General
1032 results found
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JobNimbus Multi Factor Authentication as an Option
Would like our JobNimbus account to have more security options to protect our account such as Multi Factor Authentication.
1 vote -
Custom Payment Type
Besides the default payment options, It would be nice to be able to add custom payment options when adding in a payment in JobNimbus.
2 votes -
5 votes
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Able to nullify contact start dates
When a start date has been created, and it could be inaccurate, we would like to be able to nullify the start dates, possibly through API
1 vote -
QuickBooks fees handled differently
The current process for fee reconciliation with JobNimbus Payments and QuickBooks is very time consuming
4 votes -
1 vote
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Customer Access Portal in JobNimbus
Logo would like to have the ability to have their customers access their job in JobNimbus to where they can see certain parts of the process and where it is at.
18 votes -
2 votes
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Allow Secondary Signature From JN Record
When we add a team member as a secondary signer to an estimate, we can only execute that second signature via the emailed link. However, the job activity feed only has a link to the PDF. It would be more efficient for us if we could choose to sign any estimate pending our signature from the job or estimate record itself. We can do review and share > sign now if we are the first signer but this does not allow the homeowner to choose options.
2 votes -
Improved Hiding Products & Services
With the New Sales Experience, we have the ability to manage calculations for individual products. However, hiding a product or service does not remove it from that list. Having "hidden" item showing here is confusing and it would be improved by hiding them here as well.
2 votes -
Add more to JobNimbus' CSP to allow wisetack
Right now it is rather restrictive. Please add at least *.texasselectfencing.com to the list of allowed domains. See Hubspot ticket: https://app.hubspot.com/contacts/3409122/record/0-5/18860574367/
1 vote -
Notes in profit tracker
Want to be able to add notes in profit tracker like invoice numbers from supplier purchases
1 vote -
Download templates
The ability to download templates to PC
1 vote -
AI use for documents
It would be amazing if JobNimbus could integrate AI or OCR (Optical Character Recognition) technology to process documents, such as Xactimate reports. The feature could allow users to upload a document, and the system would intelligently extract relevant data to automatically generate material POs, estimates, or invoices.
This functionality would save time, reduce errors, and improve efficiency, especially for businesses handling a high volume of insurance restoration projects.
1 vote -
1 vote
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1 vote
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Direct Wisetack Integration
We would love to be able to have Wisetack integrate within the estimates themselves to make the process easier.
2 votes -
Automations to Recognize Notes in Activity
There is an automation recipe in the Help Center for recognizing when a document is signed. However, when we try to adapt this recipe to detect the activity message for a document being sent, it does not work. Being able to trigger automations by when a "Activity" is "Modified" with the condition If "Note" "contains (any)" "sent Document" and have it read the email messages that appear in the activity feed as well, would be very useful.
2 votes -
Contact Fields
Logo wants to add in a field for inspector and have it act like the assignee column as he wants them to receive notifications and have it as a better way to organize the contact fields.
3 votes -
Be able to get rid of not present option on forms
want to be able to get rid of the option of "Not Present" when creating a picture option on forms so that employees cant bypass and skip out on taking pictures
1 vote
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