General
709 results found
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Change "Estimate" to "Quote"
I want my quotes to reflect that they are not subject to change. "Estimate" implies that it could vary, and I know I can change the header/title on the estimate to be "Quote" but I need all instances of the word "Estimate" to become "Quote" like the "estimate total" at the end of the doc.
2 votes -
Different quantity calculations for the same line item, but in different sections of quote details in nse.
Customer notes that labor calculations are not always straight forward in their industry, and being able to have the same line item in multiple sections of the quote details page, but have the abillity to apply different quantity calculations to these different sections, would drastically cut down on the various labor line items he currently needs to save into the system to accomplish this task.
2 votes -
Offer tiered subscription options
Provide tiered subscription options for smaller companies that would prefer to use a basic functionality of the CRM without the additional updates/upgrades that are weatherguardkeri@icloud.combeing made.
1 vote -
Estimate Signed Status
Be able to manually change the signed status, so if printed and signed via paper the logo can change the signed status
2 votes -
Just showing the Quote subtotal to customer in New Sales Experience
Logo would like to hide the taxable subtotal, HST and the total from the customer in NSE
1 vote -
Bulk Work Orders
It would be really helpful to be able to download all work orders for a specific sub at one time. That way I could send the subs all the work orders for the upcoming week.
1 vote -
2 votes
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Upload through Google Docs
Add the option to upload documents from Google Drive
1 vote -
Mobile - Adding job to contact option to link address
When adding a job to a contact via the mobile app bring back the function to link the contacts address rather than manually typing in the address or searching the address by the search feature.
1 vote -
Save Drafts and Preview Email
When creating emails, it would be nice to be able to save drafts and also be able to preview before sending.
1 vote -
Customize Built In Job Report on Jobs V2
In previous versions of JobNimbus, where contacts and jobs were available as menus in the top left corner, there was an option to look at the "list" view of the contacts or jobs.
The three dots in the top left corner allowed you to customize the built in report. Then you could add this built in report to the home dashboard.
Now in Jobs V2, there is only a Jobs menu. If I go to Jobs, then go to the top right corner, there is a contacts button that I can click on. This takes me to a list view…
1 vote -
1 vote
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Customer Input Fields
Proposal would be perfect if it included a section that allows the client to type in notes instead of having to have to use an additional 3rd party service. The same goes for the New Sales Experience.
2 votes -
2 votes
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Default payment method set on Invoices
Invoice should be able to have a default payment toggle.
1 vote -
Please incorporate feedback ai so our JobNimbus issues can be more easily accessible.
Unwraped.ai and similar companies have ai that syncs with customer feedback, like this one, so our issues are actually heard and can get properly categorized. The system you have in place is outdated and not user friendly. I have
1 vote -
EagleView/Hover - On the same line in settings
It would be nice if I could merge or have multiple 3rd party apps all in the same menu instead of separate menus in settings
2 votes -
EagleView - Ability to choose what documents upload by default
It would be good to have an option to choose what documents upload from EagleView to JobNimbus documents section. I don't need the Property Owner report or json file.
2 votes -
Locking Documents on Jobs/Contacts
Logo wants the ability to be able to lock a document on a job/contact so that it does not accidentally get sent outside the company.
1 vote -
Remove signing link when BCC salesperson
Customer notes that for a lot of companies it's not a big deal but essentially when BCCing the salesperson (when sending a quote for signing) the signing link is also included to the sales person.. Customer notes that a shady sales person could then sign "for" the customer without their consent.
1 vote
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