General
1021 results found
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When the duplicate record QuickBooks error occurs, just choose a new invoice
It should create a new invoice ID instead of us having to make duplicate and delete invoices: https://jobnimbus.atlassian.net/wiki/spaces/CX/pages/2348286738/Common+Ticket+Scenarios#%5BhardBreak%5DXactimate%2FXactanalysis
1 vote -
Address info in JobNimbus Payments Portal
Right now, the JobNimbus Payments Portal shows the name for the transaction data, but not address etc. Please add the other data as well.
3 votes -
Third party API Payment Integration
Would like the ability to have an API connection through Zapier where we can take payments through a third party for our customers
1 vote -
Allow assignee selection when creating a contact
Instead of default assignee being assigned to a new contact, allow for the user to choose who the contact assignee is
1 vote -
NSE CC/BCC
With the New Estimates, We need the ability to CC or BCC from the review and share screen. Mobile and Web.
2 votes -
1 vote
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using app in dark mode
logo would like to be able to use app when their phone is in dark mode. rather than the text and screen showing as black on black,
1 vote -
approved estimate notification
They would like if the sales rep would be notified once an estimate is set to an approved status. They mentioned that things tend to fall through the cracks due to not immediately knowing once something is moved to that status
1 vote -
Ability to print reports
Would like to print report from JobNimbus. The look of the report as is in JobNimbus is nice.
2 votes -
Subcontractors workorder field
to change it to subcontractors/tech's or subs/lead techs to be able to use for in house employees or subs per the title
1 vote -
Profit tracker save button visible during settings edits
Right now when the settings pane is open in profit tracker the save button is hidden. It would be helpful if the button was visible during settings, so that we could remember to save it.
1 vote -
Total line item percentage calculation
Logo wants to be able to have a discount line item calculate from the total estimate amount to not have to manually enter in a different number everytime just like the deposit feature but more as just a single line item.
2 votes -
Re-Organize ALL Job Fields
I would like to be able to re-organize my job fields for when I am editing a job. Custom and Default Fields alike.
2 votes -
1 vote
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user access to tags
logo would love the option on who has access to create tags.
1 vote -
Indicate Supplier on NSE Line Items
With NSE suppliers are indicated for each line item on web, but on mobile the individual line items give no indication if they are linked or not. It would be great if the line items also displayed the supplier icon so it was easier to know if it was a linked product.
2 votes -
increase character count on forms
Logo would like the option to increase character count on their forms
1 vote -
Assign Task Modification to Assignee
Would like to be able to have all team members view tasks, with limitation on the assignee being the only one who can edit or delete the task.
2 votes -
Able to edit emails sent out with invoices
When emailing invoices we can choose a template but not view or edit it
1 vote -
Able to combine templates
Instead of the templates just replacing, able to combine them too on New Sales Experience
1 vote
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