General
973 results found
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1 vote
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1 vote
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1 vote
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Be able to flip through Documents Like Photos
If we could flip through documents the same way that we can with photos, that would be a huge time saver when i am building budgets and closing out jobs. I would save at least 5 minutes per job, which would save me about an hour per week.
2 votes -
Ability to upload JobNimbus email Templates to NSE
Logo would like the ability to upload their email templates to the new sales experience from JobNimbus.
2 votes -
2 votes
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Exclude Data Points in Insights
Would like to be able to exclude certain data points from insights data. This would help clean up the insights data if a mistake was made with a job/lead/contact and it's affecting the data.
1 vote -
Labor and materials can have different markups
This was a feature in legacy estimates, but not in New Sales Experience.
1 vote -
1 vote
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Document time stamp
When a document gets uploaded to a contact or job seeing the date and time is needed.
3 votes -
Default Financials View Mobile
Logo would like to be able to set the default financials view in the settings. Currently, it always shows "show related" by default and they have to change it every time.
1 vote -
SQ Financing Option
When using your own financing option be able to select a monthly term instead of only a yearly option. This will help to be able to do an 18 month option instead of just a 24 month option.
1 vote -
Show Item Name on NSE Estimate in Mobile
In the iOS app, NSE estimates will only show product descriptions in the quote details section and not the item name like in the web.
1 vote -
1 vote
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1 vote
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1 vote
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New Task Types to be Auto Selected to show in Calendar
Would like all newly created Task Types to be Auto-Selected in the Calendar. Would prefer to not have to go into the Calendar and click on that task type to show up every time he creates a new Task Type as this requires reaching out to all users to update their calendars every time a new Task Type is created.
2 votes -
Amount collected in Budgets reporting
Logo would like to include payment collected with the budget classic reporting. Mentioned that he doesn't invoice all customers through JobNimbus and forgets to create invoices for jobs that are paid outside of JN. Would like to see this consolidated with his profit and sales rep data in the budgeting reports
1 vote -
Automations should be organized by Workflows
customer notes automations often appear cluttered and disorganized. Would like to be able to organize automations by the workflows associated with them.
2 votes -
Mass delete tasks
Customer finds tasks annoying and wants a means to delete all tasks / multiple tasks, en-mass.
3 votes
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