General
783 results found
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Jobs Folder - New Feature in JobNimbus
It would be awesome to have a Folder Feature in JobNimbus.
Basically, you'd have the option to add specific jobs to a Folder and only specific people with set permissions can access that folder.
I know there is the groups feature, but that isn't what I am looking for. A Folder would be a great way of having a visual representation of jobs that only specific users have access to.
1 vote -
Job mapping
Within the jobnimbus app, allow your jobs to map together to build a route
1 vote -
Copy Workflows from Contacts to Jobs
Would like the ability to move workflows from Contacts to Jobs without having add all the statuses manually
1 vote -
Custom Templates for other types of work
Would love the ability to have templates for other types of work. We primarily do roofing and siding, but are branching out to painting, painting templates would be a great addition to JobNimbus!
1 vote -
Insights report formatting
We need the Reports on Insights to have the total sum show at the bottom and all the columns to show up when exported as a file. Currently, the totals are missing and the columns are all mixed when the report is exported. If it were neatly formatted, it would be more user friendly for our meetings that we run.
1 vote -
Printing Calendar from JobNimbus
Would like to print the calendar in a readable font directly from JobNimbus for a specific month.
1 vote -
Default Assignee
Would love to be able to designate an assignee regardless of who is creating it or what other assignees are being added.
2 votes -
Warn About Unsaved Changes Before Leaving Budget
Currently, Budgets require manual saving but can be exited on accident. It would be great if there was a pop-up that would stop you from closing it on accident.
2 votes -
Budget Line Dates
We need to have dates for the lines on budgets so that we can tell when things are added to the budget and paid on.
2 votes -
Support for Encoded Special Characters
Within the estimates on the New Sales Experience we have been trying to list 1/3 as the single character ⅓, but it is not supported on the PDF view and just displays as a blank space. So "⅓ due at signing" in a description on the estimate becomes " due at signing" on the pdf. We would love to have encoded character support added to the pdf view as well.
2 votes -
SumoQuote Contact Export
It would be great if there was a way to export all of my contacts into a spreadsheet.
2 votes -
SQ Standalone - Hover Integration Sync 3D Model Visualizer Link
Whenever a Hover report is created, it also produces a 3D model of the house and it allows the customer to play around with color choices and different products. It creates a link to the 3D model which we copy and send to the customer. We would love a way to customize a page that will have the specific customer’s link to their 3D model. Or have this fill somehow from the sync.
2 votes -
Ability to create a specific Contact List by type within Jobs V2
Ability to create a specific Contact List by type within Jobs V2
2 votes -
Custom Payment Type
Besides the default payment options, It would be nice to be able to add custom payment options when adding in a payment in JobNimbus.
2 votes -
Financing Show All Options on Estimate
Currently, with the Sunlight Financial Integration on the New Sales Experience, can only provide one financing option at a time. It would be better if we could just have it show all the options, and the customer could then choose. This would reduce the time for us and allow the customer to make that decision themselves.
2 votes -
Financing For All Estimates
Currently, with the New Sales Experience, financing needs to be enabled per estimate. It would be best if we could enable it for all estimates to give the option to our customers and reduce excess work on our end.
2 votes -
Edit Products and Services
Would like the ability to edit Products and Services list. Bulk Edit.
1 vote -
Create task that will assign the task to the time zone properly.
We are a company based out of Salt Lake and create tasks for our team in Arizona. Arizona does not have Daylight Savings time. We need the ability to set a task according to their time zone., and not have to create it for an hour later for it to show up properly for the Arizona team.
1 vote -
Separate calendars by location
This would make things easier
1 vote -
Photo markup on desktop
Would like to have the option to do photo markup on the desktop like you can on mobile
1 vote
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