General
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Improved Share / Client Portal
Hey team,
What I'm about to show you is top secret information. :) Thank me later.
JN is not the only CRM out there. But, I cancelled my other CRM because I love the simplicity of JN. Nevertheless, JN NEEDS to give the ability for us contractors to put a LOGIN section on our website to allow customers to login and view certain details about their projects.
When customers login to their client portal, this should be the first thing they see --> https://www.screencast.com/t/b89Gqn8cuOty or see attached image. I should get an award medal for this sh*t! :)
41 votesThis is a great example, thank you for sharing! We have many of these same ideas for improving our existing share feature and are working towards that.
Thank you so much for sticking with us and for providing these great suggestions. I’ll be sure the dev team gets this info and can work towards making it happen!
And we’ll see what we can do about getting you that award ????!
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Tiered contacts
We have many contacts who all work for the same company, it would be nice when creating contacts that if we select the company that specific person works for, all the address info will auto populate for the new contact. Business/Company would be the main tier of contacts and individuals within that organization would be a sub tier. You could tie a job to an overall business or to a specific contact or both.
19 votes -
The ability to insert a page break into a template. We have several templates that require a break. My boss is extremely frustrated.
The ability to insert a page break into a template. We have several templates that require a break. My boss is extremely frustrated.
4 votesWhich 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,
Aaron -
The ability to sync with google drive, dropbox, etc
You want your clients to migrate all of their storage to your software, but we did not exist in a vacuum before joining your site. We have current clients we would like to migrate to your platform, and not being able to do so without it being an ENORMOUS headache discourages new users from using your software. You collaborate with Eagleview and other third party vendors, but those seem like you steering business to obscure apps and you ignoring the ones that are most utilized. I'm not so naive as to think you are simply holding out on us and…
10 votes -
new product entry restriction
JN should have a permission where we can choose if an access profile can add new products & services. I am soon to have 75 sales reps and I do not want them adding new items.
5 votes -
Sync subcontractors in JN to contractors/vendors in Quickbooks Online
Right now, contacts set up as subcontractors in JN will sync to Quickbooks Online (QBO) as a customer. No way around that. Once added in QBO as a customer, their type cannot be changed to a vendor or contractor. All you can do is delete it in QBO and manually retype it in QBO.
For a business like mine, over 90% of our jobs are done by subcontractors. We have to manually double enter all subcontractor info PLUS manually double enter any costs (the amount we need to pay our subcontractors). This is a big shortcoming that opens the door…
5 votes -
I would love to have a report that could show revenue from a lead source.
I would love to have the ability to show revenue from a lead source. We have many lead sources and I would like to track that information for referrals as well as to see which lead sources are the most valuable.
8 votes -
Multiple Price Options for Customers
we use a "good, better and best" system for our proposal and we would love it if we could separate the prices so that it isn't one lump sum at the bottom. This is the only thing that we have found so far to be a real issue for us when it comes to generating estimates
4 votes -
custom fields searchable
It would be very helpful if the custom fields contents could be found via the search bar.
5 votes -
Time tracking for non-users
Would be so helpful to have the ability to add workers and track their hours in Jobnimbus without them needing to be a Jobnimbus user. Even a lower access account option for workers (as an add-on to our account) would work. Our workers are just laborers and don't need to access anything in Jobnimbus, but we need to track their hours.
11 votes -
Update Announcement System
Seems like there are one or two alerts each day "there's a new version of JobNimbus" Be nice to know what the new version is doing.
13 votes -
the ability to copy estimate from one contact to another without having to save it as a template
I wish there was an ability to copy an estimate from one contact to another without having to save it as a template
4 votes -
Pin important Notes to top of activity
It would be nice to be able to flag or pin important notes that would stay at the top of the activity so important items do not get buried
18 votesGreat idea! Thank you for your suggestion.
The “Description” field on Contacts and Jobs is sometimes used as a “permanent note” that always stays at the top, but your idea will be great to have alongside that to make notes more dynamic and useful.
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an option to enter a mailing address
any news on adding a field for a mailing address? We work with several property management companies so the project address isn't where the invoices should be sent. At this point we have to track those manually.
2 votes -
ability to attach pdf to work order
Would like to be able to attach pdf's to Work Orders (currently can only attach photos). I have to either retype the entire scope into the work order or follow up every Work Order with an email attaching the scope. Sad face for the double work.
8 votes -
Attachments Settings
At present, in Attachments, it defaults to 5. Please change it to be settle-able to 10, 25, 50, 100 instead of always defaulting to 5 because we have to manually change it every time. For managers, this slows everybody down.
6 votes -
Other Credit Card Processors (other than WePay)
JobNimbus should integrate with other Credit Card Processors other than WePay, which is super expensive and you can't even process cards manually by typing in the card details. Please integrate with great processors like FattMerchant!!
4 votes -
A commission sheet that i can print off for salesman
I really wish there was a section where I could print off a commission sheet for salesman. Right now I am building one in the budget form for them and then printing it. There is not a print button in this section and it makes it very difficult. We would also like the option of net profit.
42 votesThis is interesting idea! I’ll talk to our team and see if we can do this.
Thanks for the feedback.
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Ability to have Contacts With the Same Name
Long story short, there is more than 1 Joe Smith on earth, and we shouldn't have to modify their display name to be able to enter them into the system. There are obviously other identifiers that will separate them, such as address, phone number, email address, etc. I've attached a screenshot of what the system tells me when I try to add another contact with the same name as an existing contact. I believe there should definitely be a warning about duplication, but it should be allowed. I think the warning should read:
"Warning: you are attempting to add a…
2 votes -
Conversation notes vs Individual Notes
At present, notes are entered individually; and when someone "replies" to the note, one has to go find it somewhere in the Activity time line. It would be nice if there was a conversation feature whereby a note can be responded to or comments trails made a part of it (like a blog post) so one can reply to that note specifically.
3 votes
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