General
970 results found
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Note Attachments on Mobile
On web, it is possible to add attachments to notes. Photos, files, etc. But on mobile app, you can only enter text and cannot add attachments. Need the note attachments expanded to mobile as well. Photos and files.
3 votes -
1 vote
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Emails - Download as PDF
It would be good to have the option to download email threads from the activity log as a PDF
2 votes -
Improved Job Scheduling
Currently, it is possible to schedule a job, but you cannot do so twice. It would be great if we could schedule jobs more than once and have each instance show.
3 votes -
Improve Calendar View Sizing
When the calendar has lots of tasks, the month view will load and then stretch the rows to fit the list of tasks. However, it stretches every row for the month, even if a whole row does not need it. It would be great of rows that did not have as much data would scale appropriately to reduce white space.
2 votes -
3 votes
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SQ - Orders From Unsigned Reports
Currently, we only have the option to create an order from a report once it has been signed. However, there are circumstances where we need that earlier. We need a way to convert an unsigned report to an order.
2 votes -
Manually change work order number
Logo wants to be able to change the work order number and make sure that he can change the number before the work order is fully created
5 votes -
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 -
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 -
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 -
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 -
3 votes
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Master List for Projects or Company
We would like a list of multiple people, their title, name, number and email for a project / company. When we look it up on the phone, we only have one number and it goes to the home office When we’re trying to call the superintendent, and we don’t have his name or title. We just call a number that pops up; then a secretary answers, we don’t know her name, she doesn't know what we’re talking about, and we look stupid.
2 votes -
2 votes
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Material Order Template Line Item editing
Ability to edit the line items of the Material Orders at the template level
1 vote
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