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105 results found

1. Add an automation to send/create a document upon a status change

   20 votes

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   4 comments  ·  Settings » Automation  ·  Delete…  ·  Admin →
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   Eric Broome commented  ·  Nov 24, 2021  ·  Edit…  ·  Delete…

   Specifically, an invoice.

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   Eric Broome supported this idea  ·  Nov 24, 2021

2. Subcontractor's email address added to recipients in Note

   9 votes

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   2 comments  ·  Communication » Email  ·  Delete…  ·  Admin →
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3. Should not have to ask customers to hit "Reply All" on emails

   12 votes

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   0 comments  ·  Communication » Email  ·  Delete…  ·  Admin →
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   Eric Broome supported this idea  ·  Jun 19, 2021

4. Ability to add documents to email templates

   31 votes

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   2 comments  ·  Communication » Templates  ·  Delete…  ·  Admin →
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   Eric Broome supported this idea  ·  Jun 19, 2021

5. Use existing subject when replying to an email with a template

   10 votes

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   0 comments  ·  Communication » Email  ·  Delete…  ·  Admin →
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   Eric Broome supported this idea  ·  Jun 19, 2021

6. Add Attachments to Work Order Email

   23 votes

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   7 comments  ·  Communication » Email  ·  Delete…  ·  Admin →
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   Eric Broome commented  ·  Jun 19, 2021  ·  Edit…  ·  Delete…

   This would be great! You could attach photos for repair or punch list work, and you could attach EagleViews for measurements!

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   Eric Broome supported this idea  ·  Jun 19, 2021

7. Being able to disable material and labor

   5 votes

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   0 comments  ·  Settings » Products & Services  ·  Delete…  ·  Admin →
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   Eric Broome supported this idea  ·  Jun 19, 2021

8. Checkbox for Completing Work Orders

   5 votes

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   0 comments  ·  Financials » Work Orders  ·  Delete…  ·  Admin →
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   Eric Broome shared this idea  ·  Jun 9, 2021

9. Ability to attach EagleViews or Scope Reports to Work Orders

   19 votes

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   Viewed  ·  0 comments  ·  Financials » Work Orders  ·  Delete…  ·  Admin →
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   Eric Broome supported this idea  ·  Jun 9, 2021

10. ability to attach pdf to work order

    24 votes

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    Viewed  ·  0 comments  ·  Financials » Work Orders  ·  Delete…  ·  Admin →
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    Eric Broome supported this idea  ·  Jun 9, 2021

11. Separate Photos and Documents in Access Profiles

    17 votes

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    3 comments  ·  Settings » Access Profiles  ·  Delete…  ·  Admin →
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    Eric Broome shared this idea  ·  Feb 18, 2021

12. Automation Trigger to Change Custom Fields

    13 votes

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    2 comments  ·  Settings » Automation  ·  Delete…  ·  Admin →
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13. Product and Service font formatting

    8 votes

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    1 comment  ·  Settings » Products & Services  ·  Delete…  ·  Admin →
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    Eric Broome supported this idea  ·  Nov 14, 2020

14. Integrate Microsoft Word for Document Template Importing

    28 votes

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    6 comments  ·  Documents, Photos, Forms & Attachments » Templates  ·  Delete…  ·  Admin →
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    Eric Broome commented  ·  Nov 14, 2020  ·  Edit…  ·  Delete…

    Or import PDF. Or .txt. Anything.

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    Eric Broome supported this idea  ·  Nov 14, 2020

15. Update template fonts to match standard font sizes

    7 votes

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    0 comments  ·  Documents, Photos, Forms & Attachments » Templates  ·  Delete…  ·  Admin →
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    Eric Broome supported this idea  ·  Nov 14, 2020

16. Allow for eSign by customers

    7 votes

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    0 comments  ·  Documents, Photos, Forms & Attachments » Documents  ·  Delete…  ·  Admin →
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    Eric Broome supported this idea  ·  Nov 1, 2020

17. Scheduled and emailed reports

    44 votes

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    Viewed  ·  7 comments  ·  Dashboard & Reports  ·  Delete…  ·  Admin →
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18. Custom Fields based on Workflow Type (Contact, Job, WO)

    152 votes

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    46 comments  ·  Contacts & Jobs » Fields  ·  Delete…  ·  Admin →
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    Viewed  ·  AdminJobNimbus (Product Manager, JobNimbus) responded

    We love this idea.

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    Eric Broome commented  ·  Oct 8, 2020  ·  Edit…  ·  Delete…

    Similar subject here https://jobnimbus.uservoice.com/forums/921094-contacts-jobs/suggestions/41578324-opt-out-subcontractors-contact-from-required-conta

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    Eric Broome commented  ·  Jun 27, 2019  ·  Edit…  ·  Delete…

    Since Customers, Subcontractors, Suppliers, and Adjusters are all (for some reason) under the umbrella of "Contacts," we really need a way to keep our Custom Fields separated by Contact type.

    For example, I don't have any need to input a field for a Customer, when I am entering a new Supplier or Adjuster.

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    Eric Broome supported this idea  ·  Jun 27, 2019

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

    100 votes

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    Gathering Feedback  ·  24 comments  ·  Contacts & Jobs » Fields  ·  Delete…  ·  Admin →
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    Eric Broome supported this idea  ·  Oct 8, 2020

20. Save screen position when using "Back to Board" link

    16 votes

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    0 comments  ·  Contacts & Jobs » Boards  ·  Delete…  ·  Admin →
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    Eric Broome supported this idea  ·  Oct 8, 2020