General
1088 results found
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Formatting needs improved in NSE PDF view. Headers like "Description" clutter the page.
- Remove Description header above every section.
- Remove Unit & Qty headers by having the Unit come right after the Qty.
- Remove Unit Price by putting an "X" (times symbol) before the unit price and after the Unit & Qty (don't allow unit price without the Unit & Qty)
- Remove Line Total by making it bold
- Make the section titles a different size or shaded background, anything to separate it from a regular line item. You could even put a simple box around the line items below each section title, with the section title directly above the box
With each section's…
13 votes -
Ability to control which line item prices are not changed when margin slider is moved
Sometimes a custom line item is added that is not in the product & services list. Many times these prices are verbally expressed to the client so the price has to stay locked even if the margin slider is moved. This is critical if Line Totals are made visible on the PDF.
11 votes -
Automation Delineated by Document Type Signed
Run automations depending on what document type is signed. Use cases:
- Move status to "Signed" when "Contract" document type is fully signed.
- Alert Accounting
- Alert Sales rep with Zapier Automation
- Alert Sub with Make.com Automation
- Generate webhook for Zapier/Make/N8N when a change order is signed alerting all parties to halt and pivot.
- When Media Release is signed, Add call task for Rep to perform.
- When employee offer letter is signed, add them to JobNimbus, Google Workspace, Trainual with Zapier/Make/N8N
Right now, you can get a notification that a document is signed, but we can't automate around the document type or…
9 votes - Move status to "Signed" when "Contract" document type is fully signed.
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Please fix broken Job Fields widget on Job dashboard, cannot restore to 1/2 width
From the inception of being able to use the new layout 6+ months ago, i had shortened the width of the job fields widget to the width of 1/2 screen . To be honest it takes up way too much real estate on the full screen or "2 blocks wide" format. JobNimbus asked me to clear my cookies and after i did , the Job Fields Widget was 2 blocks wide. I can grab the corner and make it longer but i cant make it shorter in width. Tech support doesn't think it was ever intended to be shortened to…
1 vote -
Assist AI Creates Contact Based on Provided Phone Number
Right now it goes off the phone number that is in the caller ID, which can lead to all contacts turning into one if the call forwarding has the business line on the caller ID
7 votes -
NSE PDF's to be fillable
It would be great if the PDF's we insert into the New Sales Experience Estimates were fillable by the customer. Or at least if when we do a custom PDF page and insert a fillable PDF that ability would transfer to the version that sends.
18 votes -
Bulk Delete Products & Services
Would like to be able to bulk delete P&S
3 votes -
1 vote
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View Calendar from the Job
Allow users to open a pop-up calendar directly from a job to see sales rep availability when scheduling appointments without having to switch between multiple tabs
2 votes -
Automatically Resent Estimates to Show in Activity Feed
When Estimates are sent for signature, there is a chance that the signing link will expire before the homeowner signs it. When that happens, clicking the link triggers the automatic sending of a new email. However, this doesn't currently add an activity in JobNimbus. It would be a lot more helpful if it created an activity that indicated it was a resend due to an expired link click.
4 votes -
2 votes
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2 votes
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unit of measure character limit
To allow a custom unit of measure to be longer than 5 characters
6 votes -
2 votes
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Supplier column
want to be able to add suppliers other than integrated suppliers so they can see where the material orders were sent at a glance
4 votes -
Cannot Copy and paste in Emails (New Jobs Layout)
Cannot Copy and Paste in Emails (New Jobs View)
4 votes -
2 votes
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Ability to add multiple estimates to create a Work Order.
This can cause confusion if there are multiple approved estimates, as we have to provide separate Work Orders for one project, or take the time to manually enter anything from a secondary or tertiary etc.
2 votes -
AssistAI transcript on job
We would like the transcript on the job instead of the contact
4 votes -
Expired Links: Should not Resend Emails for Signed Estimates
The new feature that resends estimates if the expired link is clicked on should be updated such that it does not resend if the estimate has been signed.
32 votes
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