General
886 results found
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Automations
For mailing out reminder invoices would like to have the conditions be, as an example, Contact - Pending Payments AND Invoice - sent. That way if we have bigger jobs that we billing in stages don't get the automatic emails if both of these conditions are not true.
1 vote -
Auto populate jobs with related contact
there are certain vendors or contacts that they would like to see automatically associated upon the creation of a job or contact
1 vote -
Negative line items
The discount option isn't enough
1 vote -
SQ Integration with SVC Financial
Would like to have an integration with SVC financial such that customers have the ability to click and apply for the financing directly.
2 votes -
Zip Code to Fill City/State with Enhanced Jobs Experience
The previous job experience would auto-fill the City and State when we entered the Zip. After the switch to the Enhanced experience, this does not work. We need this feature back because it speeds things up.
2 votes -
2 votes
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1 vote
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1 vote
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1 vote
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deposits and financing
the ability to show financing options for an assumed deposit. Example being a 30k quote with a 10k deposit, the ability to show what the remaining 20k would be financed
1 vote -
Static timezone on mobile
When a mobile phone goes to multiple states it can be hard to keep time zones straight
1 vote -
Products linked to multiple suppliers
Would like to no re-add calculations
1 vote -
Creating a job without requiring address
Logo would like to still create a job in JV2 without requiring and address
1 vote -
Marking estimates as signed.
Would like to have the option to limit who can mark estimates as signed without taking away access to create and edit estimates access
1 vote -
Download and Share all Photos
Cannot share multiple photos, cannot share "all" button. We have a very strict process, and send the customer an email with the inspection photos before we leave the home. Please have a select all button where we can send a link with all the photos. All other CRM's have where it will download the photos in a link.
1 vote -
Notification to alert you if your certifications are expired
It would be cool for JobNimbus to alert you when your different certifications and licenses are expired or close to expiring.
2 votes -
Erase annotations on NSE photos.
To erase any annotations you have to hit the back arrow but that just does your most recent one. Logo wants to delete one 10 steps back but cant without deleting all his other work.
1 vote -
Lead source on app
Currently the app does not allow to apply the lead source when creating a job. We would like for this to be a required field when creating a job on the app
1 vote -
Duplicate Generated Documents
It would be nice to have an option to duplicate generated documents that way I can send the document for signing to the customer again. The first document I filled out and sent bounced. So I had to recreate a new document from scratch with the [signature] field in order to send it for signing again.
1 vote -
Jobs V2 needs to auto populate the info from the contact
We liked when we entered a contact and then entered a job on the contact, how it would auto populate their info. Now with Jobs V2, we enter the job and it should pull that info automatically to the contact so that we don't have redundancy.
1 vote
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