General
650 results found
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Permanent Logs of Deletions
Currently, the permission in access profiles for "delete records" applies to things like contacts and jobs and activity logs. We need to split those up or create a way for us to see if someone has deleted their deletion activity. It could be a specific kind of report/view or even something that requires contacting JobNimbus, at least. SuperAdmins/Owners just need a way to see if users have deleted the activity, and you can't grant the ability to delete contacts without also granting them the ability to delete that same deletion activity record.
2 votes -
Automation to create a Invoice
Logo would like the automation to create an Invoice.
1 vote -
4 votes
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Live report synced with API
Want to create an Insights report in "Live time, " that can be synced to an API integration that can create charts and grids to add to the live report.
1 vote -
1 vote
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NSE Layout Library additions
In the NSE layout library have the ability to request for other companies to be added like Alside.
1 vote -
View Saved Spreadsheet Files
Would like to be able to save spreadsheet files into a job and have it viewable on JobNimbus. Right now I can save them, but I cannot view them without downloading.
2 votes -
When archiving a job, archive tasks as well
When a job or contact is archived, the user has to manually archive tasks from that Job/Contact as well. It's time-consuming and can be confusing when these tasks are still showing up under Home Page> Tasks
1 vote -
Delete/Hide Locations
Would like the option to remove or hide any locations that are currently not active as they can make the list difficult to manage.
2 votes -
2 votes
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1 vote
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Customize Sections in Invoice Template
I would like to be able to customize the different boxes in Invoice Templates (example: customer info, job info, sales rep info, etc.) to add my own formatting and boxes in those spaces.
2 votes -
Sign Off on Color
Want to have estimates show color options to the homeowner so they can sign off on their choice.
5 votes -
Lock Paid Commissions in Budgets
If a commission is marked as a percentage of Gross and also paid, and then the gross value changes, it alters the amount of the payment. This needs to be lockable. So the amount paid does not change. Probably need to list another field or something to illustrate that the amount paid is not the percentage indicated. But the paid commissions need to not change unless manually changed.
2 votes -
4 votes
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2 votes
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Parent Record Address on Work Order Cards
On Boards, work order cards can be edited to show the parent record display name. However, they do not have the parent record address. Need to be able to display the address of the contact/job on the work order board cards so that we can easily organize.
2 votes -
Add indication that photos are already on the estimates
Add something to indicate that photos and docs have already been added to an estimate, such as greying out the ones that are already on the estimate
1 vote -
Google Calendar Sync on iPad
With field users becoming mobile only, we need a way for them to enable the Google Calendar Sync. The existing method depends on going into Profile from the Web Version of JobNimbus
3 votes -
1 vote
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