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JobNimbus Feedback

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964 results found

  1. Supplier column

    want to be able to add suppliers other than integrated suppliers so they can see where the material orders were sent at a glance

    2 votes

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  2. Signed date column on the financials page (First Look)

    Want to be able to see when the contract was signed at a glance. Having a column for that would be nice

    2 votes

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  3. job automation to pull invoice details

    I want to be able to create a job automation so that if the job has been in a status for so long it will trigger and be able to send an email with a link to the invoice. Would prefer this over using only invoice status as the trigger

    1 vote

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  4. 1 vote

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  5. Taxes on material orders

    Taxes on material orders

    1 vote

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  6. 1 vote

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  7. 1 vote

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  8. 1 vote

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  9. AssistAI: Show Caller ID on Transferred Calls

    Add ability to display caller ID on transferred calls so users know who is calling before answering.

    1 vote

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  10. 1 vote

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  11. Recent Jobs Search History

    I am a former Job Progress/Leap customer. They had this feature, and it was extremely helpful for the entire team; and it seems simple to integrate into JN.

    On the top bar menu, there is a "recent" tab and when you hover over it, it shows the 10 most recent jobs/customers that you have viewed. This makes it very easy to go back to customers you were just looking at. Because as of now, in Jobnimbus you have to manually type and search for that same job every time you want to see it again. Even if you JUST searched…

    1 vote

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  12. NSE EagleView Order Activity Notifications

    With the way NSE EagleView orders work, there is no activity posted to the job to show it was ordered or when it is completed. It also does not notify the person who ordered it unless you add your email at the end of the process. Should be able to have the sales rep/estimator notified automatically.

    2 votes

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  13. HTML rendering in notes

    Would like to use Zapier to POST notes and include HTML formatting in those notes on new JobShell

    1 vote

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  14. AssistAI creates a contact based off the phone number a client says

    Right now it goes off the phone number that is in the caller ID, which can lead to all contacts turning into one if the call forwarding has the business line on the caller ID

    1 vote

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  15. Permission for Marketing tab

    Right now everyone with computer access can access the marketing tab. We only want Admins to

    1 vote

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  16. Add Subcontractor as recipients to task (New Jobs Shell)

    Need the ability to add subcontractors as recipients on a task from the job in the New Jobs Shell. Currently can only add them from the calendar. This creates more work for us.

    1 vote

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  17. Multiple call forwarding

    Allowing multiple numbers to be assigned to call forwarding within Engage

    1 vote

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  18. Cannot Copy and paste in Emails (New Jobs Layout)

    Cannot Copy and Paste in Emails (New Jobs View)

    1 vote

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  19. Upcoming Custom Invoice Due Dates in Accounts Receivable

    We would like the Insights Accounts Receivable report to display upcoming and overdue payment installments based on each payment date within a job’s invoice, rather than only the final payment due date. This would make it easier to track split or custom payment schedules, improving accuracy and record keeping.

    2 votes

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  20. make work orders work without being assigned to job and just work order

    Just to make the work orders (when they are assigned to someone that is not assigned to the job) work instead of getting the weird error that lets you search and select it, but won't let you open it

    1 vote

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