Having the option to enable and disable material and labor

Three things would make products and services more useful

• Vendor specific pricing (ie: I buy OC shingles from ABC at one price and Beacon at a different price) I'd prefer to not add the same product multiple times for different vendors




• Ability to bulk update pricing and products, purchase prices change very often (ie a CSV or Excel downloadable and uploadable file)




• Sub categories for products (shingle colors, boot sizes, etc)

We send out/hand deliver estimates all the time. We would like to be able to automate time-based automation for them based on whether they have been accepted or declined. Right now JN does not allow us to automate based on the Status of the estimate, which seems so simple. For example, automate a task to check in with your customer 3 days after the estimate was delivered. And maybe another one 10 days later.

Allow stages to be used as automation conditions

Allow us to create fields for specific workflows/boards instead of every workflow/board. It would be nice to have customized fields for each board.

Would like to see the option for formatting the font of my Products and Services. This would allow me to change the color, boldness, font style, etc.

It would be beneficial if we could rearrange the order that our locations are listed. Much the same way you can rearrange statuses by dragging & dropping.

In my company we don't need to see any info from users who have been made inactive and would like to not see them come up in reporting.

Access Profile Delete Option, when enabled cannot delete anything this has created issues in his acct, looking to have a better permission granularity.

It would be beneficial to have the ability to create an automation based on when a team member is tagged in a note on a contact/job record.

With automations; it'd be beneficial to be able to include a condition that would trigger if a note is NOT left on a job or contact record after a certain period of time.

I would like to be able to create an automation that would notify me any time an invoice or estimate email is responded to.

In my automations I want to check when a field goes from NULL to an available option. For example, I want to check when a shingle color is selected, a drip edge color selected to trigger the next status of "Order Material". I need to be able to set as a condition "shingle color NOT EQUAL TO NULL" and "drip edge color NOT EQUAL TO NULL". Right now there isn't a way to set up this condition in my automation.

Would like to be able to use Special Characters when building Products and Services

When adding a team member, the customer would like the option to change their title to something other than just "sales rep"

I would like to have invoice as an option when creating an automation.

Would like to be able to trigger Automations when a specific Template is used; notifies our admins of new proposals, etc.

Improve automation action capabilities so that two or more status change actions that occur in different workflows can exist on the same automation, without them conflicting and some times changing the Contact Type or Job Type of the parent contact or job record to a different workflow.

Would like to see the option to assign team members, ie production manager to a job at a specified stage or status. This would go in tandem with how email replies are associated with Assignees. I would like my production manager to automatically receive emails for a job when it enters Production.