General
886 results found
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Relate Work Order Activity to Contacts and Jobs
Currently, work order activity such as text messages sent by automation triggered by the work order, does not show up under the contact or job. Even if the related box is checked. It would be great if this was included.
2 votes -
EagleView Tokens - Apply to Material Order
It would be nice to have the option to apply EV tokens to a material order. I know it is possible to create an estimate, apply measurements, then convert it to a material order, but it would be nice as a base feature to have the option to apply EV tokens to a material order without having to convert an estimate.
1 vote -
Engage Automation Notifications in Response to a text
Would like the ability to have a text automation sent out to our customers when they text our line, to automatically notify them that they should respond by other means.
1 vote -
Ability to disable all notifications on the app
Would like reps to not get notifications in the notification center on the app for email replies and threads when they are assigned to the job
1 vote -
1 vote
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2 contacts with the same email address should not share email activity
This would keep things cleaner: if they respond to an email, it should only be on the email chain they responded to
1 vote -
Partial refunds through JobNimbus Payments
We can do full refunds, but we would like to do partial refunds
1 vote -
Custom contact type drop down in contact creation
Logo would love to be able to have an option when creating a contact to add a custom drop down for contact type
1 vote -
Check Mark Tasks on Home Page
Have the ability to check mark tasks on the home page
3 votes -
Able to hide margin from sales
If the homeowner sees this they will be upset and the sales rep shouldn't see it either
1 vote -
subcontractor color
when assigning a subcontractor, the bubble on a job should be able to edit to show the sales lead and not the subcontractor.
1 vote -
Lead date should not change when the type changes
Roof repairs turn into roof replacements quite frequently and it
1 vote -
Sort Products and Services by Location
Based on the location of the product the customer wants to be able to sort them to see only each location for the products and services.
2 votes -
4 votes
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Submit a material order without entering a delivery date.
Logo would like the option to submit a material order without having to select a delivery date
1 vote -
Good better best estimate
needs and option to import line items in estimate instead of combining just the price.
1 vote -
1 vote
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3 votes
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Invoice interest
Wants an ability to enable interest charges on past due invoices
3 votes -
Adding notes from Job Sidebar
Wants notes to be visible, and able to be added from the jobs sidebar
1 vote
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