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27 results found

1. Separate calendar entries from tasks

   6 votes

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   0 comments  ·  Calendar & Tasks » Calendar  ·  Delete…  ·  Admin →
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   My Contacts De La Cruz supported this idea  ·  Aug 21, 2024

2. Sync Budgets/Job Costs With Quickbook

   81 votes

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   Started  ·  16 comments  ·  Financials » Budgets & Job Costing  ·  Delete…  ·  Admin →
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   My Contacts De La Cruz commented  ·  Mar 1, 2023  ·  Edit…  ·  Delete…

   For budgets, it would be great to be able to have them sync to Quickbooks for commission payments purposes .

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3. Other Email, Phone, and Address Fields (e.g. billing) for Contacts

   167 votes

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   Planned  ·  46 comments  ·  Contacts & Jobs » Fields  ·  Delete…  ·  Admin →
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   My Contacts De La Cruz commented  ·  Jun 10, 2022  ·  Edit…  ·  Delete…

   Please Add a secondary email to the contact information. A custom field does not work like the default email field.

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4. Automations Triggered by Forms

   37 votes

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   8 comments  ·  Documents, Photos, Forms & Attachments » Forms  ·  Delete…  ·  Admin →
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   My Contacts De La Cruz commented  ·  Feb 7, 2022  ·  Edit…  ·  Delete…

   It would be helpful to have Forms be able to have an automation but also the ability to email it to the PM or office.

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5. Be able to track email replies in a report

   6 votes

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   0 comments  ·  Dashboard & Reports  ·  Delete…  ·  Admin →
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   My Contacts De La Cruz supported this idea  ·  Feb 2, 2022
   My Contacts De La Cruz shared this idea  ·  Sep 14, 2021

6. Share completed Forms

   61 votes

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   Planned  ·  5 comments  ·  Documents, Photos, Forms & Attachments » Forms  ·  Delete…  ·  Admin →
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   My Contacts De La Cruz shared this idea  ·  Jan 10, 2022

7. Automated Estimate/proposals

   6 votes

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   Started  ·  0 comments  ·  Financials » Estimates & Invoices  ·  Delete…  ·  Admin →
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   My Contacts De La Cruz shared this idea  ·  Dec 21, 2021

8. Database search for existing record.

   3 votes

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   0 comments  ·  Settings » Access Profiles  ·  Delete…  ·  Admin →
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   My Contacts De La Cruz shared this idea  ·  Dec 9, 2021

9. Search P&S by unit of measure

   3 votes

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   0 comments  ·  Settings » Products & Services  ·  Delete…  ·  Admin →
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   My Contacts De La Cruz shared this idea  ·  Dec 8, 2021

10. Hyper Link Phone numbers in App

    4 votes

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    Viewed  ·  0 comments  ·  Mobile  ·  Delete…  ·  Admin →
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    My Contacts De La Cruz shared this idea  ·  Nov 16, 2021

11. Ability to print signature requested doc

    6 votes

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    0 comments  ·  Documents, Photos, Forms & Attachments » Documents  ·  Delete…  ·  Admin →
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    My Contacts De La Cruz shared this idea  ·  Nov 16, 2021

12. Grouped line items in sections (for totals) and ability to duplicate/delete sections

    8 votes

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    0 comments  ·  Financials » Estimates & Invoices  ·  Delete…  ·  Admin →
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    My Contacts De La Cruz supported this idea  ·  Nov 2, 2021

13. JobNimbus pop ups

    50 votes

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    6 comments  ·  General  ·  Delete…  ·  Admin →
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    My Contacts De La Cruz commented  ·  Oct 20, 2021  ·  Edit…  ·  Delete…

    When creating an invoice, currently there is an Ad advertising GlobalPayments integration. There should be an option to dismiss this ad.

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14. Subcontractor Field on Cards in the Board View

    9 votes

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    1 comment  ·  Contacts & Jobs » Boards  ·  Delete…  ·  Admin →
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    My Contacts De La Cruz supported this idea  ·  Oct 14, 2021

15. Products & Services Tree - Parent-Child relationships

    113 votes

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    Viewed  ·  18 comments  ·  Settings » Products & Services  ·  Delete…  ·  Admin →
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    My Contacts De La Cruz supported this idea  ·  Oct 8, 2021

16. Block Time in Calendar

    14 votes

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    0 comments  ·  Calendar & Tasks » Calendar  ·  Delete…  ·  Admin →
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    My Contacts De La Cruz shared this idea  ·  Sep 30, 2021

17. Decimal Point Control - More or less decimal points in Quantity

    13 votes

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    Viewed  ·  1 comment  ·  Financials  ·  Delete…  ·  Admin →
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    My Contacts De La Cruz supported this idea  ·  Sep 27, 2021

18. HTML emailing

    4 votes

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    0 comments  ·  Communication » Email  ·  Delete…  ·  Admin →
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    My Contacts De La Cruz shared this idea  ·  Sep 22, 2021

19. Import, Export, and Bulk Edit Products & Services

    214 votes

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    44 comments  ·  Financials » Products & Services  ·  Delete…  ·  Admin →
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    My Contacts De La Cruz supported this idea  ·  Sep 17, 2021

20. Keep Insert Template Field open when clicked

    5 votes

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    0 comments  ·  Communication » Templates  ·  Delete…  ·  Admin →
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    My Contacts De La Cruz shared this idea  ·  Sep 14, 2021