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JobNimbus Feedback

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General

968 results found

  1. 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

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  2. 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

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  3. 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

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  4. 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.

    3 votes

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  5. Jump to bottom button

    Button on boards that would allow you to jump to the bottom of a column

    1 vote

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  6. Upload Videos

    Would like the ability to upload video to a job.

    10 votes

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  7. 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.

    27 votes

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  8. 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

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  9. Auto logout feature

    Would like JN to have an option to log out when the window is closed

    1 vote

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  10. 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

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  11. 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

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  12. Payment method on invoice

    Add payment method on paid invoice so customers can have that on their record

    2 votes

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  13. Photo download

    Wanting to download all photos compiled into a PDF

    2 votes

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  14. SumoQuote Emails sent from Sales Rep email

    Right now when emails are sent out from SumoQuote they are all sent from the same email address, but they would like to all be sent from the same person

    1 vote

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  15. Search Bar Function for emails and phone with characters

    It would be very helpful to our team if we had the ability to search for jobs/contacts by email and that we could copy and paste the phone number and not have to remove characters to get the job/contact to populate.

    1 vote

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  16. Payment Reports - Taxes Column/Filter

    It would be good if payment reports had the column and/or filter for keep taxes separate

    1 vote

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  17. Material Orders QB Sync

    Add ability for Material Orders to sync to QuickBooks

    1 vote

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  18. Job costing in work orders

    Would like to have these 4 pieces of information on the work orders:

    Total price
    Revenue
    Profit
    Profit Margin

    It's more convenient than in the estimate or the job costing feature.

    1 vote

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  19. Autosave New Sales Experience Mobile Estimates

    The functionality of saving working differently between New Sales Experience on mobile and desktop is different: it autosaves on desktop, but not on mobile. This can cause rather large losses of time for some estimates.

    2 votes

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  20. 3 votes

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