General
842 results found
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1 vote
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Be able to view the margin percentage on an estimate after it is sent to the customer without having to edit said estimate.
Currently after an estimate is sent to a customer to sign the only way to say margin percentages, markups, or information similar is to edit that estimate which makes it invalid for the customer, or duplicate the estimate and go into edit that one.
1 vote -
Paid online comprehensive training for JobNimbus outside of professional services
Beyond professional services, if there were online training that is more comprehensive that people could purchase and refer back to.
2 votes -
Alphabetized sales tax
Right now it might be ordered by date added, but it would be easier to find alphabetized
1 vote -
"Change Order" Update Fully Signed Estimate
Would like to update an already approved estimate to add additional job costs and have an automation where a change order email sends to the customer requesting the additional payment
1 vote -
Hyperlinks & Company Cam
Hyperlink support for Company Cam so that from the Contact/Job Record you can be directed to CompanyCam's record.
1 vote -
Sales tax is automatically applied per zip code
This would save time
1 vote -
Forms activity in Reports
It would be great if activities such as Form Submitted was available, and a filter criteria for reports.
2 votes -
Insurance information in New Sales Experience
You can fill it out with SumoQuote, but not in JobNimbus
1 vote -
Fonts
The ability to change the font and text size within estimates, invoices, work orders or anywhere really with a text box
2 votes -
No email required for signing estimates
This user does not email their customers and would like the option to omit the email address when marking an estimate as signed
1 vote -
Option for manual payment when collecting a deposit
When collecting a deposit on site, instead of only allowing CC transactions, they would like to see the option to log a physical payment like cash or check
1 vote -
ability to send the sales rep or assignee and subcontractor the estimate from the "email estimate" page
When you click the 3 dots and email the estimate the the customer, you no longer have the option to add your sales reps anyone else without typing out their email
1 vote -
Able to not send an estimate via email when signing
We just use paper estimates
1 vote -
Layouts permissions
Logo is looking to limit visibility of estimate layouts. Specifically, he wants to ensure that if someone is a subcontractor, they can only access and create estimates from a specific set of layouts, rather than seeing all layouts the admin has created.
1 vote -
NSE Auth Page Show Item Names
It looks like when viewing the PDF of the authorization page, it doesn't display the item name, just the description. Would like this to do both or at least be an option.
2 votes -
Options to customize estimates in New Sales Experience
Would like to be able to change fonts, colors, and placement of customer & company information on the cover page. Wants to add their company address to the cover page but also keep the customers information as well
2 votes -
Eagleview bid perfect
Wanting us to implement bid perfect with NSE
1 vote -
Adding more dynamic field options for Job display
Would like a way to easily see the job value and the balance of the job when you click into the job. I know we can set up the profit tracker but it would be very beneficial if in the details of the job we can put in the job value and balance.
1 vote -
Hover on mobile
They requested that hover should be useable on the mobile, in its current state it is unavailable
1 vote
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