General
1014 results found
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Allow Secondary Signature From JN Record
When we add a team member as a secondary signer to an estimate, we can only execute that second signature via the emailed link. However, the job activity feed only has a link to the PDF. It would be more efficient for us if we could choose to sign any estimate pending our signature from the job or estimate record itself. We can do review and share > sign now if we are the first signer but this does not allow the homeowner to choose options.
2 votes -
Invoice Receipt pull location off of job
We need the invoice to pull the location off of the job. We will have multiple jobs associated with a contact and want the invoice receipt to match up with the location of the particular job. The system now is confusing to our customers when they receive a receipt, and it has a different location on it from the actual invoice they receive.
1 vote -
1 vote
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1 vote
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Customize layout of NSE Estimate Details Page
Would like the ability add and arrange columns on NSE Estimate Details
1 vote -
Ability to add labor rates on work orders in SQ.
Would like the ability to add labor rates on work orders. I send my work orders over to Subcontractors and need to send them the labor rates.
1 vote -
Mark Labor as Tax Exempt
Labor costs are not taxable in Luisiana. With Labor and Material being part of the same line items with the New Sales Experience, it makes it difficult to manage this.
3 votes -
Make the app on Mac better
It's really painful to use. (Logo was informed that it is not supported)
1 vote -
Roofscope integration being more user friendly
"It's not a very great integration. You have to go to the roofscope site and order the reports there and there is a jobnimbus section with a dropdown to select a contact but you cannot search and it is not very user friendly. Almost unusable honestly. So we probably will not be using much of that unfortunately."
1 vote -
filter by street names
Would like the option to filter a classic report by just street names
1 vote -
Improved Hiding Products & Services
With the New Sales Experience, we have the ability to manage calculations for individual products. However, hiding a product or service does not remove it from that list. Having "hidden" item showing here is confusing and it would be improved by hiding them here as well.
2 votes -
Estimate inspection page not displaying as intended
Inspection page is not picking up the first section title, instead is only showing page title, then skipping to the next section title. Would prefer if the text for Inspection is larger than the text for the other section titles as well
2 votes -
Direct Wisetack Integration
We would love to be able to have Wisetack integrate within the estimates themselves to make the process easier.
2 votes -
Automations to Recognize Notes in Activity
There is an automation recipe in the Help Center for recognizing when a document is signed. However, when we try to adapt this recipe to detect the activity message for a document being sent, it does not work. Being able to trigger automations by when a "Activity" is "Modified" with the condition If "Note" "contains (any)" "sent Document" and have it read the email messages that appear in the activity feed as well, would be very useful.
2 votes -
Product selection from authorization page
Provide a selection of products on the authorizations page
4 votes -
Sending work orders through engage or text
Wants the ability to send work orders through text as well as email
1 vote -
Document tables don't Vertically center
It looks ugly
1 vote -
Bulk Edit Items Within Report but not Entire Report
Currently, bulk edits impact an entire report so they require creating additional reports every time. It would be fantastic if we could get the ability to mark specific items of a report and then bulk edit just those items. This would be useful when looking at large data sets, or specific reports that required complex filters to view as it would reduce the need for more, even more complex reports.
2 votes -
City Search Function
Be able to search a city that is apart of a contact rather than creating a classic report
3 votes -
Default private notes
The ability to make all notes private by default
1 vote
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