General
1060 results found
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Budget Line Dates
We need to have dates for the lines on budgets so that we can tell when things are added to the budget and paid on.
2 votes -
Support for Encoded Special Characters
Within the estimates on the New Sales Experience we have been trying to list 1/3 as the single character ⅓, but it is not supported on the PDF view and just displays as a blank space. So "⅓ due at signing" in a description on the estimate becomes " due at signing" on the pdf. We would love to have encoded character support added to the pdf view as well.
2 votes -
SumoQuote Contact Export
It would be great if there was a way to export all of my contacts into a spreadsheet.
2 votes -
Ability to create a specific Contact List by type within Jobs V2
Ability to create a specific Contact List by type within Jobs V2
2 votes -
Custom Payment Type
Besides the default payment options, It would be nice to be able to add custom payment options when adding in a payment in JobNimbus.
2 votes -
Financing For All Estimates
Currently, with the New Sales Experience, financing needs to be enabled per estimate. It would be best if we could enable it for all estimates to give the option to our customers and reduce excess work on our end.
2 votes -
Create task that will assign the task to the time zone properly.
We are a company based out of Salt Lake and create tasks for our team in Arizona. Arizona does not have Daylight Savings time. We need the ability to set a task according to their time zone., and not have to create it for an hour later for it to show up properly for the Arizona team.
1 vote -
Separate calendars by location
This would make things easier
1 vote -
Ability to filter maps by status.
Feature request to filter maps on mobile by the status of the job or contact.
1 vote -
Edit/Duplicate Buttons - Adjust the menu UI
We are having repeat situations where staff are trying to click "Duplicate" on a job and accidentally click "Edit". Both screens look nearly identical. Just looking to see if this can be modified.
1 vote -
1 vote
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Ability to view the tax on the upgrades option on the signing and upgrades page
Even though the estimate details page shows the tax, the signing and upgrades page does not display tax directly on the estimate. It would be nice if this were implemented so it could be visible from the PDF of the estimate and the customer wouldn't have to get all the way to the signing portion.
1 vote -
Ability to see tax amount on upgrades in the "Signing & Upgrades" page
The estimate details page has the ability to seed the tax on the amount listed there, but the upgrades in the signing and upgrades page do not. This feature request is to have the tax listed there as well for those upgrades.
1 vote -
1 vote
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2 votes
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Homeowner Estimate Question Without Sending Attachment Back
Currently with the New Sales Experience, when a customer replies to the signature request with a question it emails us the attachment again, which attaches it to the job record. This creates duplicate documents. It would be better if there were a button so the recipient could raise a question with the estimate and not attach it to the email again. Or if the system could recognize the document is the same and not attach it to the email.
2 votes -
Allow Secondary Signature From JN Record
When we add a team member as a secondary signer to an estimate, we can only execute that second signature via the emailed link. However, the job activity feed only has a link to the PDF. It would be more efficient for us if we could choose to sign any estimate pending our signature from the job or estimate record itself. We can do review and share > sign now if we are the first signer but this does not allow the homeowner to choose options.
2 votes -
Invoice Receipt pull location off of job
We need the invoice to pull the location off of the job. We will have multiple jobs associated with a contact and want the invoice receipt to match up with the location of the particular job. The system now is confusing to our customers when they receive a receipt, and it has a different location on it from the actual invoice they receive.
1 vote -
1 vote
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1 vote
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