General
1037 results found
-
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 -
Assist AI Creates Contact Based on Provided Phone Number
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
7 votes -
Permission for Marketing tab
Right now everyone with computer access can access the marketing tab. We only want Admins to
1 vote -
Add Subcontractor as recipients to task (New Jobs Shell)
Need the ability to add subcontractors as recipients on a task from the job in the New Jobs Shell. Currently can only add them from the calendar. This creates more work for us.
1 vote -
Multiple call forwarding
Allowing multiple numbers to be assigned to call forwarding within Engage
1 vote -
Cannot Copy and paste in Emails (New Jobs Layout)
Cannot Copy and Paste in Emails (New Jobs View)
4 votes -
Upcoming Custom Invoice Due Dates in Accounts Receivable
We would like the Insights Accounts Receivable report to display upcoming and overdue payment installments based on each payment date within a job’s invoice, rather than only the final payment due date. This would make it easier to track split or custom payment schedules, improving accuracy and record keeping.
2 votes -
make work orders work without being assigned to job and just work order
Just to make the work orders (when they are assigned to someone that is not assigned to the job) work instead of getting the weird error that lets you search and select it, but won't let you open it
1 vote -
The profit tracker should include commissions as a cost
We need to be able to make commission count as a cost to the job instead of being separate. The commission should be counted as a cost, same as work orders and materials. Since it’s an actual payout, it needs to be deducted so the actual profit reflects the true net. If commissions aren’t included as a cost, the profit showing is overstated.
1 vote -
Restrict Access to Assist AI Settings
we need the ability to limit access of the assist ai settings to admins or specific users
2 votes -
1 vote
-
SumoQuote ability to merge projects
We want to be able to merge projects so they link to hubspot
1 vote -
Make related contact pinned to top of side bar on V3
It is a bit frustrating to have to scroll down on the side bar (under the new photo) to find related contact. Would be nice to be able to re-arrange the order of the tiles on the right
3 votes -
Make contact info text easier to read V3
Contact text at the top of the new experience is hard to read at times as they are all hyperlinks.
2 votes -
3 votes
-
3 votes
-
Invoices Trackable for Subcontractors
The ability to track invoices for payments to subcontractors within the financials tab.
2 votes -
Modify the reporting week in Insights
We noticed that the reporting week in Insights runs from Sunday through Saturday work week, or reporting week is Monday through Sunday. We would like a way to change that in Insights.
1 vote
- Don't see your idea?