General
1067 results found
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Larger Description Boxes when Duplicating Jobs
When duplicating a job, the description box is small. It would be great to format the box differently or be able to add more lines so we can better organize and read the information.
1 vote -
New Jobs Experience Email Attachment View
We use to be able to see the attachments in the activity tab when we sent emails out. On the New Jobs Experience, we have to click into the thread to see that the attachment is there. We would like to have the old application back, we don't need to have to click more to see what is included to the email thread.
1 vote -
2 votes
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board cards
Would like the ability to display who the sales rep is in the icon in the bottom right of the job card instead of the assignee by default
1 vote -
1 vote
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A Notification/Automation ability for a comment added by a customer to an agreement
A Notification/Automation ability for a comment added by a customer to an agreement at time of sigining
As it stands, if a customer makes a comment on a LEGALLY BINDING DOCUMENT, the only way to see it is to manually search for it. There is no notification or indicator. This is NEEDED!
1 vote -
1 vote
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1 vote
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Email notifications
Being notified the same way you are for customer replies for new emails would be beneficial
1 vote -
1 vote
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2 way calendar sync but the items from google calendars have the option to be read only
for a 2 way sync but the items from google calendars have the option to be read only
1 vote -
Ability to Adjust Default View of Activity tab in the New Jobs Experience
Not happy with the Activity tab in the Dashboard for New Jobs Experience. Want to be able to set the setting to filter for what I want it to show, not have it show the newest at the top when that information may be less relevant to what I need.
1 vote -
JobNimbus Marketing in Mobile App
I would like to be able to access the "Marketing" tab in the JobNimbus mobile app.
2 votes -
4 votes
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Display Other Trades NSE
In SumoQuote, the cover pages have a section that you can edit to inform the customer of other trades you can help with. In the New Sales Experience, the cover page designs that can be chosen from display that data, but the system does not have anywhere to actually manipulate it. We would like this feature to be built within JobNimbus so that NSE reflects the functionality that the designs imply.
2 votes -
be able to customize what information syncs to outlook from task
Add the ability to choose what task/job information syncs over to outlook calendar
1 vote -
1 vote
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View PDF in Estimate tab when Job is Merged
Ability to still see PDF in Estimates tab when Jobs are Merged
1 vote -
AssistAI Scheduling priority
It would be good if it scheduled appointments where it tried to go to one person but then if that person isn't available, THEN it goes to the next one, instead of evenly going to everyone, some people are just a backup.
1 vote -
1 vote
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