General
966 results found
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Adding Sales Credentials to NSE
Would like the ability to add the sales reps credentials off of the job with their name, email and a formatted phone number.
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
2 votes -
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.
2 votes -
Build in Sections of Wall Tokens with Hover Integration
Having sections of the Wall Tokens builtin in addition to the Total Wall Area
1 vote -
Show Local Timezone on New Sales Experience Timestamps
Currently, signed New Sales Experience estimates display timestamps in GMT, which can be confusing to customers and third parties. Please update this to reflect the local timezone, or at least one in America, of the signer or account for clarity.
1 vote -
Team Business Hours for Calendar
Currently Setting the scope of our calendar is dependent on the Business Hours in the individual user profile. I would like the ability to set this for users or for my whole team. That way I can be sure everyone has the appropriate windows to view.
4 votes -
Profit Tracker to exclude taxes
Profit Tracker to exclude taxes from Planned and Actual Revenue
1 vote -
Add "Find Contact by Display Name" to Zapier Plugin
Please consider updating the Zapier integration to include a “Find Contact by Display Name” search option, similar to the existing “Find by Email” feature. This would make automation easier for workflows where Display Name is the primary identifier.
1 vote -
SumoQuote improvements on order editing - unable to open line item to edit to customize details specific to the job
Easily update the name/ description to add colors or other details such as where the item is coming from
1 vote -
Upload photo as an action for Automation
Have 'Upload Photo' be a possible action from an automation
1 vote -
Hyperlinks & Company Cam
Hyperlink support for Company Cam so that from the Contact/Job Record you can be directed to CompanyCam's record.
1 vote -
Forms activity in Reports
It would be great if activities such as Form Submitted was available, and a filter criteria for reports.
2 votes -
Layouts permissions
Logo is looking to limit visibility of estimate layouts. Specifically, he wants to ensure that if someone is a subcontractor, they can only access and create estimates from a specific set of layouts, rather than seeing all layouts the admin has created.
2 votes -
1 vote
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1 vote
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Customer Address in JobNimbus Payments Portal
Right now, the JobNimbus Payments Portal shows the name for the transaction data, but not address etc. Please add the other data as well.
3 votes -
NSE Auth Page Show Item Names
It looks like when viewing the PDF of the authorization page, it doesn't display the item name, just the description. Would like this to do both or at least be an option.
2 votes -
Adding additional characters to the Contact Fields
We created a custom field with the salesperson's direct phone number that gets inserted into the welcome letters along with the photo of the salesperson. This assures people that the person knocking on their door is from Anderson Roofing, not a random stranger.
We ran out of characters. Please increase the character limit availability on the contact card function. We need to be able to add three more names.
1 vote -
The optional field in the user profile for their job title to then be used in the email template insert fields
There should be an optional field for a user's profile to put in their job title that can then be used in template insert fields to better communicate with customers who are sending the email that an automation is set up for.
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
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