General
987 results found
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Able to nullify contact start dates
When a start date has been created, and it could be inaccurate, we would like to be able to nullify the start dates, possibly through API
1 vote -
1 vote
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Add more to JobNimbus' CSP to allow wisetack
Right now it is rather restrictive. Please add at least *.texasselectfencing.com to the list of allowed domains. See Hubspot ticket: https://app.hubspot.com/contacts/3409122/record/0-5/18860574367/
1 vote -
Notes in profit tracker
Want to be able to add notes in profit tracker like invoice numbers from supplier purchases
1 vote -
Download templates
The ability to download templates to PC
1 vote -
AI use for documents
It would be amazing if JobNimbus could integrate AI or OCR (Optical Character Recognition) technology to process documents, such as Xactimate reports. The feature could allow users to upload a document, and the system would intelligently extract relevant data to automatically generate material POs, estimates, or invoices.
This functionality would save time, reduce errors, and improve efficiency, especially for businesses handling a high volume of insurance restoration projects.
1 vote -
Dedicated Email Tab and UI
A dedicated email view within JobNimbus, similar to the Engage tab, but for emails.
2 votes -
1 vote
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1 vote
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Be able to get rid of not present option on forms
want to be able to get rid of the option of "Not Present" when creating a picture option on forms so that employees cant bypass and skip out on taking pictures
1 vote -
Engage - Ability to update the phone number to the correct contact.
Phone number was associated to the wrong contact and text message was sent. Phone number has now been updated to the correct contact but the conversation is still showing under the incorrect (original) contact and when creating a new text message under the contact where that number is not associating to, it defaults to the old (wrong) contact.
1 vote -
Multi line column
Columns in boards be allowed to display longer names in multiple lines
1 vote -
New Sales Experience Sales Rep CC'd
Being able to remove the Sales Rep CC'd in NSE.
3 votes -
1 vote
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Custom insight reports
Requested to include all sales data in a single report, including material cost, labor costs, balance, etc.
3 votes -
Page numbers on the pages.
page numbers on docs
2 votes -
1 vote
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EagleView Tokens For Each Slope Area
The EagleView Integration can pull total roof area and have it function with tokens and calculations instantly. However, it cannot differentiate slopes. This data is included in the reports and it would be great if the system had tokens for area of each slope such that we could have them pull automatically. Industry standard is 0/12 and 1/12 are flat, 2/12 and 3/12 are low 4/12 through 6/12 is standard and steep is 7/12 +. Not every product needs tp be purchased the same way so the best solution would be if the integration could pull the area of each…
2 votes -
Not Happy
I am really unhappy with JobNimbus since this update has taken place. My screens take forever to load or won't load at all. I am constantly having to refresh my screen to get photos to show. It freezes up all the time and I am getting charged more for it! How long will it be before the bugs are worked out???
3 votes -
Add the related tab to Payments in financials.
I want the ability to see all payments made to all jobs on a contact.
2 votes
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