General
948 results found
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Review Filter
Review Management Funnel Email Automation: When a job is complete, rather than sending the customer a direct link to our google business page, I would like to set up a funnel that only directs 4 & 5 star reviews to Google and directs all lower reviews to a form where the customer can explain what went wrong which will then just be sent to our team internally to handle and not effect our Google reviews.
A calendar that can be included on our website or other ad funnels that shows the available dates and times that a customer can book…1 vote -
1 vote
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Reference Specific Invoices in Email
Our process sometimes involves having multiple invoices open on the same job. We use JobsV2 and try to use Template Fields as much as possible. However, there isn't a good way to specify certain invoices using the available Template Fields. It would be great if there was a way to designate this so we don't have to manually update the emails before sending.
2 votes -
Mixed Type Forms
I would like the ability to make mixed type forms, such as photos and checklist.
2 votes -
Financials/Products & Services to 4 Decimals
For insurance, we need our estimates to exactly match the Xactimate estimates that come in. However those estimates go to four decimals on everything so we need to be able to go to four decimals on our products & services, line items, taxes, and totals to be able to match.
2 votes -
Edit Totals Estimate/Line Item
Need to be able to Edit the total of an invoice or the total of the line items directly. We work with insurance that uses Xactimate, and need the line item quantities line item totals, and final total to all match, however, they use up to 4 digits after the decimal so we cannot do this currently.
2 votes -
Sign Off on Color
Want to have estimates show color options to the homeowner so they can sign off on their choice.
7 votes -
adding cc on estimates
the ability to CC users or other contacts when sending an estimate
1 vote -
1 vote
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More measurement tokens from Hover
Level and Sloped Frieze Board
Opening Perimeter - Tops/Sides/Sill
Level Starter1 vote -
1 vote
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Partial invoice
Be able to turn off the ability to pay partially
1 vote -
Empty descriptions to remain empty
Line items with no description are duplicating the item name. Requesting that this does not happen
1 vote -
1 vote
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View Company Photos on Web
View all photos uploaded into JobNimbus
1 vote -
Ability to Add Contact with Jobs V2 Nav Bar
With legacy jobs and contacts, when you click the plus button at the top, you used to be able to do "Add Contact" and "Add Job" and "Add Task", but with Jobs V2, it is only "Add Job" and "Add Task". I would like that ability back, please.
3 votes -
1 vote
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Company Logo on every estimate page
Add company logo to every page of an NSE estimate
2 votes -
Add Tasks to Contacts when using jobs
please add back tasks to contacts (to show all tasks in the contact view. I create contacts regularly without requirement for a job. When I open a contact I wish to see contact-related tasks in one and same view.
It has become overly cumbersome to be required to go out of the contact to see / manage any tasks for that contact. Much better to remain on the same page to manage, create, etc. How can a feature request be made?2 votes -
Delete Documents Requested for Signature
Being able to delete duplicate documents that are sent for signatures
2 votes
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