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JobNimbus Feedback

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136 results found

  1. Insights Columns match Exported Data

    As I can modify which columns I can view within the Insights page (i.e. remove "Lead Source" or swap "Close Rate" and "Lead Count", etc.), I would like these changes to also reflect on the report that I export when I download the data.

    1 vote

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  2. Add Photos To Line Items in NSE

    It would be nice to be able to include photos on the line items in Estimate Details. Also would be good to have editable headers/footers on estimate pages so they can be branded, numbered, etc

    3 votes

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  3. 1 vote

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  4. 1 vote

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  5. 2 votes

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  6. Budget editing permissions

    Have the budgets set to only allow for an admin to mark the budget as paid or unpaid. For the user access to view a budget not allowing them to be able to mark the budget as paid or unpaid

    1 vote

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  7. General Address book within JobNimbus

    A lot of contractors work with subcontractors and they fill the labor portion of the job. If you are just working inside of the main contact window in the activity log and want to send an email to a subcontractor through the work order, it becomes tedious. Have the subcontractors email pre-populated, from a centralized address book separate from the being connected to the work order or have to key it in. There is room for error. If I could go to the "address book" and type in their email address and it will populate so that they can send…

    1 vote

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  8. 1 vote

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  9. SQ - Add the ability to archive a project from the project screen.

    Add the ability to archive a project in SumoQuote from the same list where "Won, Lost and Open" are selected from.

    1 vote

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  10. Automation to have a condition to assign job to new person

    Have the option within the automations to have the ability to reassign a job or contact to a new person as the action.

    1 vote

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  11. 1 vote

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  12. Automation for when a payment is made in Quickbooks

    There is currently an automation for when a payment is made in JN but it does not recognize it when that payment comes from QB first and then into JN.

    2 votes

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  13. Delete Photos, Notes, Documents in Access Profile

    It would be nice if Access Profiles had further customization, such as being able to choose whether a user can view, create, or delete photos, notes, documents. I may have users that I don't want to grant the ability to delete contact or job records, but I would want to grant the ability to delete photos, documents and notes.

    1 vote

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  14. 2 votes

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  15. Ability to convert NSE without signature

    Currently has to have estimate signed in order to convert to invoice, but does not really work because people prefer physical signatures, so i have to create invoice manually.

    2 votes

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  16. Another Documents tab in the contact/job

    Logo Blake wants to have another documents tab in the job/contact but one that has the ability to change visibility within access profiles. This is so they can have an everyone documents section and a limited documents section which is just keeping the documents safe.

    2 votes

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  17. Add a type of "Invoice" to Product type list.

    Add a type of "Invoice" to Product type list.

    2 votes

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  18. Request for settings to be tailored to specific needs

    This "account setting" check box seriously needs to have it's features broken in to more granular control.

    1 vote

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  19. Choose who can see a board

    The ability to choose more than just yourself or all members to see a board. The ability to choose certain individuals to see a board.

    1 vote

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  20. Automation to send updated balance invoices after payment is received

    The customer would like to have an automation to send client an updated invoice after a payment is received.

    1 vote

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