General
1067 results found
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sub-status/subtype
wanting an option for substatus workflows to allow for the job to be tracked across boards without moving the main status on another board
1 vote -
Payment Receits Availablke in JobNimbus
We want the option to download the receipt to also be available in JobNimbus and not just the Payment Portal
1 vote -
Filter Activity Reports by "Words Contained" in the Activity
We would like to have a filter added to Activity Reports to be able to narrow down result by a specific string contained within the activity. Eg. Report of all emails containing the word "Appointment"
1 vote -
Estimator Tool
Would like to have an estimator tool that is similar to other CRM's that does a quick ballpark figure for the customers quote that we can have ready for them on site with the customer. Currently, Roofr and other CRM's have this in addition to their estimating tool. It would be great if we could have this in JobNimbus as well.
1 vote -
Saved Custom Filter Views for Faster Team Access
It would be extremely helpful to add a feature that allows users to create, name, and save custom filter views for boards. Right now, when managing multiple teams, users have to constantly clear filters, reselect individual profiles, and rebuild the same view for different teams over and over again in order to see the right group. That creates extra clicks, wastes time, and makes it harder to move quickly through daily work.
A saved custom view feature would solve that. For example, a user could create a filtered view for specific Sales Reps, save it as “Team A,” and come…
4 votes -
NSE Estimates- Inspection page images
When you click "Add from Job" to add an image.
IF there is text from the Estimate Layout already filled out, the image will not link to the existing text, it creates a new line with the image.Customer would like the image to be added to the text/ description, and not have it create a new line.
1 vote -
2 votes
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scroll bar
The horizontal scroll bar should always be in view on each page in the job. Having to scroll all the way down to the bottom of each section to scroll horizontally and then scroll back and hope I'm looking at the correct line to get the information I need is a major pain. Can it be frozen at the bottom of the current view of each section so you don't have to go all the way to the bottom just to slide the info over? Lately I've just been highlighting information and using that to drag the highlighted area over…
1 vote -
2 votes
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invoice temporary line item
Add temporary line items won invoices without having to create products.
1 vote -
Being able to remove images next to task type
Being able to remove the little images next to the task type once it is already created
2 votes -
automation report
allow creation of an automations report. i.e; what triggered and when, number of triggers, actions taken
1 vote -
Ability to give contacts a priority level
Ability to give contacts a priority level
1 vote -
2 votes
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Insights Sales data to cater more to Insurance workflows
Insights is gathering sales totals from Estimates, but our estimates don't show a full amount because of Insurance coverage, and only show the amount the customer is covering. Would like to be able to have sales data and the way it calculates to be customizable to accomodate this.
1 vote -
Progress Payment Functionality for Contracts & Invoicing
Overview:
Currently, JobNimbus allows for requesting a deposit at signing and then the remaining balance upon completion. While this works for smaller jobs, it creates limitations for larger or longer-duration projects where progress payments are standard.Request:
I would like to request the addition of a progress payment system that allows users to define and manage multiple payment stages within a project.Key Features Requested:
- Payment Terms Builder (Within Contracts)
Ability to define structured payment terms directly in the contract, such as:
Deposit (e.g., 30% at signing)
Progress Payment #1 (e.g., 30% at material delivery)
Progress Payment #2 (e.g., 30%…1 vote -
Chat- Moveable Chat bubble
We would live if the chat bubble was able to move around the screen so that we can easily access what we need from anywhere while still on the chat.
1 vote -
Marketing Hub Mobile App
We would like to have texting and calling on the app
2 votes -
Custom Template Fields for Templates
Customer would like the ability to add custom fields, when creating Templates
2 votes -
NSE - Adding Custom Contact Token Fields
We would love to see the custom contact token fields added to the custom text pages in NSE so that we can have the fields pull from the contact to the estimate when creating one under the contact. Would also love to have the ability to add custom fields to all pages within NSE.
1 vote
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