General
1067 results found
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Contact details drawer customization
Would like to see an option to collapse the contact details drawer upon opening a job
1 vote -
1 vote
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Automation expanded conditions
Would like to see automations include more trigger conditions, i.e; job/task start date/time
1 vote -
1 vote
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SQ Standalone - More than 3 Quote Options
I would like there to be more than 3 quote options for Quotes made in SumoQuote Standalone. Currently there can only be up to 3.
10 votes -
Manually set or update job Sold date
We would like the option to manually change the job's Sold stage date to fix inaccuracies in reporting or mistakes when a stage/status wasn't changed at the correct time.
1 vote -
Allow Lead Source on jobs to be edited through API calls or automations.
PLEASE let us set the lead source from tools like Zapier. JobNimbus has changed the way Lead Sources work and is now set up perfectly to where customers should be able to automatically set it.
P.S. - STOP MESSING WITH ALL OUR TRACKING METRICS!!
1 vote -
Double Enter ACH Information
When ACH payments are put in, and the customer put in incorrect account or routing information the return causes an enormous headache that has made people churn from JobNimbus Payments.
3 votes -
Specific EagleView Structures
Have the option to choose a specific structure from an EV report with multiple structure options.
1 vote -
Adding photo to contact when using Jobs
We would like to be able to add one photo to the contact even though we use jobs as our main stream for the progress. It lets us know that the Sales Rep has been out to the house and we use that as a place holder for the job before it is 'sold.'
1 vote -
add filter in classic reports that sorts by surcharge
Would be nice if we could filter job report to show how much surcharges were charged to the job
1 vote -
1 vote
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1 vote
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Newsletter for AssistAI updates
We would like to be kept up to date
1 vote -
Stop opening new tabs
With the New Jobs Experience, when you click on an invoice or an estimate, it opens up a new tab. Every time. Before, you would just click into what you were clicking on. As someone that uses JN 40 hours a week, it has quickly gotten very annoying.
1 vote -
JobNimbus Card reader
Would like to have an on-site card processing solution to avoid manual input
1 vote -
1 vote
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5 votes
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Make contact info text easier to read V3
Contact text at the top of the new experience is hard to read at times as they are all hyperlinks.
2 votes -
2 votes
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