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JobNimbus Feedback

Have suggestions for how we can improve? Share them in the categories, or vote for the ideas you like best. We want to hear your feedback!

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111 results found

  1. 3 votes

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    1 comment  ·  Admin →
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  2. Add Photos To Line Items in NSE

    It would be nice to be able to include photos on the line items in Estimate Details. Also would be good to have editable headers/footers on estimate pages so they can be branded, numbered, etc

    3 votes

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  3. 4 votes

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  4. 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.

    3 votes

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  5. 3 votes

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  6. 2 votes

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  7. 2 votes

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  8. Tax Exempt for Contacts/Jobs

    Would like the ability to mark contacts/jobs as Tax Exempt in JobNimbus such that it can sync to QuickBooks.

    2 votes

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  9. 2 votes

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  10. 2 votes

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  11. Automation for when a payment is made in Quickbooks

    There is currently an automation for when a payment is made in JN but it does not recognize it when that payment comes from QB first and then into JN.

    2 votes

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  12. 2 votes

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  13. Ability to convert NSE without signature

    Currently has to have estimate signed in order to convert to invoice, but does not really work because people prefer physical signatures, so i have to create invoice manually.

    2 votes

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  14. Another Documents tab in the contact/job

    Logo Blake wants to have another documents tab in the job/contact but one that has the ability to change visibility within access profiles. This is so they can have an everyone documents section and a limited documents section which is just keeping the documents safe.

    2 votes

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  15. Add a type of "Invoice" to Product type list.

    Add a type of "Invoice" to Product type list.

    2 votes

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  16. Manually change work order number

    Logo wants to be able to change the work order number and make sure that he can change the number before the work order is fully created

    2 votes

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  17. Document time stamp

    When a document gets uploaded to a contact or job seeing the date and time is needed.

    2 votes

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  18. 2 votes

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  19. Change "Estimate" to "Quote"

    I want my quotes to reflect that they are not subject to change. "Estimate" implies that it could vary, and I know I can change the header/title on the estimate to be "Quote" but I need all instances of the word "Estimate" to become "Quote" like the "estimate total" at the end of the doc.

    2 votes

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  20. Mass delete tasks

    Customer finds tasks annoying and wants a means to delete all tasks / multiple tasks, en-mass.

    2 votes

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