General
475 results found
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Activity Tracking for records in Financials Tab
Activity tracking on Financial documents such as estimates and invoices.
1 vote -
Documents - Limit Who Can Sign
It would be good to see in future updates the option to reduce who shows up as "Signers" when generating documents in JobNimbus. Our company has only two people who are authorized internally to sign, and it can be confusing for our users to know who to choose if 50 users are showing up in the drop down menu
Perhaps one idea would be making it so only the assignee(s) and sales rep(s) of a contact or job, would show up as "Signers" when clicking on "Add Signers" from a document.
Or perhaps have this added somewhere in settings where…
2 votes -
Separate Sales Calendar vs Assignee Calendar
Need to be able to filter the calendar for things the user is the sales rep of or for things the user is the assignee of. If the sales rep is only sometimes the assignee, then it creates lots of instances where it will show up twice.
2 votes -
2 votes
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Search bar logic
Search bar is too specific
2 votes -
Insert Logo onto Inspection Photos
In the New Sales Experience, I would like to be able to insert my logo onto the inspection photos so that it is overlayed. It would be nice if it could just pull my company photo. Even if the annotations could allow inserting an image and then resizing that on the inspection photo, then I could do it.
2 votes -
Ternary Operators in Product Calculations
For product calculations, would you guys allow inline javascript using ternary operators like this? It calculates correctly using test inputs, but it will not let me save the formula:
2 votes -
Automatically Enter Text Field When Adding Line Item
On work orders, when you click to add a new line item, you then have to click on the new line item's text box to start typing in it. This should be the place the cursor starts in automatically if you just added it. This should be true any time you add new lines/sections to any of these kinds of documents.
2 votes -
Convert File Types PDF, PNG, JPG, JPEG, etc
It would be nice if we could convert file types within JobNimbus. Like if a saved PNG could be converted to a PDF etc
2 votes -
Drag & Drop Photos/Docs to Switch Tab
It would be nice if we could decide whether a file was a Document or a photo and if we could just drag them from one tab to the other.
2 votes -
SumoQuote Labor Pricing & Material Pricing on Orders
When creating orders from signed quotes, it would be great if we could have them selectively fill either the material cost info in the case of a material order or the labor cost info in the case of a work order. Cost/Margin/Price could still be optional just like the quote. Then display totals etc. This would make it easier to sub labor out or provide specific info to 3rd parties or team members.
2 votes -
1 vote
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2 votes
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Edit Work Order Line Item Amount
It would be nice if, on work orders, it were possible to directly edit the Amount. Typically, this is a combination of the Quantity and the Price, but it would be nice to edit it directly.
2 votes -
0 out Measurements Tokens
When clicking into a measurement token, clear the 0 automatically. Would rather not have to delete the 0 when inputting a number. Messes up their measurements if they are not EXTRA careful
1 vote -
1 vote
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Email for system updates
Make an option to email for every update to the system, or at least big ones. It's hard to pay attention to little pop ups in places they may not be looking.
1 vote -
New Invoice Experience - Add Photos Feature
JobNimbus recently released the "New Invoice Experience". There is no option to attach images to the line items in the new invoice experience. The old legacy invoicing allows you to attach images. This is important to have available for contractors, especially when working with insurance.
3 votes -
Boards - Preventing Team members from moving boards to different statuses.
Logo wants the ability to filter users ability to move jobs to another status within boards.
1 vote -
Notes- Hover over to Enlarge Image
Logo would love to have the ability to go into images in the notes, hover over the thumbnail, and have it enlarge without having to open the image.
1 vote
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