General
876 results found
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Option to remove sales tax from insights
In order to more accurately see revenue, I would like my sales data to not show sales tax
1 vote -
Material type / Color Drop down menus
Customer is not integrated with beacon, but does have multiple color and material type options for each line item. Currently he would need to create a line item for each option and that is unfeasible as this would mean the creating of hundreds of additional line items. Customer would love to see the option to create a drop down menu in the system to specify material and color selections
2 votes -
In depth reports data
Provide more detail reporting in Insights. Particularly budget line items within the report
2 votes -
When Editing Job Type, Something That Indicates the Previous Setting
When job type is updated, the status defaults to the first status in the workflow, without any indication. There is no way of knowing without exiting the edit screen what the status was before changing the type.
2 votes -
Internal Notes Estimate Conversion to Work Order
We used to use the internal note section of estimates to hold some information that was visible at a glance because it would carry through to work orders when we converted. Now it doesn't work that way, but we would like it back.
2 votes -
Budgets: Labor and Material Raw Totals
On budgets, I would like to see the raw total of all Labor items without margin/markup on a line and then on another line I would like to see the same for Material.
2 votes -
1 vote
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1 vote
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print
Print directly from the web page without having to go to another screen/tab or view a PDF. (especially for estimates and work orders
1 vote -
Custom financing accepts %0
Would like the ability to put %0 financing for custom financing
1 vote -
selective company cam
Want to be more selective on what comes through on the company cam integraition
1 vote -
Unassigned text to main email
Want unassigned texts to be sent/notified to main company email so they dont miss it
1 vote -
Custom Default Job Names
Default job name dropdown should be customizable
1 vote -
Be able to move photos in Company Documents
Would like the ability to move photos into the Company Documents tab to separate out photos to be sent in emails easier.
1 vote -
Mention Notification Email Updates
When someone is mentioned on a note, the notification email shows the original creator of that note, but when the note is updated and the mention is not modified, a new notification is sent out that shows the editor of the note and states they have tagged the individual.
It would be nice if the new email would either state that someone has updated the note they were mentioned on (instead of stating they tagged that individual) and/or show in JobNimbus that the note was edited.
2 votes -
Change how name conflicts are resolved
Change how when names are the same, how they are associated to JobNimbus. When leads try and fill out the form to enter their credentials within JN, they receive an error if the name is the same as a current contact.
2 votes -
5 Digit Phone number for contacts
Ability to add 5 digit phone number for business contacts
1 vote -
Able to disable margin / markup
Sometimes the margin just gets in the way, for example, when we want to lower the price we will run into the error of the margin going below %0, but we don't care about the margin for our business
1 vote -
Filter visibility on Jobs with lead status
Wants to be able to hide leads from sales users, and only allow them to see leads that are recent. Without having to un assign them from the record
1 vote -
Different section titles for inspection in New Sales Experience
Right now it only uses the page title, not the first section title
1 vote
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