General
867 results found
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Profit tracker x insights permissions
Right now if someone has the ability to see Insights they can see profit tracker, which is inappropriate when we just want them to see their sales
1 vote -
1 vote
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SumoQuote - CompanyCam Tags Visible
You can add tags in CompanyCam, but there is no way to see those when selecting your photos via the integration. It would be great if those were displayed to make it easier to find the ones we marked in CompanyCam.
6 votes -
Would like to hide incomplete tasks on web and mobile
To declutter the calendar
1 vote -
Custom Push Notifications iOS
On iOS, we would like to have the ability to customize the notification messages that go out. Task Assignments, for example, show who assigned and that it was a task, then show the 1st line in the description and the task type. A way to change that formatting would be fantastic.
3 votes -
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
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