General
886 results found
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Multiple Emails attached to a Job
User would love to add multiple emails to a job. He would like to be able to send invoices, estimates, documents, etc. to multiple people through the job menu.
1 vote -
Phone Number Labels
Would like to be able to add a label to different phone numbers listed under a job or contact. It would be nice to be able to label if the phone number belongs to the owner, property manager, landlord, etc.
1 vote -
Move Jobs between different boards
While you can move jobs from one status to the next, it would be nice to be able to move them to a status from a different board. This could be done via a dropdown
1 vote -
Disallow adding jobs to contacts you're not assigned to
Disallow adding jobs to contacts you're not assigned to, even if the contact workflow is available to everyone. This is about integrity
1 vote -
Toggle Require Estimates Fully Signed to Convert
I would like to be able to convert estimates without having them fully signed. It would be better if this was something an admin could toggle.
2 votes -
Wants the option to hide descriptions on P&S
sometimes they may use supplies from different suppliers in one job and if quote details has a specific product they did not deliver it can be an issue with the contract
1 vote -
Admins able to change profile settings
As an admin, I would like to be able to change things like profile settings, calendar views, and what's on the dashboards for each of the users.
1 vote -
1 vote
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Map-based schedule - Idea
In future updates it would be nice if your maps had the ability to route the best routes for getting to a worksite, materials, e.t.c
Also would be nice to have all of the appointments/tasks show up on the map when tapping on the location
1 vote -
Void Estimates - Recover dollar amount
It would be nice to have some sort of way of recovering the original dollar amount on a voided estimate through classic reports. Whether the dollar amount shows in the activity log of the estimate, or if it can be shown by filter/column in classic reports, that would be very helpful!
1 vote -
5 votes
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Activity Tracking for records in Financials Tab
Activity tracking on Financial documents such as estimates and invoices.
1 vote -
Documents - Limit Who Can Sign
It would be good to see in future updates the option to reduce who shows up as "Signers" when generating documents in JobNimbus. Our company has only two people who are authorized internally to sign, and it can be confusing for our users to know who to choose if 50 users are showing up in the drop down menu
Perhaps one idea would be making it so only the assignee(s) and sales rep(s) of a contact or job, would show up as "Signers" when clicking on "Add Signers" from a document.
Or perhaps have this added somewhere in settings where…
2 votes -
Separate Sales Calendar vs Assignee Calendar
Need to be able to filter the calendar for things the user is the sales rep of or for things the user is the assignee of. If the sales rep is only sometimes the assignee, then it creates lots of instances where it will show up twice.
2 votes -
2 votes
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Search bar logic
Search bar is too specific
2 votes -
Insert Logo onto Inspection Photos
In the New Sales Experience, I would like to be able to insert my logo onto the inspection photos so that it is overlayed. It would be nice if it could just pull my company photo. Even if the annotations could allow inserting an image and then resizing that on the inspection photo, then I could do it.
2 votes -
Ternary Operators in Product Calculations
For product calculations, would you guys allow inline javascript using ternary operators like this? It calculates correctly using test inputs, but it will not let me save the formula:
2 votes -
Automatically Enter Text Field When Adding Line Item
On work orders, when you click to add a new line item, you then have to click on the new line item's text box to start typing in it. This should be the place the cursor starts in automatically if you just added it. This should be true any time you add new lines/sections to any of these kinds of documents.
2 votes -
Convert File Types PDF, PNG, JPG, JPEG, etc
It would be nice if we could convert file types within JobNimbus. Like if a saved PNG could be converted to a PDF etc
2 votes
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