General
804 results found
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Show DEBIT/CREDIT on Payments
Currently, when a card payment is processed via the JobNimbus Payments system it always displays in the CRM as a credit card payment under the financials tab. This makes it very difficult to track which jobs should display extra fees on their invoices or which jobs we should expect to see fees on in general when we are passing them to customer. Please update this and make sure it reflects in the classic reports as well.
2 votes -
Payment Status Update for Returned Payments
Currently, returned payments do not update the status of the payment in the Financials tab. This should be updated whenever a payment is returned so that it's more clear.
2 votes -
Symbility Integration
Would love more Insurance integrations like Symbility. https://www.symbilitysolutions.com/symbility-property/
4 votes -
Mention reports
The ability to create a report for @mentions in classic reports
2 votes -
debit cards vs credit cards
Would like the option to have the system choose to block debit card payments
2 votes -
New Sales Experience Templates Auto-Save
I would like an auto-save function when editing templates. There was a glitch, and I lost over an hour of work.
3 votes -
Automatically send invoice
sending out when it reaches a certain status would be nice
2 votes -
Change Order in Standalons SQ
Would like the ability to build Change Orders in SQ.
4 votes -
Tax comes over from SumoQuote standalone
right now line items come over but tax does not
2 votes -
Photo Attachments NSE (Non-Inspection)
Currently the only way to attach photos to NSE estimates is via the inspection page. Would be great if we could add them on a custom page as well, like how we can add pdfs to additional pages.
2 votes -
RoofScope Measurement Upload
Please add support for uploading RoofScope measurements into JobNimbus
2 votes -
QuickBooks fees handled differently
The current process for fee reconciliation with JobNimbus Payments and QuickBooks is very time consuming
3 votes -
Get payments immediately
Would be nice to get them even earlier, even within 24 hours instead of the next business day. Jobr had a feature where they could pay a %1 fee to get it immediately, so maybe something like that.
3 votes -
Make dropdowns easy
they are too easy to mouse off of and mess up
2 votes -
Ability to save templates for profit tracker
Get request for the ability to save a profit tracker template that would allow different commissions, salesperson, plan cost settings to all be saved on a template, so it doesn't have to be entered in every single time.
2 votes -
Automation to assign Job
Ability to create an automation that will assign a specific team member to a job when the status is modified.
2 votes -
NSE Email Activity Parity
Currently NSE related emails do not show in the activity feed. The open/click notifications are via email but also do not appear in the activity feed. Replies to that email seem to just disappear. This needs to work like all the other emails do. Activity in the activity feed included sent, replies, delivery status, etc.
2 votes -
Feedback - Task Reminders
One of the things I'd like my staff to do, especially sales and admin, is continually follow up with our clients. I'd like to request an easier way to set reminder tasks for users. I don't know exactly what or how yet but the creating tasks is several steps and cumbersome.
I would suggest looking at Pipedrive software features for this and see if JN can integrate some of those methodologies. It is very action focused software that doesn't allow you to forget jobs/clients/activites
2 votes -
Print P&S
It would be great if we could print our Products & Services List. With and without Hidden items.
2 votes -
Hiding Tax Subtotals
Logo wants to be able to hide tax totals and subtotals of NSE Estimate when Enabling taxes and adding taxes in Estimates
2 votes
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