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JobNimbus Feedback

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138 results found

  1. Offer tiered subscription options

    Provide tiered subscription options for smaller companies that would prefer to use a basic functionality of the CRM without the additional updates/upgrades that are weatherguardkeri@icloud.combeing made.

    1 vote

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  2. Just showing the Quote subtotal to customer in New Sales Experience

    Logo would like to hide the taxable subtotal, HST and the total from the customer in NSE

    1 vote

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  3. Bulk Work Orders

    It would be really helpful to be able to download all work orders for a specific sub at one time. That way I could send the subs all the work orders for the upcoming week.

    1 vote

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  4. Job Linking

    Would like to be able to link a job to another user. On the web, you can copy the URL and send it, but on mobile, there isn't a way to do that. So an option to generate a link that you can send to another team member would be helpful.

    2 votes

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  5. Convert Unsigned Estimates

    Users would like the ability to convert SumoQuote estimates to Invoices, Material Orders and Work Orders regardless of the signature status; similar to the behavior that previous existed with Legacy Estimates?

    1 vote

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  6. Mobile - Adding job to contact option to link address

    When adding a job to a contact via the mobile app bring back the function to link the contacts address rather than manually typing in the address or searching the address by the search feature.

    1 vote

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  7. Save Drafts and Preview Email

    When creating emails, it would be nice to be able to save drafts and also be able to preview before sending.

    1 vote

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  8. Customize Built In Job Report on Jobs V2

    In previous versions of JobNimbus, where contacts and jobs were available as menus in the top left corner, there was an option to look at the "list" view of the contacts or jobs.

    The three dots in the top left corner allowed you to customize the built in report. Then you could add this built in report to the home dashboard.

    Now in Jobs V2, there is only a Jobs menu. If I go to Jobs, then go to the top right corner, there is a contacts button that I can click on. This takes me to a list view…

    1 vote

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  9. Ability to use Android App in Spanish after updating settings per JobNimbus KB Article

    1 vote

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  10. Ability to edit forms after saved

    Customer requesting to have the ability to edit forms after they have already been saved. this is useful for change orders, work orders and many other reasons and would be a massive improvement on how forms currently functions.

    1 vote

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  11. Default payment method set on Invoices

    Invoice should be able to have a default payment toggle.

    1 vote

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  12. Field users able to sync to Google Calendar

    Logo wants their field users to have the capability to sync to Google Calendar.

    1 vote

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  13. Custom Reports With Any Data

    Several types of custom reports can be created, but it would be nice to be able to generate reports that pull data types from the different reports all in one.

    2 votes

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  14. Please incorporate feedback ai so our JobNimbus issues can be more easily accessible.

    Unwraped.ai and similar companies have ai that syncs with customer feedback, like this one, so our issues are actually heard and can get properly categorized. The system you have in place is outdated and not user friendly. I have

    1 vote

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  15. Ability to upload JobNimbus email Templates to NSE

    Logo would like the ability to upload their email templates to the new sales experience from JobNimbus.

    2 votes

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  16. Create Custom Commissions to use in Budgets

    1 vote

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  17. Locking Documents on Jobs/Contacts

    Logo wants the ability to be able to lock a document on a job/contact so that it does not accidentally get sent outside the company.

    1 vote

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  18. Addition of "Internal Notes" to NSE quotes

    Customer loves the internal notes functionality of legacy estimates and would greatly value the addition of this functionality to NSE quotes.

    1 vote

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  19. Remove signing link when BCC salesperson

    Customer notes that for a lot of companies it's not a big deal but essentially when BCCing the salesperson (when sending a quote for signing) the signing link is also included to the sales person.. Customer notes that a shady sales person could then sign "for" the customer without their consent.

    1 vote

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  20. Able to use 2 measurement tokens for one product / service

    Exact wording from the logo: "a request to be able to use the same product for two different measurement tokens"

    Requested through this ticket: https://app.hubspot.com/contacts/3409122/record/0-5/2875966721/

    1 vote

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