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JobNimbus Feedback

Have suggestions for how we can improve? Share them in the categories, or vote for the ideas you like best. We want to hear your feedback!

Please only include one suggestion per post. While we can't respond to every suggestion, we are committed to reviewing every suggestion individually.

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969 results found

  1. 3 votes

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  2. Improved Search Function - Products and Services

    Products and services search function doesn't always find the product. Would like the search function to be improved.

    1 vote

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  3. Edit Products and services catalog from within the estimate on the new platform

    Add the ability to update products and services within the estimate. We make the same manual changes to line items all the time while writing estimates because we don't have the time to go open a new tab, go to the products and services catalog, find the line item, and edit it. It would be great if we could just check a box that says "permanently edit this line item" to change it in the catalog so it is always correct moving forward.

    1 vote

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  4. Refined Automation Options

    More refined conditions and options for automations

    1 vote

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  5. Estimate Details Page Notes Box Format

    Looking to have the estimate details page notes format at the bottom to go from left to right instead of right to left.

    3 votes

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  6. Dedicated Email Tab and UI

    A dedicated email view within JobNimbus, similar to the Engage tab, but for emails.

    2 votes

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  7. embed legend to invoice

    Want to embed a legend inside the invoices so we do not have to add it manually each time.

    1 vote

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  8. Would like payment status for JN payments to show on the app

    I would like the payment status to show on the app. I am generally on my phone and would like to see it there, not just the desktop.

    1 vote

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  9. Header and footer options.

    update header and footer of estimates

    1 vote

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  10. Page numbers on the pages.

    page numbers on docs

    1 vote

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  11. Automation JobNimbus Notifications

    Ability to choose to send account notifications from an automation instead of just text messages and emails

    1 vote

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  12. 1 vote

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  13. Create Task Button

    Wants a separate button to create a task from the home screen

    1 vote

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  14. Modular Homepage Buttons

    Would like to be able to add buttons for things like "create contact" and reposition them on the homepage.

    1 vote

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  15. Hyperlinks in custom fields

    Would like the ability to add working hyperlinks in custom fields

    1 vote

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  16. Custom Estimate Email Subject Line

    Wants to be able to edit what the subject line says when an estimate is sent to a customer

    2 votes

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  17. Estimate emails

    Would like to be able to be prompted to create an email, or add a note in the email when sending the estimate from the financials page

    1 vote

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  18. Auto populate email

    Would like to see the email automatically populate when sending an email to the contact to prevent typos

    1 vote

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  19. EagleView Tokens For Each Slope Area

    The EagleView Integration can pull total roof area and have it function with tokens and calculations instantly. However, it cannot differentiate slopes. This data is included in the reports and it would be great if the system had tokens for area of each slope such that we could have them pull automatically. Industry standard is 0/12 and 1/12 are flat, 2/12 and 3/12 are low 4/12 through 6/12  is standard and steep is 7/12 +. Not every product needs tp be purchased the same way so the best solution would be if the integration could pull the area of each…

    2 votes

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  20. 1 vote

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