General
873 results found
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Roofscope integration being more user friendly
"It's not a very great integration. You have to go to the roofscope site and order the reports there and there is a jobnimbus section with a dropdown to select a contact but you cannot search and it is not very user friendly. Almost unusable honestly. So we probably will not be using much of that unfortunately."
1 vote -
Internal Notes in NSE Estimates
Would like to add Internal Notes back into NSE
35 votes -
filter by street names
Would like the option to filter a classic report by just street names
1 vote -
Zapier JobNimbus Action to Create Estimate
We'd love to have a built out action for the Zapier integration to create an Estimate. That way it doesn't have to be a custom request.
2 votes -
Insights data via API
It would be great if we could access Insights data via API. Stage data and rates etc.
2 votes -
Job Lookup via Zapier
There are many options when using the JobNimbus option in Zapier, but there is no lookup for Jobs. We would like this option.
2 votes -
Upload Size Limit
Sometimes, the files we upload into JN are really large but there is a 100MB limit. It would be great if we could adjust this.
3 votes -
Tags or other Identifiers for Estimates on Mobile
On mobile, you can just see the estimate numbers before clicking into the estimates. It would be great if we could have some more obvious identifier to mark what is what when we have multiple estimates or kinds of estimates.
2 votes -
Sending work orders through engage or text
Wants the ability to send work orders through text as well as email
1 vote -
4 votes
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Document tables don't Vertically center
It looks ugly
1 vote -
Show DEBIT/CREDIT on Payments
Currently, when a card payment is processed via the JobNimbus Payments system it always displays in the CRM as a credit card payment under the financials tab. This makes it very difficult to track which jobs should display extra fees on their invoices or which jobs we should expect to see fees on in general when we are passing them to customer. Please update this and make sure it reflects in the classic reports as well.
2 votes -
Default private notes
The ability to make all notes private by default
1 vote -
Payment Status Update for Returned Payments
Currently, returned payments do not update the status of the payment in the Financials tab. This should be updated whenever a payment is returned so that it's more clear.
2 votes -
Delete old documents
Being able to delete old documents that are still connected to contacts.
1 vote -
1 vote
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Hide completed work orders from the calendar
Would like the ability to hide completed work orders from the calendar, similarly how tasks are handled
1 vote -
Able to set price for quote separate from material costs
This would help with quickly putting in insurance estimates and seeing profits
1 vote -
Mention reports
The ability to create a report for @mentions in classic reports
2 votes -
Edit price on estimate for insurance
Need to be able enter prince the profit and loss for insurance when building an estimate
1 vote
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