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JobNimbus Feedback

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38 results found

  1. 3 votes

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  2. Customer Input Fields

    Proposal would be perfect if it included a section that allows the client to type in notes instead of having to have to use an additional 3rd party service. The same goes for the New Sales Experience.

    2 votes

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  3. 2 votes

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  4. 2 votes

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  5. EagleView/Hover - On the same line in settings

    It would be nice if I could merge or have multiple 3rd party apps all in the same menu instead of separate menus in settings

    2 votes

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  6. EagleView - Ability to choose what documents upload by default

    It would be good to have an option to choose what documents upload from EagleView to JobNimbus documents section. I don't need the Property Owner report or json file.

    2 votes

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  7. Delete Company Documents in Use

    Sometimes, company documents cannot be deleted if they are in any existing email threads. Need to be able to delete or hide them from the company documents regardless.

    2 votes

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  8. Angi's List

    Logo wants an integration with Angi's list so that contacts and information can port over into JobNimbus

    2 votes

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  9. 2 votes

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  10. Engage to send a VCF file

    Share feature in Engage to send a VCF file. Like a share in iphone to share a contact

    2 votes

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  11. Better JobName for QuickBooks Sync

    Can we have our job name field be locked and automatically created as a template with this information? (Smith, John #1234) = (job lastname, job firstname: jobID)

    Currently, the 'jobname' is the field that is mapped to 'DisplayName' in QB. We have found that unless we have a way to track supplier invoices by 'JobID' in Quickbooks, the sub customer list in QB is not a scalable solution since it relies on the 'jobname' in Nimbus.

    2 votes

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  12. Angi Leads Integration

    Please add a direct integration with Angi Leads. Trying to set up Zapier into JobNimbus and then Angi Leads into Zapier excessive.

    2 votes

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  13. Limiting Changing Assignees

    It would be nice to be able to limit which users can make edits to the assignees of a contact or job.

    2 votes

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  14. 2 votes

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  15. Make Secondary Color a Neutral Color

    With phase two of the Sumo Quote embedded experience, we lost the option to change the secondary colors on our estimates. But it defaults to a blue color. As the fix for that is unknown, please change the default color to something neutral like gray.

    2 votes

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  16. Insert Assignee Image

    When creating templates, it's possible to insert the Sales Rep's profile image into it with a short code. I would like to be able to insert assignees images for later steps in the process.

    2 votes

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  17. MO recognize taxes when created and converted into invoice

    When creating a MO from scratch without converting from an estimate. The taxes are included in the products and services however, do not populate in the Material order unless you create an estimate and convert to a Material order and then convert to an invoice.

    1 vote

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  18. Side Bar - Recent Activity

    It would be good to see recent activity, notes, and uploads in the side bar

    1 vote

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  19. Adding Budget Name

    Would like to be able to name budgets in addition to the number.

    1 vote

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  20. Add Address Field to Contact Creation

    In Jobs V2, there is no option to add the address to the contact when creating a contact from the + at the top of the screen. This is causing users to have to edit the contact to add the address after it has been created and causing issues with syncing to SumoQuote.

    1 vote

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