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JobNimbus Feedback

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886 results found

  1. Have RoofR as a direct integration with JN

    1 vote

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  2. Ability to create personalized charts in Insights

    1 vote

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  3. Customize the subject title to NSE

    The logo does not want the address line to come in but the ability to customize the subject title when sending an estimate to the customer.

    2 votes

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  4. Unit of measure on estimates

    Unit of measure to be an additional field inside of NSE estimates

    3 votes

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  5. NSE Page Numbers

    It would be great if the NSE estimates could have page numbering enabled to add numbers automatically.

    2 votes

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  6. Option to order Full House Premium Report on EagleView through JobNimbus

    Would like to be able to order other reports from EagleView within JobNimbus - Roof & siding measurements.

    1 vote

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  7. Option to turn off estimate sending confirmations

    When an estimate is sent from New Sales Experience an email is sent to the sales rep, but that email is unnecessary and we would like it to be removed

    1 vote

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  8. Options to customizer the Estimate Details

    Options to include the company logo and sales rep information on the estimate details page in the New Sales Experience

    1 vote

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  9. API Endpoint to post users

    Would like to have a solution that allows a user to be posted into the system

    2 votes

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  10. Estimate signing wordage

    Be able to change the wording "Pay in full" when signing for an estimate so theres no confusion when signing

    1 vote

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  11. Related Jobs Column for Contact Report

    on the classic reports, it would be great if the Contact report had an optional related jobs column.

    2 votes

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  12. HyperLink Custom Fields

    Would like to be able to save hyperlinks in contact/job details such that they are clickable to open in a new tab.

    2 votes

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  13. Import Legacy Templates into NSE Even if Ad Hoc Items

    Legacy Estimates can be imported into NSE, however if the template has line items that are not referencing Products & Services directly, it cannot import. It would be better if it worked regardless.

    2 votes

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  14. Option in JobNimbus Payment Reports to filter by fees paid by customer or company

    1 vote

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  15. New Sales Experience Templates Auto-Save

    I would like an auto-save function when editing templates. There was a glitch, and I lost over an hour of work.

    3 votes

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  16. Choose which phone number to call from

    Ability to click call on a contact and then choose which number you want to call from.

    3 votes

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  17. Receive alert when labor and material costs exceed budget

    1 vote

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  18. Integrate with Buildertrend

    SQ integration with Buildertrend

    1 vote

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  19. have a main contact with multiple underneath

    4 votes

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    1 comment  ·  Admin →
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  20. Statement Billing Option

    Would love statement billing where there isn't any due dates on the invoice and would more resemble a draw. Will have a breakdown of the history where we can either add a due date or not when we do the first initial billing where the statement shows the breakdown of what they owe on the statement, and the invoice will just say what is due.

    1 vote

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