General
996 results found
-
Changing metrics on Profit Tracker
To change the default of what metrics are being tracked in Profit Tracker (the 5 boxes)
1 vote -
Edit the default message for the Text payment request button
We would like to be able to customize the default message when you send an invoice via text
1 vote -
Mark Work Orders Complete
Mark Work Orders complete and have them crossed off on the calendar in the same way a completed task would do and look like.
1 vote -
1 vote
-
1 vote
-
1 vote
-
line item formatting
allow formatting like bullet points or sub-line items within estimates
1 vote -
Hidden task types appearing as numbers on automations
Tasks types that are marked as hidden, don't appear correctly on automations, will show 'Task Type: 27' instead of 'Task Type: Phone Call' for example. Would like for it to stop using numbers
1 vote -
Uploaded Documents
Would love if the system could auto determine what type of document is being uploaded to the documents tab instead of defaulting to "Signed Contract" it gets very confusing when our team doesn't choose the type of document and instead of saying "default" it defaults to "signed contract."
1 vote -
Be able to add new products in a material order on the mobile app
We have to create an estimate and then convert that estimate to a material order if we want to add a new product on the mobile app. Please make it so we can just at the new product in a material order like we can with an estimate
1 vote -
Calendar customization
I would like to provide some feedback on the Jobnimbus Calender. We have used quite a few different ones, and I think JN would benefit alot from giving more customizability to their calendars. Here are some ideas:
Ability to change columns and rows to be for different data. For example, instead of having the time for the rows, we could have technicians listed by name
Ability to chose what info displays in the breif description displayed on the calender
Would be really cool if yall had a program that integrated that could be used as a timeclock. Currently, we are…2 votes -
AssistAI sets the status
Instead of putting it into a vague status, it would be nice if it put it into an appropriate workflow (residential vs insurance vs gutters, etc)
1 vote -
Manual Tax Amount
Would like to manually type a specific tax dollar amount in an estimate, rather then input a percentage.
1 vote -
1 vote
-
Company address on Work Order Delivery address
Default to company address instead of the customer's address for the delivery address section on Work Orders
1 vote -
AssistAI Appointment vs lead status
When a lead is created with AssistAI it only goes to one status. Could be nice if it went to one status (Lead) if no appointment was scheduled, and a different status (Appointment scheduled) if an appointment was scheduled
3 votes -
NSE One Page Quotes
We liked the legacy estimates because we were able to get our logo, the estimate information, and the customer signature all on one page. With the New Sales Experience, our logo goes on the cover page with some other stuff, the line items go on the Estimate Details Page, and the customer's signature goes on the Authorization Page. As a PDF, the new estimates are nice, but we operate in a rural area with lots of clients who prefer physical copies. We would love a way to get a one-page estimate with the logo, line items, and signature all on…
6 votes -
1 vote
-
1 vote
-
Boards- Color Prioritizing tasks on Jobs Board
I think it would be really amazing if on the job board, each individual had the ability to highlight on their screen the tabs for the job, and have a few different colors. For example, I have a job that is pretty important that i am doing something at tomorrow. I know I could add a task but if I could just click the three little dots and highlight it green, blue, yellow, so that I knew it was of a certain priority level That would be a really cool add on to the board screen.
1 vote
- Don't see your idea?