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JobNimbus Feedback

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858 results found

  1. 1 vote

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  2. Customize Work Order Cards on Web Map

    Would like to be able to customize the work order cards that appear on the web map that you access through the calendar.

    2 votes

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  3. 2 votes

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  4. More customized titles for team members

    Custom field for job titles for team members, that will line up with automations better. We don't want to have to change who an automation is sent to every time we hire or fire someone. It would be great to just be able to set the automation to send task to Sales team and tag someone in it, rather than having to assign specific emails tasks etc, to certain people.

    2 votes

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  5. HR software besides Quickbooks

    Something to keep confidential reviews and pay raises or termination paperwork.

    2 votes

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  6. Be able to view the margin percentage on an estimate after it is sent to the customer without having to edit said estimate.

    Currently after an estimate is sent to a customer to sign the only way to say margin percentages, markups, or information similar is to edit that estimate which makes it invalid for the customer, or duplicate the estimate and go into edit that one.

    1 vote

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  7. Alphabetized sales tax

    Right now it might be ordered by date added, but it would be easier to find alphabetized

    1 vote

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  8. "Change Order" Update Fully Signed Estimate

    Would like to update an already approved estimate to add additional job costs and have an automation where a change order email sends to the customer requesting the additional payment

    1 vote

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  9. Ability to convert NSE without signature

    Currently has to have estimate signed in order to convert to invoice, but does not really work because people prefer physical signatures, so i have to create invoice manually.

    13 votes

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  10. 1 vote

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  11. Insurance information in New Sales Experience

    You can fill it out with SumoQuote, but not in JobNimbus

    1 vote

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  12. No email required for signing estimates

    This user does not email their customers and would like the option to omit the email address when marking an estimate as signed

    1 vote

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  13. Option for manual payment when collecting a deposit

    When collecting a deposit on site, instead of only allowing CC transactions, they would like to see the option to log a physical payment like cash or check

    1 vote

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  14. ability to send the sales rep or assignee and subcontractor the estimate from the "email estimate" page

    When you click the 3 dots and email the estimate the the customer, you no longer have the option to add your sales reps anyone else without typing out their email

    1 vote

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  15. 1 vote

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  16. Layouts permissions

    Logo is looking to limit visibility of estimate layouts. Specifically, he wants to ensure that if someone is a subcontractor, they can only access and create estimates from a specific set of layouts, rather than seeing all layouts the admin has created.

    1 vote

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  17. Estimate Viewed Counter JN/SQ

    We have notifications for when an email is opened. It would be great if we also had a counter for how many times it has been opened.

    2 votes

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  18. CompanyCam to Sync the JN Assignee as the CC Project Owner/Assignee

    Want to have the projects created in CompanyCam via integration automatically assign out based on the assignment in JobNimbus

    2 votes

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  19. Team Activity Tracking for Admins

    Would like to see data tracking for things like logins, downloads etc.

    2 votes

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  20. Default Related to OFF iOS

    Currently on iOS, the "Show Related" toggle defaults to ON. We would rather have it defaulting to OFF. Or maybe just make it an admin setting so we can adjust at the account level?

    2 votes

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