General
912 results found
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Marking estimates as signed.
Would like to have the option to limit who can mark estimates as signed without taking away access to create and edit estimates access
1 vote -
Download and Share all Photos
Cannot share multiple photos, cannot share "all" button. We have a very strict process, and send the customer an email with the inspection photos before we leave the home. Please have a select all button where we can send a link with all the photos. All other CRM's have where it will download the photos in a link.
1 vote -
Notification to alert you if your certifications are expired
It would be cool for JobNimbus to alert you when your different certifications and licenses are expired or close to expiring.
2 votes -
Erase annotations on NSE photos.
To erase any annotations you have to hit the back arrow but that just does your most recent one. Logo wants to delete one 10 steps back but cant without deleting all his other work.
1 vote -
Lead source on app
Currently the app does not allow to apply the lead source when creating a job. We would like for this to be a required field when creating a job on the app
1 vote -
Duplicate Generated Documents
It would be nice to have an option to duplicate generated documents that way I can send the document for signing to the customer again. The first document I filled out and sent bounced. So I had to recreate a new document from scratch with the [signature] field in order to send it for signing again.
1 vote -
Jobs V2 needs to auto populate the info from the contact
We liked when we entered a contact and then entered a job on the contact, how it would auto populate their info. Now with Jobs V2, we enter the job and it should pull that info automatically to the contact so that we don't have redundancy.
1 vote -
Pitch in JobNimbus measurements
the measurements tool doesn't provide the pitch when reporting back to JN, this is needed
1 vote -
Total & Subtotal - Option to hide from estimate
We use JobNimbus for a lot of insurance jobs and would like the option of hiding the total & subtotal from the estimate
1 vote -
Date since touched
a time stamp showing the last update, or last time the record was touched would be useful
1 vote -
2 votes
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engage sorting
Add the ability to sort by unread messages in engage
1 vote -
Send automations from Sales Rep's number
This feature request would allow you to send automated text messages to customers and have the number it is sent from be the same as the number for the sales rep assigned to the job or contact.
1 vote -
Engage Tags/Show Job Statuses
When working within Engage, there isn't any data that references where the jobs are in the process. It would be great if there were a way to view all of a certain group of jobs in the Engage view. This could be tags, or even just displaying the job status etc. That way you don't have to go back and forth between the board and Engage to know who you need to text.
2 votes -
Need ability to add phone number details in UK format
We are a company that has been with JN for a long time, We are located in Serbia. Before the new job format was recently released, we could enter phone numbers in the European format. Now it is only allowing Canadian/ American numbers. Can we please have the new format add European number formats?
1 vote -
Auto convert estimates to invoices
Currently, when a client signs a contract, JobNimbus automatically sends them an invoice link to make a payment — which is great. However, the system does not actually create an invoice or convert the signed contract into one. That step still has to be done manually, followed by applying the payment that was already made to the newly created invoice. This leaves too much room for oversight and unnecessary extra steps.
Ideally, the system should:
Automatically convert a signed contract into an invoice.
Automatically apply any corresponding payment (like a deposit) to that invoice.Having this process handled behind the…
2 votes -
Pass fees per invoice
Right now the credit card fee handling is the same for all customers, but for some customers we want to cut a deal, so we would like to remove the fees easily for one customer or invoice
1 vote -
Multiple signing&upgrades pages for each page that exists on the estimate details page
Right now, in the New Sales Experience, you can specify different estimates from the estimate details page, but you can't differentiate between those separate estimates on the signing and upgrades page. It would be nice to have a feature to allow separate signing and upgrades pages for the separate estimate on the estimate details page, to keep the upgrades for each estimate listed independently from the others that don't apply.
1 vote -
Ability to adjust all information listed on the Cover page of an NSE estimate
Ability to adjust the Sales Rep info (Nmae, number, email) and the "We can help you with" portion of an NSE cover. This is possible in SumoQuote, but not in the New Sales Experience.
1 vote -
Itemized totals for mobile
When adjusting the margin slider in mobile, it doesn't show a breakdown of pricing like it does on web, it only provides a subtotal on the previous screen after adjustments. It would be nice to see the same type of treatment on web applied to mobile estimating
1 vote
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