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40 results found

1. Option to make Built-In Fields Required/Mandatory (e.g. Lead Source)

   102 votes

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   Gathering Feedback  ·  24 comments  ·  Contacts & Jobs » Fields  ·  Delete…  ·  Admin →
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   Rebeca Munton supported this idea  ·  Jul 5, 2022

2. COMBINE MULTIPLE ESTIMATES IN ONE INVOICE

   28 votes

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   Viewed  ·  3 comments  ·  Financials » Estimates & Invoices  ·  Delete…  ·  Admin →
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   Rebeca Munton commented  ·  Jun 27, 2022  ·  Edit…  ·  Delete…

   It would be great if we could turn two estimates into one invoice just like we can do in QuickBooks.

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3. Ability to add attachments to email templates

   14 votes

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   3 comments  ·  Documents, Photos, Forms & Attachments  ·  Delete…  ·  Admin →
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   Rebeca Munton supported this idea  ·  Jun 9, 2022

4. Ability to Disable Pop-Ups

   51 votes

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   6 comments  ·  General  ·  Delete…  ·  Admin →
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   Rebeca Munton supported this idea  ·  Jun 7, 2022

5. Make Form drafts visible to office

   15 votes

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   Viewed  ·  1 comment  ·  Documents, Photos, Forms & Attachments » Forms  ·  Delete…  ·  Admin →
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   Rebeca Munton supported this idea  ·  May 12, 2022

6. Delete and print forms

   71 votes

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   Gathering Feedback  ·  6 comments  ·  Documents, Photos, Forms & Attachments » Forms  ·  Delete…  ·  Admin →
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   Rebeca Munton supported this idea  ·  May 12, 2022
   Rebeca Munton shared this idea  ·  Feb 1, 2022

7. Customizable Signature Line

   5 votes

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   0 comments  ·  Documents, Photos, Forms & Attachments » Signatures  ·  Delete…  ·  Admin →
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   Rebeca Munton shared this idea  ·  May 3, 2022

8. Pin Notes and Documents

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   93 votes

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   13 comments  ·  Contacts & Jobs » Activity & Notes  ·  Delete…  ·  Admin →
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   Viewed  ·  AdminJobNimbus (Product Manager, JobNimbus) responded

   Great idea! Thank you for your suggestion.

   The “Description” field on Contacts and Jobs is sometimes used as a “permanent note” that always stays at the top, but your idea will be great to have alongside that to make notes more dynamic and useful.

   Rebeca Munton supported this idea  ·  Mar 31, 2022

9. Boards Horizontal Scrolling

   4 votes

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   Viewed  ·  1 comment  ·  Contacts & Jobs » Boards  ·  Delete…  ·  Admin →
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   Rebeca Munton commented  ·  Mar 31, 2022  ·  Edit…  ·  Delete…

   It would be great if the scroll bar (that appears on the side of drop down boxes, estimates and more) changed to a standard SIZE. It's very narrow and takes a few clicks to grab it and scroll.

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10. Remove material order number from template

    5 votes

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    1 comment  ·  Financials » Material Orders  ·  Delete…  ·  Admin →
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    Rebeca Munton shared this idea  ·  Mar 24, 2022

11. Recurring Tasks/Events In Calendar

    242 votes

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    Gathering Feedback  ·  49 comments  ·  Calendar & Tasks » Calendar  ·  Delete…  ·  Admin →
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    Rebeca Munton supported this idea  ·  Feb 4, 2022

12. Invoices/Payments Reflecting Overpayment

    23 votes

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    1 comment  ·  Financials » Invoices  ·  Delete…  ·  Admin →
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    Rebeca Munton shared this idea  ·  Feb 3, 2022

13. Budget Naming

    48 votes

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    Viewed  ·  4 comments  ·  Financials » Budgets & Job Costing  ·  Delete…  ·  Admin →
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    Rebeca Munton supported this idea  ·  Feb 2, 2022

14. Custom Report Filter for "Date Stage Changed"

    11 votes

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    1 comment  ·  Dashboard & Reports » Custom Reports  ·  Delete…  ·  Admin →
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    Rebeca Munton supported this idea  ·  Feb 1, 2022

15. Better organization for documents and photos

    72 votes

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    Planned  ·  12 comments  ·  Documents, Photos, Forms & Attachments » Documents  ·  Delete…  ·  Admin →
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    Rebeca Munton supported this idea  ·  Jan 11, 2022
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    Rebeca Munton commented  ·  Jan 11, 2022  ·  Edit…  ·  Delete…

    It would be great if we could create subfolders under jobs so that photos and documents can be placed in each of the subfolders.

    For instance, we get a project for renovating 10 apartments. We call the project ABC apartments and under that we need to be able to create subfolders, one for each apartment so the pics and docs are easily separated.

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16. Make uploaded docs be automatically marked as private.

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    0 comments  ·  Documents, Photos, Forms & Attachments » Documents  ·  Delete…  ·  Admin →
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    Rebeca Munton supported this idea  ·  Jan 10, 2022

17. Delete Inactive User Completely

    7 votes

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    0 comments  ·  Settings » Teams  ·  Delete…  ·  Admin →
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    Rebeca Munton supported this idea  ·  Dec 14, 2021

18. Amount Option on Work Order Template

    9 votes

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    0 comments  ·  Financials » Work Orders  ·  Delete…  ·  Admin →
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    Rebeca Munton supported this idea  ·  Dec 3, 2021

19. Add Cost, Price, Totals to Work and Material Order Tools

    20 votes

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    Viewed  ·  4 comments  ·  Financials » Templates  ·  Delete…  ·  Admin →
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    Rebeca Munton supported this idea  ·  Dec 3, 2021

20. Uploading Videos

    22 votes

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    2 comments  ·  Documents, Photos, Forms & Attachments » Photos  ·  Delete…  ·  Admin →
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    Rebeca Munton commented  ·  Dec 2, 2021  ·  Edit…  ·  Delete…

    It would be great if we could upload videos on forms. As of right now, we can only upload pictures.

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