General
873 results found
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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 -
Creating a job without requiring address
Logo would like to still create a job in JV2 without requiring and address
2 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 -
Track Products & Services through Insights and Classic Reports
Track metrics for Products & Services through Insights and Classic Reports
1 vote -
Build in Sections of Wall Tokens with Hover Integration
Having sections of the Wall Tokens builtin in addition to the Total Wall Area
1 vote -
Show Local Timezone on New Sales Experience Timestamps
Currently, signed New Sales Experience estimates display timestamps in GMT, which can be confusing to customers and third parties. Please update this to reflect the local timezone, or at least one in America, of the signer or account for clarity.
1 vote -
Team Business Hours for Calendar
Currently Setting the scope of our calendar is dependent on the Business Hours in the individual user profile. I would like the ability to set this for users or for my whole team. That way I can be sure everyone has the appropriate windows to view.
4 votes -
Profit Tracker to exclude taxes
Profit Tracker to exclude taxes from Planned and Actual Revenue
1 vote -
Add "Find Contact by Display Name" to Zapier Plugin
Please consider updating the Zapier integration to include a “Find Contact by Display Name” search option, similar to the existing “Find by Email” feature. This would make automation easier for workflows where Display Name is the primary identifier.
1 vote -
SumoQuote improvements on order editing - unable to open line item to edit to customize details specific to the job
Easily update the name/ description to add colors or other details such as where the item is coming from
1 vote
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