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Kaloni Pedigo

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13 results found

  1. 9 votes

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    Kaloni Pedigo commented  · 

    When using a saved estimate template, I often need to 'x' off a lot of the line items. When I hit the 'x', I have to move off of the next line item and back onto it before the next 'x' appears. I know this is a small thing, but i'm often getting rid of a large number of line items in one go so being able to click the 'x' back-to-back would speed up my process!

  2. 75 votes

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    Kaloni Pedigo commented  · 

    I would like a place I can access all the email replies in the app. I can only find them through the notifications and its pretty cumbersome.

  3. 9 votes

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    Viewed  ·  1 comment  ·  Contacts & Jobs » Fields  ·  Admin →
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    Kaloni Pedigo commented  · 

    We are trying to find a good way of tracking our referrals. In Job Setup, we have the field “Lead Source” with a drop down list. One of the options on the list is “Referral: Please Specify” and then we have to add the name to a custom field below called “Referral Name”.

    I would like to make that custom field “Referral Name” so that we can select one of our contacts, like we do with the “Related Contacts” field. Right now we can only enter text.

  4. 9 votes

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    Kaloni Pedigo commented  · 

    When out in the field, we often take pictures of documents to upload into JobNimbus. It would be nice if we could have these upload under the documents tab instead of the photos tab. I understand that it is currently limited by the file type, but it is my opinion that I should be able to choose which tab it shows up under regardless of file type.

  5. 144 votes

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    Kaloni Pedigo commented  · 

    I would like to be able to search for contacts/jobs based on the City. Currently, I can search for anything in the Address Line 1, but not the City name unless I include it in that first line.

  6. 3 votes

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    1 comment  ·  Settings » Teams  ·  Admin →
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    Kaloni Pedigo commented  · 

    I would like to be able to move subcontractors to inactive and have them no longer appear as an option on the drop-down when assigning subcontractors to a job.

  7. 19 votes

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    3 comments  ·  Communication » Text  ·  Admin →
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    Kaloni Pedigo commented  · 

    I would like to be able to text my team via Engage.

  8. 24 votes

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    Kaloni Pedigo commented  · 

    I would like a feature added to be able to rotate photos once uploaded to a contact/job.

  9. 88 votes

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    Kaloni Pedigo commented  · 

    I would like to be able to make the Sales rep and Assigned To field required when creating a contact.

  10. 19 votes

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    Kaloni Pedigo commented  · 

    I want the sales data in Insights to be based off of invoices and not estimates.

  11. 5 votes

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    2 comments  ·  Financials  ·  Admin →
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    Kaloni Pedigo commented  · 

    I would like to be able to edit the invoice subject line so I can include the claim number. A lot of time insurance companies require that the claim number be in the subject line.

  12. 9 votes

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    1 comment  ·  Mobile  ·  Admin →
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    Kaloni Pedigo commented  · 

    I need to be able to add notes and subtasks on tasks on the mobile app (iOS). I can do so on the web, but can't view, edit, or add a subtask or note on a task on mobile.

  13. 93 votes

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    Kaloni Pedigo commented  · 

    We would like to adjust our budget columns to allow more detailed data for us to see reporting per job.

    We'd like them to be set up similar to Crystal Reports where we can have multiple lines for each trade, so "roofing" would have 2 columns, one for what we are charging, and one for our cost. Then "gutters" has the same 2 lines, o ne for what we charge, and one for our cost.
    Then we'd like totals for both columns, to see our total cost and total charge so we can track more in depth what our profit margins are per trade.

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