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JobNimbus Feedback

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1031 results found

  1. Maintain Formula When Changing UoM

    When we have an item in the Products & Services List that has a formula saved under the calculation, if we modify the UoM it deletes the formula. It would be better if it maintained the formula so we could adjust it if needed, rather than deleting it and having us figure it out again.

    2 votes

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  2. The ability to apply a date paid range with Commissions in Profit Tracker.

    2 votes

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  3. Make related contact pinned to top of side bar on V3

    It is a bit frustrating to have to scroll down on the side bar (under the new photo) to find related contact. Would be nice to be able to re-arrange the order of the tiles on the right

    3 votes

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  4. The ability for Sales Users to signers automatically added to NSE Estimates

    2 votes

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  5. SQ and JN Control What Happens when an Estimate Link Expires

    In addition to the timeframe for expiration. It would be much better if we had control over IF the link should re-send. If our pricing is time-sensitive, why would we want it to resend at all after expiration?

    16 votes

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  6. The Ability to Create Smart Estimates in the New Jobs Shell.

    1 vote

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  7. For Time Based Automations with Tasks, Allow for the Time Base element to go off based on the Time the task is completed.

    2 votes

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  8. Add more than one image to the Title Page in SumoQuote

    Would like the ability to add more than one photo with a logo in SumoQuote.

    9 votes

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  9. 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.

    47 votes

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  10. Form - Help Button Hiding

    This was super frustrating, I took the time for 45 minutes the first time 25 minutes creating a whole new form, but the dang help button with all of the updates and features was hiding the error message that popped up when I tried to save the form, so needless to say I lost the whole info.

    Then I switched from "edge Browser" and went to Google, completed the whole dang form again, and it happened again, hiding what ever the dang error message was behind the tips and tricks icon in the bottom left. So frustrating, move the button,…

    1 vote

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  11. Signing Contracts

    Too many calls from customers asking us to walk them through signing a contract...it should not be this difficult. I think what throws them off is when they click the "Review & Sign Quote" it takes them to the pdf and they think they are supposed to sign it. Most of them never even notice the blue "Continue" button that takes them to the page where they actually sign. I think removing the pdf and having the link take them directly to the sign page would make things exponentially easier for them and for our office staff. SumoQuote is great…

    1 vote

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  12. NSE Signing and Upgrades/Authorization Page Selections on Mobile

    1 vote

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  13. Be able to use the balance column as a filter in an invoice report

    Would love for the filters to be expanded upon in classic reports

    1 vote

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  14. Supplier in Canada

    Would like to integrate with any of the big 3 suppliers in Canada

    1 vote

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  15. Add end date to tasks created from automations

    1 vote

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  16. secondary sorting option for board settings

    Once jobs are sorted by days in status (descending), there’s no additional filter to refine that order further. As a result, the list may appear somewhat randomized within that status group. When you open a job or contact under that status, it will randomize that job within the same days' status when returning to the board.

    1 vote

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  17. Calendar customization

    I would like to provide some feedback on the Jobnimbus Calender. We have used quite a few different ones, and I think JN would benefit alot from giving more customizability to their calendars. Here are some ideas:

    Ability to change columns and rows to be for different data. For example, instead of having the time for the rows, we could have technicians listed by name
    Ability to chose what info displays in the breif description displayed on the calender
    Would be really cool if yall had a program that integrated that could be used as a timeclock. Currently, we are…

    1 vote

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  18. Calendar view access for Customers

    We would like our customers to have where they click a link to schedule appointments through JN (likely a CRM or business management system). We currently use Google Calendar and it would be great if our customers could do that within JobNimbus.

    1 vote

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  19. When duplicating an estimate, it should automatically update the date of the estimate to the current date

    1 vote

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  20. Signed date column on the financials page (First Look)

    Want to be able to see when the contract was signed at a glance. Having a column for that would be nice

    2 votes

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