Chad
My feedback
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223 votes
An error occurred while saving the comment Chad
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An error occurred while saving the comment Chad
commented
Allow importing and exporting of items to Products & Services via .csv or other spreadsheet format.
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19 votes
An error occurred while saving the comment Chad
commented
Would also be nice if the phone number had dashes and didn't populate as one whole number.
Chad
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23 votes
Which templates are you wanting to add a page break to?
On certain forms, like an estimate, it seems like the page breaks would need to be conditional based on the number of line items, which would be quite tricky.
Thanks,
AaronAn error occurred while saving the comment Chad
commented
Page numbers at a minimum should auto-generate for every page completed. A document, or even estimate# to tie each page together is an important factor. Adding a footer, or header with consistency between "good", "better", "best" pages would also create a more defined easier to understand "look" for the customer.
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9 votesChad
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7 votesChad
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4 votesChad
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18 votesChad
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54 votesChad
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14 votesChad
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7 votesChad
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39 votesChad
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6 votesChad
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4 votesChad
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48 votesChad
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78 votesChad
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31 votesChad
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38 votesChad
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213 votesChad
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14 votes
An error occurred while saving the comment Chad
commented
This is a high priority level worthy request. For anyone using the Jobs portion of JobNimbus, this is critical for those who have separate Job entries for repeat annual service visits; customers who are property management companies; customers who have multiple rental properties, etc. Any recorded communication through Engage/text should be recorded under the Job it pertains to, and not lumped in under the Contact with all the other text conversations. A property management company may be the Contact, with several Jobs for different properties under it, which themselves could have a different sales rep/estimator/tech assigned to. So imagine 4 active Jobs with 3 different sales reps/estimators/techs/etc. working them, all texting at different times, same times, etc. There’s no way to keep it orderly if text communications from any/all Jobs are lumped/dumped under the Contact. Currently, it doesn’t look like there’s a way to know which Job the text conversation applies to.
Chad
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4 votesChad
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Features like this rate up there with addresses still not able to auto-populate when entering Contacts and Jobs, and nearly as important as being able to have a product catalog/library itself. With the recent addition of SumoQuote, the ability to export, import, bulk edit, etc. is now even more important for users who create estimates inside JobNimbus. With the "Legacy" estimate, the fact products from the Products & Services library/catalog didn't communicate with estimate templates killed the interest in creating multiple templates just due to more than double work of updating a price here, then going to the template, then never mind if found a miss-spelled word and have to go through the same back-and-forth. With the NSE/SumoQuote estimate templates now able to directly update from changes in Product & Services, I know our company is planning on creating more templates for consistency, which will also equate to likely additional items in Products & Services, so please find a way to implement the ability to export and import the Products & Services library/catalog of items, from within JobNimbus without any special work arounds which sounds like some found by utilizing Quickbooks. It'd be interesting to do a poll on how many business owners feel resources would be better spent on features like the one this Post is for, address auto-population, page break designations on NSE estimates, email integration, photo editing through web browser, etc., than the Peak Performance report, JNSS2025, and other "improve your (fill in the blank)" bits. Definitley not saying those aren't or can't be helpful or insightful, but at some point even a mass update on some of the more popular voted on Post would go a long way.