General
970 results found
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Create recurring events on JobNimbus Calendar
Would like the ability to create recurring events in the JobNimbus calendar without having the Google Calendar Sync.
1 vote -
Ability to Create a Proposal without an Estimate
Would like to be able to create a proposal like an inspection page - be able to make one without generating a pdf
1 vote -
payment automation option to include percentages not just amounts
When adding a payment to an account, I want an automation trigger that will go off of how much of the invoice/estimate was paid. For example, we do 50% deposits regularly so it would be nice to be able to trigger an automation off of that.
1 vote -
Photos Names import with Photos
We worked so hard adding the descriptions to the photos, only to have the names removed on them. We also are not happy that the photos are not coming in in order. This adds a lot of extra work to our process
1 vote -
The ability to automatically calculate taxes based on the County & State of the Address listed in the system.
Taxes) The Tax field within the JN system needs the ability to automatically calculate taxes based on the County & State of the Address listed in the system. Other customer portals / platforms that we work with have that taxes auto loaded. The Address is entered & when you put a check in the tax box to include Taxes it automatically applies whatever that Addresses County & State tax is based on its predetermined tax bracket for that specific address. This is a HUGE time saver & the technology / preprogramming is out there as other platforms are currently using…
1 vote -
1 vote
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NSE Authorization Page Replace Line Item
With NSE we can set the options within Quote Details pages to build off of each other or to be their own individual quotes that do not relate to each other. However, the ad-ons that can be created in the Authorization page are not able to be set to replace anything within the quote. It would be great if we got the ability to sort of map the upgrades to which line item they would replace.
3 votes -
Adding Additional Inspection Section
Would like to add another Inspection page or section to the Inspection page.
1 vote -
1 vote
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1 vote
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Estimate Name to be Job Name
When we create estimates using the New Sales Experience, we would like to be able to set the Estimate Name to automatically match the Job Name.
3 votes -
Financing Integration for Slice
Need Slice as an option because they have better rates than Sunlight Financial
3 votes -
Highlighted areas in the general customer profile
Could we have certain fields in the customer profile be highlighted? See the attached example.
2 votes -
Upload Size Limit
Sometimes, the files we upload into JN are really large but there is a 100MB limit. It would be great if we could adjust this.
3 votes -
The ability to remove photos from NSE Estimate Inspection page directly
Work around is to remove the photo from the job, however removing the photo from the estimate page if needed instead of the job would be useful.
1 vote -
Nesting tasks
To be able to nest sub tasks inside of tasks
1 vote -
Activity report
To allow the activity report to filter by specific jobs
1 vote -
1 vote
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Automation that will convert fully signed estimate to a Work Order.
Would like to have the ability to set up an automation where once the estimate is fully signed, it will trigger to create the work order off of the estimate.
1 vote -
1 vote
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