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25 results found

1. Permissions for Adding/Editing Products & Services

   52 votes

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   Viewed  ·  8 comments  ·  Settings » Access Profiles  ·  Delete…  ·  Admin →
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   Michael Geddie commented  ·  Jan 9, 2019  ·  Edit…  ·  Delete…

   A user with a limited access profile should not have the ability to create global products for use across the company - these should be restricted.

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   Michael Geddie supported this idea  ·  Jan 9, 2019

2. Setting To Automatically Attach Certain Attachment Types on Email Templates

   21 votes

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   Viewed  ·  4 comments  ·  Communication » Email  ·  Delete…  ·  Admin →
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   Michael Geddie supported this idea  ·  Dec 17, 2018

3. Email Signatures

   130 votes

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   15 comments  ·  Communication » Email  ·  Delete…  ·  Admin →
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   Viewed  ·  AdminJobNimbus (Product Manager, JobNimbus) responded

   You can use Email Templates to add signatures for each user when sending emails from either the Add Note feature or when sending automated emails.

   Direct email signatures per user from their profile is still on our development list but this is a great workaround in the meantime.

   Michael Geddie supported this idea  ·  Dec 17, 2018

4. Lead Source Report - Revenue Drilldown

   29 votes

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   1 comment  ·  Dashboard & Reports » Sales Reports  ·  Delete…  ·  Admin →
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   Gathering Feedback  ·  AdminAdam Keys (Director of Product, JobNimbus) responded

   We are working on some advanced reporting options in JobNimbus and would like to gather your needs on business reporting.

   If you’re interested in providing feedback on this, please schedule time here: https://meetings.hubspot.com/adam-keys/advanced-reporting-needs

   Additionally, you can email me the business metrics you are most interested in.

   Thank you,

   Keys

   Michael Geddie supported this idea  ·  Dec 17, 2018

5. A commission sheet that i can print off for salesman

   72 votes

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   7 comments  ·  Financials » Budgets & Job Costing  ·  Delete…  ·  Admin →
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   Viewed  ·  AdminJobNimbus (Product Manager, JobNimbus) responded

   This is interesting idea! I’ll talk to our team and see if we can do this.

   Thanks for the feedback.

   Michael Geddie supported this idea  ·  Dec 17, 2018

6. 'Sales Rep Phone Number' Template Field

   23 votes

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   Viewed  ·  2 comments  ·  Financials » Templates  ·  Delete…  ·  Admin →
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   Michael Geddie supported this idea  ·  Dec 17, 2018

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

   12 votes

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   Viewed  ·  1 comment  ·  Financials  ·  Delete…  ·  Admin →
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   Michael Geddie supported this idea  ·  Nov 30, 2018

8. Initials for Contracts

   42 votes

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   8 comments  ·  Documents, Photos, Forms & Attachments » Signatures  ·  Delete…  ·  Admin →
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   Viewed  ·  AdminJobNimbus (Product Manager, JobNimbus) responded

   Certainly something that we’ve discussed. At the moment we haven’t had too many requests for this, but I’m sure this would be a consideration for our template builder improvements in the future.

   Michael Geddie supported this idea  ·  Nov 30, 2018

9. Email Integration Chrome/Gmail/Outlook - Email from Own Domain

   140 votes

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   Viewed  ·  36 comments  ·  Communication » Email  ·  Delete…  ·  Admin →
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   Michael Geddie supported this idea  ·  Nov 26, 2018

10. Subcontractors Option When Sending Email

    29 votes

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    Viewed  ·  4 comments  ·  Communication » Email  ·  Delete…  ·  Admin →
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    Michael Geddie supported this idea  ·  Nov 26, 2018

11. Form Field in Subject Line of Email Templates

    16 votes

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    Viewed  ·  6 comments  ·  Communication » Email  ·  Delete…  ·  Admin →
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    Michael Geddie supported this idea  ·  Nov 26, 2018
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    Michael Geddie commented  ·  Oct 24, 2018  ·  Edit…  ·  Delete…

    Bumping this as this would be a HUGE benefit for us!

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12. People Picker in "Other Contacts" Field When Sending Email

    23 votes

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    Viewed  ·  1 comment  ·  Communication » Email  ·  Delete…  ·  Admin →
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    Michael Geddie supported this idea  ·  Nov 26, 2018

13. The ability to upload existing company documents into the Templates, to create a Template from

    29 votes

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    Viewed  ·  1 comment  ·  Documents, Photos, Forms & Attachments » Documents  ·  Delete…  ·  Admin →
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    Michael Geddie supported this idea  ·  Nov 20, 2018

14. Unread Email indicator on Board Cards

    11 votes

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    Viewed  ·  2 comments  ·  Contacts & Jobs » Boards  ·  Delete…  ·  Admin →
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    Michael Geddie supported this idea  ·  Nov 20, 2018

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

    92 votes

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    Gathering Feedback  ·  20 comments  ·  Contacts & Jobs » Fields  ·  Delete…  ·  Admin →
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    Michael Geddie supported this idea  ·  Nov 20, 2018

16. Job Profit Calculation (Job Costing) - Estimate vs. Actual

    94 votes

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    26 comments  ·  Financials » Budgets & Job Costing  ·  Delete…  ·  Admin →
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    Viewed  ·  AdminJobNimbus (Product Manager, JobNimbus) responded

    This is an interesting idea. I’ll talk to our team and see if we could do it.

    Thanks for your feedback.

    Michael Geddie supported this idea  ·  Nov 20, 2018

17. Customer communication inbox

    76 votes

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    13 comments  ·  Communication » Notifications  ·  Delete…  ·  Admin →
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    Michael Geddie supported this idea  ·  Nov 20, 2018

18. Work orders and automation

    7 votes

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    2 comments  ·  Settings » Automation  ·  Delete…  ·  Admin →
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    Michael Geddie supported this idea  ·  Nov 20, 2018

19. ability to attach pdf to work order

    23 votes

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    Viewed  ·  0 comments  ·  Financials » Work Orders  ·  Delete…  ·  Admin →
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    Michael Geddie supported this idea  ·  Nov 20, 2018

20. Automation option to allow a Job to be created when a customer is created

    24 votes

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    Viewed  ·  5 comments  ·  Settings » Automation  ·  Delete…  ·  Admin →
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    Michael Geddie supported this idea  ·  Nov 20, 2018