General
996 results found
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Access to Contact and Job info during server issues, website issues or whenever Jobnimbus is down.
A few weeks ago, when the server crashed and affected all types of websites, there was no access to basic information about Jobs and Customers. Something like an Excel-style spreadsheet that is updated automatically and maybe emailed weekly with that info would be very reassuring and helpful during unforeseen circumstances. We need access to our customer and job data offline.
1 vote -
Classic Reports- Need more filters or ability to add them
Trying to Create a job report, it is super frustrating to have a report where there are so many filters and yet when you want to add seperate filters for stand alone phone, email or address, they are not available. Please streamline this process to where we are able to add the filters in if they are not there. Just like you have with job fields.
1 vote -
1 vote
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Limit access to template creation
Would like to see the ability to create estimate templates be an area where we can place restrictions to prevent build up of redundant templates
1 vote -
Remove the need to add a start date to edit a work order
We do not need a start date for a work order until we are able to schedule with a homeowner. Which I would assume would be the case for many contractors using this platform.
1 vote -
PDF view in App
Would like the PDF view within the app to be all page view.
1 vote -
All page view of PDF's in the App
We would love to see PDF's within the app showing and "all page view."
1 vote -
Color Code Calendar by Trade
We would like the ability to color code the calendar by trade so that we can differentiate the trades easily on the calendar view.
1 vote -
1 vote
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Insights dashboard date customization
Would like to edit dashboard boxes to show "this week" instead of just 'last week', etc. Or even be able to customize the timeframes on the dashboard
1 vote -
1 vote
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hyperlink in email
When a customer replies to an email, the logo would like there to be a clickable area in the email that will take her directly to the associated job.
1 vote -
Option to Toggle Contact off on New Jobs Experience
We would like the ability when on the job to hide the contact that is in the bottom, right corner as it is confusing and redundant to have the customers name in both places.
1 vote -
NSE Templates - terms and conditions template option
Would like the option to create Terms and Conditions templates in New Sales Experience.
1 vote -
Subtasks on new jobs view
Currently, the only way to create a subtask is through the calendar. Allow the ability to add subtasks in new jobs
1 vote -
Work Order screen should show Cost of the Work Order not Material Cost
With the new improvements in JN, the work order screen now shows the material cost of each work order rather than the cost of the work order. If a salesman provides an estimate for for $1500 he would expect to find a work order for $1500. Why would he want to see a material cost when looking for the matching work order
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1 vote
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