General
1297 results found
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1 vote
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Export Lead Sources
I would like to be able to export the list of lead sources. I can add/hide/edit/delete, but not export the list.
1 vote -
1 vote
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Integrate HOVER to be used by the mobile app
It would be nice if we could send reports to HOVER from the JobNimbus app so that we can get the orders in as quick as possible by our sales reps. Currently, the sales rep on site with the customer doesn't have the ability to order through JobNimbus from the app, but they need to make the capture order when they are on site so they can close the customer.
2 votes -
1 vote
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Provinces for Team Profiles
When I attempt to add a team member with Canadian and International Support enabled, it only populates a list of states in the team member's profile and not provinces.
1 vote -
Share All Photos Only
Would be great if there was an option to simply send all photos options, not including the Job details. Currently in CompanyCam, we can simply create a link to send all the photos makes it very easy. From what I’m finding with the photos and options you have to manually click the pictures you want. This seems a little tedious, wondering if there’s a way to create a link like they do and Company Cam?
1 vote -
The ability to auto-save to avoid progress loss from glitches.
The ability to auto-save to avoid progress loss from glitches.
2 votes -
Automations to Change Work Order Status
Would like to be able to Work Order status as an option in the actions of an automation. For now, actions can update contacts and jobs, but it would be helpful if it could update the Work Order too.
1 vote -
Easy to Change Payments Account
Within the Payments Portal, when attempting to change which account is the primary account, there is no easy way to do this. The First account is stuck as the primary. So instead of just switching which is which, I have to edit them to change them. But then it creates a duplicate conflict, so I actually have to change one account to something else before I try to change it to the intended account. Then I have to change the secondary account to the correct account too. So there's just a lot of extra work.
1 vote -
Wisetack Integration
Would like to have an actual integration with Wisetack so I can handle it from within my JobNimbus account
1 vote -
Board card assignments - Ability to choose upon creation
When creating a job/contact having the ability to choose who will be assigned to the card in the boards. Or the ability to choose a default of who it will show it is assigned to
1 vote -
1 vote
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Allow decimals in budget
I want to add the decimal percentage to the commission line on a budget. This was particularly requested in the mobile app.
1 vote -
Show photos, documents, etc when assigning work orders
Having the ability to choose to allow a rep/team member not assigned to the job/contact to access certain photos, documents, ect when being assigned to work order. When assigning the work order having the ability to check what they can access similar to when sharing a contact/job with a subcontractor.
1 vote -
Simplify the New Sales Experience Estimate
I would like to be able to create a one page estimate for the insurance company to view. Right now, for my company, I need to send just one page to the insurance company, but I need to include my company details with a cover page.
1 vote -
Multiple HOVER accounts
We are currently integrating with HOVER. Whenever an employee orders a HOVER from JN, it goes to one HOVER account. We want all employees to have their orders linked to their own HOVER accounts.
1 vote -
Training new employees at no additional cost
An option to provide training for new employees to a company at no additional cost.
1 vote -
Exclude primary contact from payment receipt
The ability to exclude the primary contact from a payment receipt made in JobNimbus. Also have the ability to add who you want the receipt sent to
1 vote -
Ability to sort Company Location list.
It would be very helpful to have the ability to sort the Company Locations list.
1 vote
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