General
900 results found
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Ability to see if other users are online in a Contact/Job
Would like for the color on a Contact to change (to red for example) so other users are aware if recent changes have been made and they need to refresh their page
1 vote -
Option to enter in Subtotal on Estimates
To be able to manually type in subtotal on estimates for insurance purposes.
1 vote -
Signing Contracts are too case sensetive
Customer's struggle to sign sometimes. Likely there is a space before or after their name or their didn't use capital letters. Not allowing a contract to be signed if the customer accidentally put a space after their name is ridiculous.
See photo for reference. Customers get confused since it looks like it matches exactly.
Let's just adjust it so it's not so sensetive and more customers can easily sign the contract.1 vote -
1 vote
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Calendar view for all day tasks
The ability to change the day view or weekly view in the calendar to show only the all day events and not break down the days by hour.
1 vote -
Estimate reply to not go to external email
When an estimate is sent, and a customer replies to that email, it goes to the user's external email instead of JN. Would like settings to control this
1 vote -
Add ability to add a note of authorization within the signings and upgrades page
Would like the ability to add a note such as, 'Authorized by....' below where the customer signs an estimate
1 vote -
Subcontractor task tab
Would like a task tab added back for Subcontractor contact page
1 vote -
1 vote
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1 vote
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unit of measure character limit
To allow a custom unit of measure to be longer than 5 characters
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 -
Add Recording Playback Options for Assist AI
When listening to Assist AI calls, I would like to be able to fast forward, skip, or have a slide bar to adjust what I'm listening to.
2 votes -
Add Email Address with Assist AI
I would like to be able to collect email addresses with the Assist AI agent and have those emails populate in the contact record.
2 votes -
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 -
1 vote
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Insurance Restoration NSE
for insurance restoration companies
I would like to have a drop-down menu as an option for a line item
Example :
Line item : Malarkey legacy
Drop down menu: >desert sand color
I would like to create sections and drag line items already created in a section to the new sections
I would like to have the screen scroll when I get to the top or bottom while dragging a line item. Moving lots of line items is a real drag 🤓
I would like the option to turn off prices per item
example
Line item : roof per insurance…1 vote -
Add more Characters to Notes in Material Orders
Would like for the notes section to have the character limit extended so that we can add more characters. We put our stock material orders in there for the production team so they know what to bring from the warehouse in the mornings.
1 vote -
Wrap Text on Andriod App
Would like to have the option of wrap text for document titles when viewing on mobile app like the ios version
1 vote -
1 vote
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