General
946 results found
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JobNimbus Marketing in Mobile App
I would like to be able to access the "Marketing" tab in the JobNimbus mobile app.
2 votes -
Add Recording Playback Options for Assist AI
When listening to Assist AI calls, I would like to be able to fast forward, skip, or have a slide bar to adjust what I'm listening to.
2 votes -
Add Email Address with Assist AI
I would like to be able to collect email addresses with the Assist AI agent and have those emails populate in the contact record.
2 votes -
Display Other Trades NSE
In SumoQuote, the cover pages have a section that you can edit to inform the customer of other trades you can help with. In the New Sales Experience, the cover page designs that can be chosen from display that data, but the system does not have anywhere to actually manipulate it. We would like this feature to be built within JobNimbus so that NSE reflects the functionality that the designs imply.
2 votes -
Exclude Sales Rep Assignments from SQ Project Search
In SumoQuote Standalone, when searching the project list for a name it currently includes results where the assigned sales rep has a matching name. This makes it tricky when searching for common names if they happen to be shared with a sales rep. It would be great if this could be made to exclude this, or at least to make it a toggle.
2 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 -
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 -
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 -
Insert template field for the First name only of a sales user
There is no template insert field to only insert the first name of a sales user. There are options for Primary contacts to insert only first or last names, and each user in JobNimbus for their profile has a first name and then a separate last name field they fill in when setting up their profile, so it makes sense to allow the same options for inserting fields for sales users in email templates.
3 votes -
3 votes
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Send estimates/invoices to a primary and secondary email
Allow emails to populate with primary and secondary emails for the recipient
2 votes -
Maintain manual edits
When suppliers send over incorrect information it shouldn't immediately overwrite the price if we have put in what is correct.
2 votes -
Turn off ability to enter under contact
Toggle so that team cannot add notes to the contact, only the job.
2 votes -
Creating a job without requiring address
Logo would like to still create a job in JV2 without requiring and address
3 votes -
Automation to assign Job
Ability to create an automation that will assign a specific team member to a job when the status is modified.
4 votes -
2 votes
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@ group mention
having the option to create a group option for mentions
6 votes -
1 vote
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Separate Notes Tab in Job
Would like a separate tab to be available for Notes to better filter Activity.
1 vote
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