General
883 results found
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New Contact Defaults
Ability to set default sales rep and lead sources when creating a new contact
1 vote -
[[signature]] for contact and user in templates
It would be nice to have a field template for [[signature]] that is specific to the user and contact.
For example, lets say at the bottom of a document template, I have a signature section for the customer and an internal employee, I'd like to be able to input a [[usersignature]] field and [[contactsignature]] field that way I know where the digital signatures will show up on the document. It will help the signed document look nicer after signing.
Since there isn't a way to distinguish signatures right now, there is no way of knowing which signature will pull up…
2 votes -
1 vote
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Advanced Workflows - Restrict Moving *from* a status
Would like the advanced workflow feature to also allow restricting movement out of a given status.
3 votes -
4 votes
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Two Calendars in JobNimbus
Would like the ability to have more than one calendar in JobNimbus to keep jobs scheduled and tasks seperate.
1 vote -
Job title on estimate
When working on a job estimate, it would be nice to have the job title at the top of the estimate so they know what job they are working on
1 vote -
Appointments Scheduled - Percentage Report
It would be nice to have a report either in insights or classic reports that shows how many appointments were scheduled but didn't turn into a sale. A percentage would be ideal.
For example, say of 100 leads for a week, month, or year, 25 of those turn into scheduled appointments, but never go to a sold stage, it would be nice to have a report that show the percentage amount of those that had appointments.
3 votes -
Product selection from authorization page
Provide a selection of products on the authorizations page
2 votes -
Forms on web
Ability to fill out a form on the web version
1 vote -
Company Logo on every estimate page
Add company logo to every page of an NSE estimate
1 vote -
Classic reports, filter by estimate type
The ability to pull reports for the type of estimate that was created. Examples being: full/half roof, roof repair, etc
1 vote -
Convert Estimates to Budgets Before Signing
Currently, fully signed Estimates can be converted to Budgets, but a drafted estimate cannot. This makes it hard if signatures are handled a different way or if the budget is needed before the homeowner gets around to signing. It would be better if we could convert an estimate regardless of the signing status.
3 votes -
Custom insight reports
Requested to include all sales data in a single report, including material cost, labor costs, balance, etc.
2 votes -
City Search Function
Be able to search a city that is apart of a contact rather than creating a classic report
1 vote -
Hide Good better best
The option to hide the other options after the customer has chosen one
1 vote -
1 vote
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Options to only allow users to view only their own commissions on Budgets but not other users'.
Users have access to budgets but wants to further limit their viewing access so they can only see their own commissions.
1 vote -
centralized emails
instead of the emails being sent only to the one who originally sent the email, they would like to see a centralized JobNimbus email inbox that will display all new emails in inboxes
1 vote -
3 votes
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