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JobNimbus Feedback

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778 results found

  1. Email forms to customers for surveys

    Logo would like the ability to send a fillable survey form to their customers after service. Currently, we don't offer any tools that offer this

    1 vote

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  2. NSE Token Options to Include all Template Fields

    Some specific fields that would be great to add would be Date, Phone number, and Email for the respective parties. But all of template fields (that can fill into an estimate) should be options.

    2 votes

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  3. NSE PDF's to be fillable

    It would be great if the PDF's we insert into the New Sales Experience Estimates were fillable by the customer. Or at least if when we do a custom PDF page and insert a fillable PDF that ability would transfer to the version that sends.

    2 votes

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  4. Contact Options Fields Auto-Alphabetic

    When we are modifying our custom contact fields, it would be great if the options lists would auto-sort their options to alphabetic order when saved.

    2 votes

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  5. Adding Blank Open Tasks to Available Times on Calendar

    Would like the capability to be able to add an open task of a certain color to mark open slots on the calendar to make it easier to view

    1 vote

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  6. SumoQuote - Required Response for Color Selection

    Currently, Color selection in the Product Selections are not required or able to be set as required. It would be great if this could be set up so the customer could not proceed without it.

    2 votes

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  7. Being able to embed a video into the NSE estimate pdf

    Logo was asking if they could create a custom page and actually embed a video into the page besides using a link. Their work around is to use a Canva plugin to attach it to a pdf they make and then add that to their estimate as a custom page.

    2 votes

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  8. 1 vote

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  9. One off line items on tinvoices

    Sometimes there are items that we use once and never again and we want to add those on the new invoices without adding it to products & services

    1 vote

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  10. ABC Order Acknowledgement

    It would be great if the ABC Order Acknowledgement would post to the job after submitting an order through the ABC integration.

    2 votes

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  11. Updating JN Photo Editing/Annotating to be more user-friendly

    CompanyCam has a better user face with editing and annotating photos. Would like the inspection page to be better when editing photos.

    2 votes

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  12. Eagleview measurement

    to be able to have the option to automatically order a measurement in eagleview when inputting a client

    1 vote

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  13. 1 vote

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  14. 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

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  15. Being able to send a receipt after manually entering a payment in JN

    Interested in sending a receipt to the customer on a manually entered cash payment, which was for a deposit, before creating an invoice since none of the work had been completed.

    2 votes

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  16. Job mapping

    Within the jobnimbus app, allow your jobs to map together to build a route

    1 vote

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  17. 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

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  18. Once Touch Contact on JV2

    Would like a once-touch contact creation like how it only takes one touch to get to the job form on mobile for Jobs V2

    2 votes

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  19. 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

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  20. 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

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