General
886 results found
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SQ- Add several PDF's into one quote without each being a custom page
Would like the ability to add in single use PDF's into a quote and have customer toggle through them rather than have them added as individual custom pages.
1 vote -
SQ- Fillable Forms in Estimate
Would like the ability to add a fillable form for my customers in the estimate.
1 vote -
SQ -More options on Product Selection Section on Authorization Page
Ability to add more than three products on the products selections section on the authorization page
1 vote -
Task Complete Generate Note
It would be great if we could make the completion of a task open a note for the team member to then fill out.
2 votes -
Ability to add more task to the calendar drop down meny
I would like the ability to add more tasks to the calendar drop down menu, there are not enough options.
1 vote -
2 votes
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Ability to add Photos next to an item on the Estimate details page
Add Photos to the Estimate details page next to an item
2 votes -
Translate to Spanish
It would be great if there was a button or setting to switch to Spanish in JobNimbus. Maybe a way to save Spanish and English versions of docs/etc as well so they can toggle if an actual translation feature is too complex.
2 votes -
Migrate Engage Conversations to New Account
It would be great if it were possible to migrate engage conversations to a new account. We have two accounts and have to juggle them because we are unable to migrate the conversations.
2 votes -
Stop Reset Password Link from Triggering every time there is an update in the app.
Would like the ability to be logged out of account when there is an update instead of being logged out and having our passwords reset every time. We have to not only reset, we are not able to use any of the same logins again.
1 vote -
Add "sections" to Signing and upgrades page.
Upgrades are formatted as single line items so we can't include the labor and material line items to be split into material orders and work orders later. We have to do the takeoff in an estimate section to get the price, transpose the price into the single upgrade line item, and delete the section in the estimate - losing our takeoff. If we zero out the price on the line items and hide the section within the estimate to preserve the takeoff, we can't show the section totals on the estimate.
1 vote -
Jump to bottom button
Button on boards that would allow you to jump to the bottom of a column
1 vote -
Upload Videos
Would like the ability to upload video to a job.
2 votes -
Expired Links: Should not Resend Emails for Signed Estimates
The new feature that resends estimates if the expired link is clicked on should be updated such that it does not resend if the estimate has been signed.
18 votes -
Email notifications for text messages
Would like to get email notifications when a text message is received in engage. Alternatively, they'd like to see automations be better integrated with engage so they could enable an automation to send an email when texts are received
2 votes -
Auto logout feature
Would like JN to have an option to log out when the window is closed
1 vote -
Calendar Task Association
Would like the ability to have an assigned task autofill the team members assigned to a certain group so that I don't have to manually enter them into the task every time.
1 vote -
Contact Automation With Ability to Change Type, Not Just Status
This is needed because it is not possible to create a job automation with a parent contact Type condition. My workaround was going to be to have the parent contact of the job change to a status that is a trigger status to change the contact type (so the use of both a job and a contact automation to accomplish what we need).
3 votes -
Job Automation With Ability to Create a Parent Contact Condition.
We need to be able to change the Type & Status of a parent contact ONLY IF the parent contact Type is ___.
5 votes -
Payment method on invoice
Add payment method on paid invoice so customers can have that on their record
1 vote
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