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JobNimbus Feedback

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783 results found

  1. Warranty Tracking

    logo is looking for a better way for them to keep track of warranties for homeowners.

    1 vote

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  2. Different statuses for payments, and automation triggers

    They need an automation to trigger based off of a deposit being made. In their current state, automations are unable to trigger based off of different payment types

    1 vote

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  3. Be able to get rid of not present option on forms

    want to be able to get rid of the option of "Not Present" when creating a picture option on forms so that employees cant bypass and skip out on taking pictures

    1 vote

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  4. Engage - Ability to update the phone number to the correct contact.

    Phone number was associated to the wrong contact and text message was sent. Phone number has now been updated to the correct contact but the conversation is still showing under the incorrect (original) contact and when creating a new text message under the contact where that number is not associating to, it defaults to the old (wrong) contact.

    1 vote

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  5. Multi line column

    Columns in boards be allowed to display longer names in multiple lines

    1 vote

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  6. New Sales Experience Sales Rep CC'd

    Being able to remove the Sales Rep CC'd in NSE.

    3 votes

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  7. Color selection/menu

    When creating an estimate, they would like to option to list what colors they would like to sell/do sell to prevent selling colors and options that they either 1) do not have available 2) decide not to sell.

    3 votes

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  8. Sign Off on Color

    Want to have estimates show color options to the homeowner so they can sign off on their choice.

    6 votes

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  9. 1 vote

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  10. Block Inbound Email

    Need a way to block inbound emails based on sender.

    4 votes

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  11. 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.

    8 votes

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  12. 6 votes

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  13. 1 vote

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  14. Custom Estimate Email Subject Line

    Wants to be able to edit what the subject line says when an estimate is sent to a customer

    2 votes

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  15. EagleView Tokens For Each Slope Area

    The EagleView Integration can pull total roof area and have it function with tokens and calculations instantly. However, it cannot differentiate slopes. This data is included in the reports and it would be great if the system had tokens for area of each slope such that we could have them pull automatically. Industry standard is 0/12 and 1/12 are flat, 2/12 and 3/12 are low 4/12 through 6/12  is standard and steep is 7/12 +. Not every product needs tp be purchased the same way so the best solution would be if the integration could pull the area of each…

    2 votes

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  16. Invoice approved once deposit made

    We would like to have the ability to set in the system that the invoice only approves once the deposit is made on the invoice.

    2 votes

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  17. Adding lines to estimates

    On estimates legacy: having a little tab on each line that allows you to add additional line items above or below that line without having to drag the line from the bottom to where it needs to go on the estimate which is incredibly tedious.

    1 vote

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  18. Unit of measure added on item quantity in New Sales Experience

    wouldn't have to go in the description and add the UOM should add the UOM measure in the Quantity box, it would be very useful to have the UOM at the bottom of the Quantity. So that the audience ie Sales Rep can see the unit of measure on the estimate.

    1 vote

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  19. 3 votes

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  20. SQ Signature links to choose expiration time

    Customize times for signature links to expire- recent update for 7 days is too short and is inconvenient for the company to keep track

    2 votes

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