General
969 results found
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be able to filter by custom fields in a classic report
We have a lot of custom fields in JobNimbus and it would help out workflow if we could create a filter in classic reports to search for these custom fields.
1 vote -
[STILL] Very Slow Load Times
Each page takes 5-10 seconds to load. This is way too slow. Also, if you try to open more than 1 tab by clicking "control + Click", all additional tabs never load. You get stuck on an infinite loading screen VERY VERY often. My entire team of 20+ users run into this on a daily basis. It happens consistently. It is VERY frustrating when literally 50% of my time using Jobnimbus is wasted staring at a loading screen. The "recent updates to improve speed" have not made any difference. The software still loads extremely slow compared to other CRMs we…
1 vote -
Ability to hide map view from Team Member to Team Member
We would like the ability to hide the map view for all team members to selective team members to view only where there locations are.
1 vote -
1 vote
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QuickBooks Sync Commissions to JobNimbus
I’m able to put the commission on the paycheck in QuickBooks and assigned it to a customer, but it doesn’t move over to JobNimbus. That’s how I’d like to see it work so the sales people could see the commission they were paid on the job and we could also track commissions in JobNimbus as well as QuickBooks.
1 vote -
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 -
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 -
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 -
1 vote
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Taxes on material orders
Taxes on material orders
1 vote -
1 vote
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1 vote
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1 vote
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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 -
1 vote
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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 -
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 -
HTML rendering in notes
Would like to use Zapier to POST notes and include HTML formatting in those notes on new JobShell
1 vote -
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 -
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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