General
966 results found
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Modify the reporting week in Insights
We noticed that the reporting week in Insights runs from Sunday through Saturday work week, or reporting week is Monday through Sunday. We would like a way to change that in Insights.
1 vote -
Auto Populate Zip Code in Job/Contact fields
Auto Populate Zip Code in Job/Contact fields
1 vote -
payment automation option to include percentages not just amounts
When adding a payment to an account, I want an automation trigger that will go off of how much of the invoice/estimate was paid. For example, we do 50% deposits regularly so it would be nice to be able to trigger an automation off of that.
1 vote -
Photos Names import with Photos
We worked so hard adding the descriptions to the photos, only to have the names removed on them. We also are not happy that the photos are not coming in in order. This adds a lot of extra work to our process
1 vote -
1 vote
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Additional Supported Browsers
It would be good to have JobNimbus officially support more browsers, such as Firefox, Safari, Opera, Edge
2 votes -
Job Automation With Ability to Create a Parent Contact Condition.
We need to be able to change the Type & Status of a parent contact ONLY IF the parent contact Type is ___.
9 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.
3 votes -
NSE Authorization Page Replace Line Item
With NSE we can set the options within Quote Details pages to build off of each other or to be their own individual quotes that do not relate to each other. However, the ad-ons that can be created in the Authorization page are not able to be set to replace anything within the quote. It would be great if we got the ability to sort of map the upgrades to which line item they would replace.
3 votes -
Adding Additional Inspection Section
Would like to add another Inspection page or section to the Inspection page.
1 vote -
1 vote
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Financing Integration for Slice
Need Slice as an option because they have better rates than Sunlight Financial
3 votes -
Highlighted areas in the general customer profile
Could we have certain fields in the customer profile be highlighted? See the attached example.
2 votes -
Upload Size Limit
Sometimes, the files we upload into JN are really large but there is a 100MB limit. It would be great if we could adjust this.
3 votes -
Activity report
To allow the activity report to filter by specific jobs
1 vote -
1 vote
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1 vote
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Board Card Option for next Appointment Scheduled
Add to the board cards an option to see when next appts are scheduled so you can better prioritize people
1 vote -
Hide sections and still show line totals
Would like to hide sections but still display line totals on an estimate
1 vote -
1 vote
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