General
1035 results found
-
Insights Sales data to cater more to Insurance workflows
Insights is gathering sales totals from Estimates, but our estimates don't show a full amount because of Insurance coverage, and only show the amount the customer is covering. Would like to be able to have sales data and the way it calculates to be customizable to accomodate this.
1 vote -
Progress Payment Functionality for Contracts & Invoicing
Overview:
Currently, JobNimbus allows for requesting a deposit at signing and then the remaining balance upon completion. While this works for smaller jobs, it creates limitations for larger or longer-duration projects where progress payments are standard.Request:
I would like to request the addition of a progress payment system that allows users to define and manage multiple payment stages within a project.Key Features Requested:
- Payment Terms Builder (Within Contracts)
Ability to define structured payment terms directly in the contract, such as:
Deposit (e.g., 30% at signing)
Progress Payment #1 (e.g., 30% at material delivery)
Progress Payment #2 (e.g., 30%…1 vote -
Chat- Moveable Chat bubble
We would live if the chat bubble was able to move around the screen so that we can easily access what we need from anywhere while still on the chat.
1 vote -
Marketing Hub Mobile App
We would like to have texting and calling on the app
2 votes -
Custom Template Fields for Templates
Customer would like the ability to add custom fields, when creating Templates
2 votes -
NSE - Adding Custom Contact Token Fields
We would love to see the custom contact token fields added to the custom text pages in NSE so that we can have the fields pull from the contact to the estimate when creating one under the contact. Would also love to have the ability to add custom fields to all pages within NSE.
1 vote -
Profit Tracker- Tab Down Issue
When I manually add an item for labor for $300 add line item for another $100, and tab down, the system automatically adds another line and if you don't fill the line in when you go to save the report, you get and error and cannot save the PT Report until you go back and delete the empty line item that is added in when you tab down. It wastes a lot of time and is unnecessary.
1 vote -
Profit Tracker - Check Box for Invoices
Would prefer to have the Invoice be entered into Profit Tracker as a checkbox option similar to the Estimates, Material and Work Orders.
1 vote -
2 votes
-
Sandbox mode
Would like the ability to make a sandbox account, or a sandbox mode that will easily allow me to practice certain features like automations without interfering with other live jobs/boards that I have
1 vote -
Notifications settings: desktop bell filters
when we apply filters to the notifications tab on the desktop application, it would be great for it to hold those filters for each time that tab is opened again, or default to only showing notifications that you have set in your settings to send push notifications.
1 vote -
Insights Leads close rate
wants an option to change how Leads close rate is calculated, to only include new leads and lost jobs and to exclude jobs in estimating
1 vote -
NSE Estimate Retroactively save Edits when Job/Contact are Edited
Would love if when an estimate is created in New Sales Experience, any changes that are made ie (Primary Contact) will update on the existing estimate. Currently, having to recreate an estimate after updates are made to the estimate is time consuming and causes delays with our team.
1 vote -
2 votes
-
Pulling essential info from estimates into invoices
I'd like to see a 2nd option for converting/creating an INVOICE that ONLY pulls over the customer INFO, the estimate TOTAL plus TAX RATE.
1 vote -
1 vote
-
Replace Profile Photo with Initials
Would like to have the option of removing your photo as the icon in your personal profile to replace it with the previously existing initials.
1 vote -
Notifications Web Filter Locked
When choosing the filters for the web notifications, if the page is refreshed the filters do not keep. It would be great if the filter would stay locked, keeping the chosen filters until changed again.
1 vote -
Clicking on App Note Notifications Should Redirect to related Job
When we click on notifications about being mentioned on a note it just brings up the note and no way to see which job it's related to. It should take us to the note within the job activity and should let us reply or comment on the note to use it for communication.
1 vote -
Have the ability to hide the lightbulb
Have the ability to hide the lightbulb at the bottom left side of the screen as it seems to get in the way at times.
1 vote
- Don't see your idea?