General
1067 results found
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Automation to assign Job
Ability to create an automation that will assign a specific team member to a job when the status is modified.
5 votes -
Separate Toggles For Debit/Credit Payments
With the recent update regarding passing fees, I would like there to be separate toggles for enabling Credit and Debit cards. That way I could disable the card that cannot pass the fee.
7 votes -
1 vote
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1 vote
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Mobile app Home page customization
Would like to edit/filter what appears in the 'Today' section on the Home screen
1 vote -
Converting NSE Estimate to another Document when in Approved Status
Would like the ability to convert an NSE Estimate to another document when in an Approved Status.
1 vote -
be able to filter by custom fields in a classic report
We have a lot of custom fields in JobNimbus and it would help out workflow if we could create a filter in classic reports to search for these custom fields.
1 vote -
Auto CC Invoice Emails (including to non-users)
Need to be able to set an automatic CC for invoice emails. It needs to be possible to be someone outside of the organization. It could work as a n automation if there was an option to set up a CC on automation emails.
5 votes -
[STILL] Very Slow Load Times
Each page takes 5-10 seconds to load. This is way too slow. Also, if you try to open more than 1 tab by clicking "control + Click", all additional tabs never load. You get stuck on an infinite loading screen VERY VERY often. My entire team of 20+ users run into this on a daily basis. It happens consistently. It is VERY frustrating when literally 50% of my time using Jobnimbus is wasted staring at a loading screen. The "recent updates to improve speed" have not made any difference. The software still loads extremely slow compared to other CRMs we…
1 vote -
Ability to hide map view from Team Member to Team Member
We would like the ability to hide the map view for all team members to selective team members to view only where there locations are.
1 vote -
2 votes
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Additional estimate options
Options for more than 3 estimate options per estimate (more than good, better and best)
2 votes -
QuickBooks Sync Commissions to JobNimbus
I’m able to put the commission on the paycheck in QuickBooks and assigned it to a customer, but it doesn’t move over to JobNimbus. That’s how I’d like to see it work so the sales people could see the commission they were paid on the job and we could also track commissions in JobNimbus as well as QuickBooks.
1 vote -
Engage - Group Texts
Referrals from adjusters that want to be included in the text so they are needing to send texts outside of engage now
3 votes -
job automation to pull invoice details
I want to be able to create a job automation so that if the job has been in a status for so long it will trigger and be able to send an email with a link to the invoice. Would prefer this over using only invoice status as the trigger
1 vote -
1 vote
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Taxes on material orders
Taxes on material orders
1 vote -
1 vote
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1 vote
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1 vote
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