General
993 results found
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Assign Required Forms to Specific Team Members
Ex. Customer wants field agents to complete a required checklist
1 vote -
MO recognize taxes when created and converted into invoice
When creating a MO from scratch without converting from an estimate. The taxes are included in the products and services however, do not populate in the Material order unless you create an estimate and convert to a Material order and then convert to an invoice.
1 vote -
Add Address Field to Contact Creation
In Jobs V2, there is no option to add the address to the contact when creating a contact from the + at the top of the screen. This is causing users to have to edit the contact to add the address after it has been created and causing issues with syncing to SumoQuote.
1 vote -
Dynamic Form Options
I would like to be able to create a form template that only shows certain sections when I have previously selected a specific option. For example, if I want someone to select a shingle type, I then want additional questions to appear based on that shingle type.
1 vote -
Limit Access to Eagle View
Create option to limit who has access to order Eagle View reports in Access Profiles.
1 vote -
Ability to Disable Pop-Ups
I would like the ability to completely remove all marketing and tutorial popups that show when I log into JobNimbus.
52 votes -
Make Chat and Help Buttons Hideable/ Change location
Please make the icons for chat and help hideable. They are always in the way of the boxes that I need to click that are behind them and I cannot scroll any further to gain access to the boxes that I need to be clicking.
38 votes -
Create a 'Return to Top of Page' button
Move to top of page button at the bottom of the screen when scrolling
2 votes -
Please relocate the popup that appears every time you do an update to a contact. It blocks the 3 dots.
Pop ups should not disable features due to their location on the screen. When you get good at JN, a 3-4 second delay due to the pop up is like listening to that stock answering machine message for the millionth time.
9 votes -
Better User Interface
Improved User Interface on web
96 votesLots of ongoing work around new sales experience, a sidebar for job/contact details, board improvements, and more.
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86 votes
Would this be for providing emphasis on certain products/services, or certain aspects of products/services? Do you have examples that you could share with us, or specific cases where this would be useful?
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A Forward and Back button
A Forward and Back button to be able to go back and forth to previous pages that was on. Instead of having to click on the major tabs again, or hit the browser back button.
36 votes -
Local Backup of All Data On Demand (Full Export)
We would like the opportunity to download our full data set backup via FTP whenever we want. A static FTP account for this would be nice.
23 votes
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