General
1059 results found
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1 vote
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2 votes
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Add more than one image to the Title Page in SumoQuote
Would like the ability to add more than one photo with a logo in SumoQuote.
9 votes -
Bulk Delete Products & Services
Would like to be able to bulk delete P&S
1 vote -
ServiceTitan integration
logo requesting to have servicetitan
1 vote -
1 vote
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Add watermark on back of estimates
Tp be able to apply a watermark on the back of the all documents and templates
1 vote -
Save columns selected in Insights
Would like to have columns added to Insights raw data be saved so as to not have to reselect the same columns every time
1 vote -
formatting boards in a list
would like a list view of the board in addition to cards
1 vote -
Start/End date for tasks created from automations
Would like the ability to set the start/end or due date for tasks created from automations
1 vote -
1 vote
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Note Taking in New Jobs Experience
It used to be easy to create formatted lists for task tracking and record keeping, but now the system fights against proper list formatting in both notes and emails. He emphasized that lists are being forced into paragraph format, making them difficult to read and likely to be ignored, especially when communicating technical points.
1 vote -
splitting payments across jobs
In a previous version of JN, you used to be able to apply the payment to the contact, the split it across the jobs on that contact. Requesting for this feature to return
1 vote -
Adding Additional Descriptions to Invoice Line Items
I would like the option to add additional descriptions to line items in the invoices.
1 vote -
1 vote
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Have a toggle for Photos to be accessed from the contact
Since switching to Jobs from Contacts, all the photos uploaded to the contact from CompanyCam are not accessible when you want to add the photos to an NSE estimate. We would like to have a toggle in place to where we are able to access those photos on the contact to add them to our Inspection page in NSE.
1 vote -
CompanyCam Issue
When editing the contact in JobNimbus, it will create a new project for that contact in CompanyCam. This is a nuisance and we would like to have it act the way it does when you have Jobs synced up with CompanyCam where it will not create a new project.
1 vote -
Keep Legacy Estimates
We currently use Legacy Estimates and just received notification that they will be going away soon. We like the current estimating and the way that it functions for our company works better. We will be looking for a new CRM if we cannot keep using Legacy.
1 vote -
Ability to convert NSE without signature
Currently has to have estimate signed in order to convert to invoice, but does not really work because people prefer physical signatures, so i have to create invoice manually.
47 votes -
Form - Help Button Hiding
This was super frustrating, I took the time for 45 minutes the first time 25 minutes creating a whole new form, but the dang help button with all of the updates and features was hiding the error message that popped up when I tried to save the form, so needless to say I lost the whole info.
Then I switched from "edge Browser" and went to Google, completed the whole dang form again, and it happened again, hiding what ever the dang error message was behind the tips and tricks icon in the bottom left. So frustrating, move the button,…
1 vote
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