General
873 results found
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Complete Tasks Via Automation
Would like the ability to have the action of an automation complete a task.
2 votes -
Ability to see the dollar amount requested for the deposit when a percent is entered.
It isn't currently possible to see the actual amount that was requested for a deposit when a percentage is entered. It would be nice to see this directly when creating the deposit.
2 votes -
2 votes
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Zapier JobNimbus Action to Create Estimate
We'd love to have a built out action for the Zapier integration to create an Estimate. That way it doesn't have to be a custom request.
2 votes -
Insights data via API
It would be great if we could access Insights data via API. Stage data and rates etc.
2 votes -
Job Lookup via Zapier
There are many options when using the JobNimbus option in Zapier, but there is no lookup for Jobs. We would like this option.
2 votes -
Tags or other Identifiers for Estimates on Mobile
On mobile, you can just see the estimate numbers before clicking into the estimates. It would be great if we could have some more obvious identifier to mark what is what when we have multiple estimates or kinds of estimates.
2 votes -
Financials User Interface
Logo would like to navigate back to a job more easily after creating a document in the Financials tab; the only options are to go back to contacts, Logo has to lookup the job again
1 vote -
Ability to see customer's info in calendar by hovering mouse over customer info
While office admin is scheduling jobs it would be very helpful to be able to see customer's info on jobs currently in sales reps calendar's. Currently you can click on customer and see info on side of screen, but then you need to exit and click on the next. Would be great to hover over current jobs to see address and see how new customer fits into schedule without a bunch of back and forth.
1 vote -
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 -
Token ID for estimate ID in estimates settings
Want to be able to add additional tokens/template fields for estimate layouts. Specifically Estimate ID
1 vote -
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 -
Product details on the authorization page
Display product name on the auth page when adding upgrades
2 votes -
debit cards vs credit cards
Would like the option to have the system choose to block debit card payments
2 votes -
Integrated Time Tracking for Job Costing
It would be incredibly valuable to have a time-tracking feature in JobNimbus that allows employees and managers to punch in or manually enter labor hours directly each day. This would streamline job costing by tracking labor costs more efficiently without relying on third-party software.
Key benefits:
- Integration with popular payroll and accounting software like ADP and QuickBooks.
- Ability to export hours seamlessly for payroll processing.I’d gladly pay extra for this feature as it would save significant time and simplify tracking labor costs, which is currently cumbersome and expensive through third-party tools.
Thank you for considering this!
3 votes -
estimate options auto fill with previous option line items
Would like to see the line items offered in the first estimate option, in secondary options within the same estimate
1 vote -
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 -
Choose which phone number to call from
Ability to click call on a contact and then choose which number you want to call from.
3 votes
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