General
965 results found
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Be able to move photos in Company Documents
Would like the ability to move photos into the Company Documents tab to separate out photos to be sent in emails easier.
1 vote -
Integrated Time Tracking for Job Costing
It would be incredibly valuable to have a time-tracking feature in JobNimbus that allows employees and managers to punch in or manually enter labor hours directly each day. This would streamline job costing by tracking labor costs more efficiently without relying on third-party software.
Key benefits:
- Integration with popular payroll and accounting software like ADP and QuickBooks.
- Ability to export hours seamlessly for payroll processing.I’d gladly pay extra for this feature as it would save significant time and simplify tracking labor costs, which is currently cumbersome and expensive through third-party tools.
Thank you for considering this!
3 votes -
Totals on Work Order and Material Order Reports
Would like to have the ability to add job total on work order and material order reports to be able to compare pricing.
2 votes -
Change Order in Standalons SQ
Would like the ability to build Change Orders in SQ.
4 votes -
5 Digit Phone number for contacts
Ability to add 5 digit phone number for business contacts
1 vote -
Able to disable margin / markup
Sometimes the margin just gets in the way, for example, when we want to lower the price we will run into the error of the margin going below %0, but we don't care about the margin for our business
1 vote -
Filter visibility on Jobs with lead status
Wants to be able to hide leads from sales users, and only allow them to see leads that are recent. Without having to un assign them from the record
1 vote -
Different section titles for inspection in New Sales Experience
Right now it only uses the page title, not the first section title
1 vote -
Need a way to Tell Customer if their Card is Credit or Debit
With the new fee passing update of 12-4-2024, debit cards now result in the fee going to the Company. However, cardholders don't always know if their card is a credit card or a debit card. This results in potentially getting hit with a fee that is ~3% of the contract value. We need a way to handle this so it doesn't happen unexpectedly. Possibly something that tells the client if it is Debit or Credit.
3 votes -
Tax calculator within estimate
A tool to calculate and edit taxes within the estimate
1 vote -
1 vote
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Forms in Insights
Would like the ability to pull a report with forms within Insights.
1 vote -
Created date on SQ Project Card
Would like the ability to show the actual date created on SQ Project cards
2 votes -
fees reporting
Want the ability to pull a YTD report on transaction fees paid so far on credit card transactions.
2 votes -
Unify Assignees Across Contact/Job Creation Methods in Jobs V2
With Jobs V2, there are a few ways that a contact and job can be created, but they have different behavior for how they assign Sales Rep and Assignees. This creates confusion when field/sales users use the mobile method more often than the other methods and so do not have an expectation of needing to add the data later.
On Web, Home -> Contact List -> Create Contact generates the large contact form and pre-fills the Assignee in the form as the person who is adding it.
On Web, The Blue "Create +" Button doesn't have any fields for sales…
3 votes -
Automation to create a note on a job
Would like the ability to create an Event-Based Automation to create a Note in the Activity tab on a job with a template
3 votes -
Automatically assign new leads to a person based on job type
Currently, we'd have to setup an automation to create a task for someone to manually assign a sales representative. It would be awesome to be able to have leads automatically assigned to a sales rep based on the job type they handle. This may require the option to setup the type of trade each sales rep handles in their profile.
1 vote -
More control over what photos are kept
Issue when uploading a photo to a doc template is still showing up after the image has been deleted. Since it is attached to the record
1 vote -
Hide invoice items if already hidden on estimate
The sections from the estimate that are hidden don't automatically transfer over when converting to an invoice. Would like that to automatically happen
2 votes -
Edit / Adjust Font Size throughout estimate and layout
Edit / Adjust Font Size throughout estimate and layout
5 votes
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