General
1070 results found
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Require full payment
Want to be able to change it to require customer to pay in full
2 votes -
Adding lines to estimates
On estimates legacy: having a little tab on each line that allows you to add additional line items above or below that line without having to drag the line from the bottom to where it needs to go on the estimate which is incredibly tedious.
1 vote -
Unit of measure added on item quantity in New Sales Experience
wouldn't have to go in the description and add the UOM should add the UOM measure in the Quantity box, it would be very useful to have the UOM at the bottom of the Quantity. So that the audience ie Sales Rep can see the unit of measure on the estimate.
1 vote -
Estimate Number
Would like the estimate number to generate on the PDF
2 votes -
Create Email Groups for employees
Send emails to groups created in JobNimbus
4 votes -
SQ - Rounding Totals
It would be great to be able to round within the reports. Either the line items themselves, the sections, or even just the final total. This could be toggled on or off and could either be to the nearest dollar or up to the nearest dollar.
3 votes -
Products & services reflects Margin vs Markup choice in Estimate Settings
It is confusing to have products & services hard set to markup whereas the New Sales Experience can switch between margin and markup.
1 vote -
3 votes
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3 votes
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3 votes
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Emails can forward from one JobNimbus account to another
Right now emails can be forwarded from a personal inbox to a JobNimbus inbox, but it would be great to be able to send from one JobNimbus account to another
1 vote -
Edit Estimate Template Line Items
When attempting to edit an estimate template with the new sales experience, I cannot simply update a line item. I have to delete the line item, scroll down to the bottom, add a line item again, and then drag it back where I want it. I would like to just be able to modify the line items on my templates like I can on the actual estimates.
3 votes -
2 votes
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Work Orders to be in different colors
I would like the ability to create work orders in different colors.
2 votes -
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 -
Customizable contact/job screen on mobile app
To customize what details are shown on the top screen when viewing Contact/Job
2 votes -
In depth reports data
Provide more detail reporting in Insights. Particularly budget line items within the report
2 votes -
Just showing the Quote subtotal to customer in New Sales Experience
Logo would like to hide the taxable subtotal, HST and the total from the customer in NSE
3 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
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