General
867 results found
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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 -
Creating a job without requiring address
Logo would like to still create a job in JV2 without requiring and address
2 votes -
Multi-Building Estimates in a Single Estimate
I’d like the ability to create a single estimate that includes multiple buildings (like a house and a garage) with separate sections the customer can view and optionally include in their bid. Currently, we use the "Good / Better / Best" format for upgrades, so it can’t be reused for building separation. Expanding the number of quote option pages or allowing a 4th or 5th option with the good/better/best would streamline our workflow and make the estimate clearer for the customer, without requiring separate estimates for both the separated garage and residential roof on the same job.
1 vote -
Automation Delineated by Document Type Signed
Run automations depending on what document type is signed. Use cases:
- Move status to "Signed" when "Contract" document type is fully signed.
- Alert Accounting
- Alert Sales rep with Zapier Automation
- Alert Sub with Make.com Automation
- Generate webhook for Zapier/Make/N8N when a change order is signed alerting all parties to halt and pivot.
- When Media Release is signed, Add call task for Rep to perform.
- When employee offer letter is signed, add them to JobNimbus, Google Workspace, Trainual with Zapier/Make/N8N
Right now, you can get a notification that a document is signed, but we can't automate around the document type or…
1 vote - Move status to "Signed" when "Contract" document type is fully signed.
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multiple estimate options
Would like to see the ability for more than 3 estimate options per doc
1 vote -
Ability to create a supplement associated with an existing insurance job/estimate.
Clearly delineate supplemental costs from the original estimate in job records.
Notes for justification (e.g., photos, insurance adjuster notes)
Tracking of approval status (e.g., pending, approved, denied)
Integration or export to insurance documents or PDF summaries
1 vote -
SumoQuote Invoices to Sync to QuickBooks
SumoQuote Invoices to Sync to QuickBooks
1 vote -
Estimate completely optional, only signing and upgrades
Want to send a special quote
1 vote -
1 vote
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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 -
Title of the job to populate in the email notifications to subcontractors.
Having so many emails from JN to the subcontractors with not context of what job they are looking into from their inbox is daunting. Would like the email description from the inbox to have some reference to the job so that subcontractors can more easily find a particular job they are working with.
1 vote -
New Sales Experience API endpoints
We only use New Sales Experience estimates, not legacy
4 votes -
Signature not required
We don't want to have a signature or the signing and upgrades page
1 vote -
1 vote
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