General
804 results found
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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 -
Create Email Groups for employees
Send emails to groups created in JobNimbus
4 votes -
Custom Status on Invoices
I would like to add a custom status for invoices to be "Written Off" instead of needing to cancel or void the invoice entirely.
1 vote -
SQ - Rounding Totals
It would be great to be able to round within the reports. Either the line items themselves, the sections, or even just the final total. This could be toggled on or off and could either be to the nearest dollar or up to the nearest dollar.
3 votes -
Products & services reflects Margin vs Markup choice in Estimate Settings
It is confusing to have products & services hard set to markup whereas the New Sales Experience can switch between margin and markup.
1 vote -
3 votes
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Emails can forward from one JobNimbus account to another
Right now emails can be forwarded from a personal inbox to a JobNimbus inbox, but it would be great to be able to send from one JobNimbus account to another
1 vote -
Edit Estimate Template Line Items
When attempting to edit an estimate template with the new sales experience, I cannot simply update a line item. I have to delete the line item, scroll down to the bottom, add a line item again, and then drag it back where I want it. I would like to just be able to modify the line items on my templates like I can on the actual estimates.
3 votes -
Check Mark Tasks on Home Page
Have the ability to check mark tasks on the home page
2 votes -
2 votes
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Work Orders to be in different colors
I would like the ability to create work orders in different colors.
2 votes -
Option to remove sales tax from insights
In order to more accurately see revenue, I would like my sales data to not show sales tax
1 vote -
Map view on Web
The mobile version of JobNimbus has a map view, but not the Web Version. Wish that would be added on web as well.
2 votes -
In depth reports data
Provide more detail reporting in Insights. Particularly budget line items within the report
2 votes -
When Editing Job Type, Something That Indicates the Previous Setting
When job type is updated, the status defaults to the first status in the workflow, without any indication. There is no way of knowing without exiting the edit screen what the status was before changing the type.
2 votes -
Internal Notes Estimate Conversion to Work Order
We used to use the internal note section of estimates to hold some information that was visible at a glance because it would carry through to work orders when we converted. Now it doesn't work that way, but we would like it back.
2 votes -
Budgets: Labor and Material Raw Totals
On budgets, I would like to see the raw total of all Labor items without margin/markup on a line and then on another line I would like to see the same for Material.
2 votes -
1 vote
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1 vote
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print
Print directly from the web page without having to go to another screen/tab or view a PDF. (especially for estimates and work orders
1 vote
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