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Engage Texting to Support Sending Video Files
Engage text messages can send photos just fine, it would be great if this could handle short videos as well, like regular texting.
2 votes
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