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How can we handle relevant files better?

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4 results found

  1. Ability to upload photos for Proposal Cover

    Proposals currently have a few stock photos to choose from for the proposal cover page. Most are roofing photos, so none really make sense for our jobs. I would like the ability to upload our own photos to use as the cover page of the proposal. We could take a picture of our customer's home/job and use that vs a stock photo.

    6 votes

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    1 comment  ·  Proposals  ·  Admin →
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  2. Postponed Appointments

    When an appointment has been set and needs to be postponed, there should be a "custom" selection where I can put in the new date and time. Currently I have to postpone the appointment, then create a new appointment.

    1 vote

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    0 comments  ·  Proposals  ·  Admin →
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  3. Automatically update the information on a contact based on the date a proposal was accepted.

    3 votes

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    0 comments  ·  Proposals  ·  Admin →
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  4. Integrate Power point with Jobnimbus for sales presentations

    I think it would be beneficial to have a power point feature in Jobnimbus for sales presentations.

    4 votes

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    Viewed  ·  0 comments  ·  Proposals  ·  Admin →
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