General
1061 results found
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Related Jobs Column for Contact Report
on the classic reports, it would be great if the Contact report had an optional related jobs column.
2 votes -
HyperLink Custom Fields
Would like to be able to save hyperlinks in contact/job details such that they are clickable to open in a new tab.
2 votes -
Import Legacy Templates into NSE Even if Ad Hoc Items
Legacy Estimates can be imported into NSE, however if the template has line items that are not referencing Products & Services directly, it cannot import. It would be better if it worked regardless.
2 votes -
Email forms to customers for surveys
Logo would like the ability to send a fillable survey form to their customers after service. Currently, we don't offer any tools that offer this
1 vote -
Adding Blank Open Tasks to Available Times on Calendar
Would like the capability to be able to add an open task of a certain color to mark open slots on the calendar to make it easier to view
1 vote -
Additional Jobs V2 Fields
I would like to be able to add more fields to Jobs v2 (like Start and End Date) on the creation page of a job.
4 votes -
Eagleview measurement
to be able to have the option to automatically order a measurement in eagleview when inputting a client
1 vote -
1 vote
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4 votes
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Job mapping
Within the jobnimbus app, allow your jobs to map together to build a route
1 vote -
Copy Workflows from Contacts to Jobs
Would like the ability to move workflows from Contacts to Jobs without having add all the statuses manually
1 vote -
NSE Ad Hoc Items on Mobile
On Web, I can create Ad Hoc items (items that are not part of my Products & Services), however if I try this on Mobile, it ends up doing a search and indicating the item doesn't exist. I would like to be able to do these on mobile just like on web.
3 votes -
Custom Templates for other types of work
Would love the ability to have templates for other types of work. We primarily do roofing and siding, but are branching out to painting, painting templates would be a great addition to JobNimbus!
1 vote -
Insights report formatting
We need the Reports on Insights to have the total sum show at the bottom and all the columns to show up when exported as a file. Currently, the totals are missing and the columns are all mixed when the report is exported. If it were neatly formatted, it would be more user friendly for our meetings that we run.
1 vote -
Printing Calendar from JobNimbus
Would like to print the calendar in a readable font directly from JobNimbus for a specific month.
1 vote -
Default Assignee
Would love to be able to designate an assignee regardless of who is creating it or what other assignees are being added.
2 votes -
Warn About Unsaved Changes Before Leaving Budget
Currently, Budgets require manual saving but can be exited on accident. It would be great if there was a pop-up that would stop you from closing it on accident.
2 votes -
Budget Line Dates
We need to have dates for the lines on budgets so that we can tell when things are added to the budget and paid on.
2 votes -
Support for Encoded Special Characters
Within the estimates on the New Sales Experience we have been trying to list 1/3 as the single character ⅓, but it is not supported on the PDF view and just displays as a blank space. So "⅓ due at signing" in a description on the estimate becomes " due at signing" on the pdf. We would love to have encoded character support added to the pdf view as well.
2 votes -
SumoQuote Contact Export
It would be great if there was a way to export all of my contacts into a spreadsheet.
2 votes
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