General
892 results found
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Paid online comprehensive training for JobNimbus outside of professional services
Beyond professional services, if there were online training that is more comprehensive that people could purchase and refer back to.
3 votes -
Ach discount option
Want to be able to give a discount automatically when someone uses ach payment
4 votes -
Task Assignments to Estimators/Custom Fields
We have a custom field for jobs that lists the team member who is the estimator. It would be great if tasks could be assigned to that field. For creating a task the assignee field could have that option instead of just the literal names. Especially for automations. That would allow us to auto assign the task to them as well as to other role types that we create that way. Or if there could be another way to mark and auto-assign estimators and other roles like sales reps. "Sales rep" is an option on automations that create tasks, but…
3 votes -
Support embedded links on estimates
would like to show customers videos directly on the quotes - that is, clickable and won't close the estimate when they open it
2 votes -
Estimates Pending Signature Total For Board Columns
We are able to do {{last_estimate}} on board cards, which is great. But we would like to be able to do the same for the options for the column totals.
2 votes -
NSE PDF's to be fillable
It would be great if the PDF's we insert into the New Sales Experience Estimates were fillable by the customer. Or at least if when we do a custom PDF page and insert a fillable PDF that ability would transfer to the version that sends.
3 votes -
4 votes
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NSE One Page Quotes
We liked the legacy estimates because we were able to get our logo, the estimate information, and the customer signature all on one page. With the New Sales Experience, our logo goes on the cover page with some other stuff, the line items go on the Estimate Details Page, and the customer's signature goes on the Authorization Page. As a PDF, the new estimates are nice, but we operate in a rural area with lots of clients who prefer physical copies. We would love a way to get a one-page estimate with the logo, line items, and signature all on…
2 votes -
2 votes
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5 votes
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SQ Integration with SVC Financial
Would like to have an integration with SVC financial such that customers have the ability to click and apply for the financing directly.
2 votes -
Zip Code to Fill City/State with Enhanced Jobs Experience
The previous job experience would auto-fill the City and State when we entered the Zip. After the switch to the Enhanced experience, this does not work. We need this feature back because it speeds things up.
2 votes -
2 votes
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Require Internal Notes
It would be great if we could make internal notes required for estimates etc
3 votes -
Notification to alert you if your certifications are expired
It would be cool for JobNimbus to alert you when your different certifications and licenses are expired or close to expiring.
2 votes -
2 votes
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Engage Tags/Show Job Statuses
When working within Engage, there isn't any data that references where the jobs are in the process. It would be great if there were a way to view all of a certain group of jobs in the Engage view. This could be tags, or even just displaying the job status etc. That way you don't have to go back and forth between the board and Engage to know who you need to text.
2 votes -
New Sales Experience API endpoints
We only use New Sales Experience estimates, not legacy
4 votes -
Auto convert estimates to invoices
Currently, when a client signs a contract, JobNimbus automatically sends them an invoice link to make a payment — which is great. However, the system does not actually create an invoice or convert the signed contract into one. That step still has to be done manually, followed by applying the payment that was already made to the newly created invoice. This leaves too much room for oversight and unnecessary extra steps.
Ideally, the system should:
Automatically convert a signed contract into an invoice.
Automatically apply any corresponding payment (like a deposit) to that invoice.Having this process handled behind the…
2 votes -
Show invoice # and estimate # when creating them
Visualize the Invoice # and/or the estimate # when creating an invoice or estimate.
2 votes
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