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JobNimbus Feedback

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873 results found

  1. Track Products & Services through Insights and Classic Reports

    Track metrics for Products & Services through Insights and Classic Reports

    1 vote

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  2. Build in Sections of Wall Tokens with Hover Integration

    Having sections of the Wall Tokens builtin in addition to the Total Wall Area

    1 vote

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  3. Show Local Timezone on New Sales Experience Timestamps

    Currently, signed New Sales Experience estimates display timestamps in GMT, which can be confusing to customers and third parties. Please update this to reflect the local timezone, or at least one in America, of the signer or account for clarity.

    1 vote

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  4. Send estimates/invoices to a primary and secondary email

    Allow emails to populate with primary and secondary emails for the recipient

    2 votes

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  5. Profit Tracker to exclude taxes

    Profit Tracker to exclude taxes from Planned and Actual Revenue

    1 vote

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  6. Add "Find Contact by Display Name" to Zapier Plugin

    Please consider updating the Zapier integration to include a “Find Contact by Display Name” search option, similar to the existing “Find by Email” feature. This would make automation easier for workflows where Display Name is the primary identifier.

    1 vote

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  7. Maintain manual edits

    When suppliers send over incorrect information it shouldn't immediately overwrite the price if we have put in what is correct.

    2 votes

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  8. SumoQuote improvements on order editing - unable to open line item to edit to customize details specific to the job

    Easily update the name/ description to add colors or other details such as where the item is coming from

    1 vote

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  9. Hiding section Totals on NSE Estimates

    Would like the ability to hide not just sections but instead, hide the section totals within an NSE estimate.

    1 vote

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  10. Upload photo as an action for Automation

    Have 'Upload Photo' be a possible action from an automation

    1 vote

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  11. Turn off ability to enter under contact

    Toggle so that team cannot add notes to the contact, only the job.

    2 votes

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  12. 1 vote

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  13. 1 vote

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  14. 2 votes

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  15. 1 vote

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  16. Job filter on Contact Page

    When viewing a Contact and all the jobs under the Contact, you can add columns and filters but they won't save as preferences. Want to be able to save as preferences for whenever I view jobs under the Contact

    1 vote

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  17. Location specific rates in profit tracker

    We have to manually change it (for budgets) whenever it is a commercial job instead of a residential one

    1 vote

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  18. 1 vote

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  19. Re-enter account/routing number for JobNimbus Payments

    Bounced checks due to incorrect account and routing numbers are avoidable and this would have made it so we did not churn

    1 vote

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  20. Profit Tracker related estimates

    Would like a related checkbox button to view or not view estimates that can be imported from related jobs on profit tracker

    1 vote

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