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JobNimbus Feedback

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1259 results found

  1. 1 vote

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  2. Email notification allow respond to link directly to contact

    Email notification allow respond to link directly to contact

    1 vote

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  3. JobNimbus Payment Fee Schedule

    Have the fees lumped into one lump sum monthly rather than by transaction for easier recording

    1 vote

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  4. 1 vote

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  5. Date format template

    Be able to modify format on custom fields dates for ex: Only day/month or month/year and so goes on- same for date fields in templates

    1 vote

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  6. 1 vote

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  7. 1 vote

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  8. JN Pricing with Sumo

    What will the pricing be for JN with Sumo added? I'm concerned that it will go up. I'm currently using Leap integrated with JN. I'm not sure if I will ever us Sumo. I heard that we will not have an option to opt out and the price may go up even if we don't use it. I hope this is not the case. I have used Leap for a long time, and our team is comfortable with it. I'm sure Sumo is a great product, but I worry about the learning curve, training time, conversion, setting it up, etc.…

    0 votes

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  9. Assign Task without Assigning Contact or Job

    I would like to be able to assign a task without the assignee of the task being automatically assigned to the contact or job record.

    1 vote

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  10. JobNimbus Sandbox

    I would like to have access to a sandbox version of JobNimbus to test development without doing anything in my account.

    1 vote

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  11. Restore a Deleted Board

    I would like the ability to restore a deleted board so I don't have to recreate it entirely.

    1 vote

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  12. Split Invoice Remove "Due" on Total Balance

    When split payments are used, the invoice shows the splits but then says Due on the Total Balance. Generally speaking, only one of the splits is due at a time. It would be nice to be able to indicate that.

    1 vote

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  13. Related Across all Tabs

    I would like a universal related feature for jobs. Currently, I have to toggle it per tab (Activity, tasks, Docs, Photos, Financials, WO, etc.), but something that would toggle for all the tabs with one click would be great.

    1 vote

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  14. Separate Signature Boxes

    I know that I can insert the signature line into a document, but I want to be able to insert the client/customer signature line separately from the sales rep/team member signature line. Can these be split into separate template codes? That way, I can place them where I want instead of just being right on top of each other.

    1 vote

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  15. Migrate Forms

    Some users have old accounts or ties to old accounts with forms they have curated over time. They would like the ability to migrate a form from an old account to a newer account,

    1 vote

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  16. Insights/change orders

    When a change order is put in a job that was approved the previous year, and the change order is approved, it removes the money from the original estimate of the job from the previous years sales and money shows as a sale in the current year. This skews the sales number in insights. Making insights useless because it is not the true sales number for the current year. Can you please fix this.

    1 vote

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  17. Notifications/Tracking/Recovery of Doc/Photo Deletion

    For photos and documents, I would like to have tracking for activities like creation and deletion. Being able to set alerts for deletion events would also be ideal. As well as the ability to recover those files if need be.

    1 vote

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  18. 1 vote

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  19. 1 vote

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  20. Sum Outstanding Balance For Emailing Multiple Invoices

    The way we do work we sometimes have customers with multiple open invoices. We can use the email function to attach multiple invoices, but it would be great if the system could sum the attached invoices and list the total outstanding balance.

    1 vote

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