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Insights Goals For Comparison
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Customer communication inbox
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More Type Options for Field Auto-Fills · Declined
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2-Step Verification for Login · Viewed
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Body of card customization increase · Viewed
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Convert EagleView report into financial documents in JobNimbus · Started
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Automation to update what person(s) are current assignees through a job workflow.
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Invoice fields should be available as template fields
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Ability to edit table settings in document template
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Material Order Fields in Work Orders · Declined
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correct mixed up cost/price fields in Estimates function · Completed
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Ability to change days in status
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Automated Reports
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Integration with Looker Studio
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Date format exported as a date field · Completed
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Please integrate with Non-Google (Apple and Microsoft)
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Verbiage for Text to Pay Errors · Declined
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Database search for existing record.
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Additional Contact Fields · Declined
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Insights Dashboard Home Page - Option to export