General
1032 results found
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naturalForms Integration: Include All Template Fields
We need the naturalForms integration to include all the Template Fields that can be put onto documents, like Estimate Amount, Estimate Number, etc.
2 votes -
Wants the ability to sort a payments reports by payments not logged to an invoice.
Ability to sort payment reports by type of payment, ie. Payment that is not logged to the invoice yet.
2 votes -
Terminate Quote Links
We want a way to terminate the quote links so that the quote becomes unviewable. Prices may change etc so we would like to have that control over old or outdated estimates.
2 votes -
Reference Specific Invoices in Email
Our process sometimes involves having multiple invoices open on the same job. We use JobsV2 and try to use Template Fields as much as possible. However, there isn't a good way to specify certain invoices using the available Template Fields. It would be great if there was a way to designate this so we don't have to manually update the emails before sending.
2 votes -
Mixed Type Forms
I would like the ability to make mixed type forms, such as photos and checklist.
3 votes -
Financials/Products & Services to 4 Decimals
For insurance, we need our estimates to exactly match the Xactimate estimates that come in. However those estimates go to four decimals on everything so we need to be able to go to four decimals on our products & services, line items, taxes, and totals to be able to match.
2 votes -
Mark Labor as Tax Exempt
Labor costs are not taxable in Luisiana. With Labor and Material being part of the same line items with the New Sales Experience, it makes it difficult to manage this.
3 votes -
SQ and JN Control What Happens when an Estimate Link Expires
In addition to the timeframe for expiration. It would be much better if we had control over IF the link should re-send. If our pricing is time-sensitive, why would we want it to resend at all after expiration?
18 votes -
Add Tasks to Contacts when using jobs
please add back tasks to contacts (to show all tasks in the contact view. I create contacts regularly without requirement for a job. When I open a contact I wish to see contact-related tasks in one and same view.
It has become overly cumbersome to be required to go out of the contact to see / manage any tasks for that contact. Much better to remain on the same page to manage, create, etc. How can a feature request be made?3 votes -
Delete Documents Requested for Signature
Being able to delete duplicate documents that are sent for signatures
2 votes -
City Search Function
Be able to search a city that is apart of a contact rather than creating a classic report
3 votes -
Hide Good better best
The option to hide the other options after the customer has chosen one
1 vote -
2 votes
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1 vote
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Options to only allow users to view only their own commissions on Budgets but not other users'.
Users have access to budgets but wants to further limit their viewing access so they can only see their own commissions.
1 vote -
Compress Photos
It would be nice if JobNimbus has a built in feature to compress photos
2 votes -
centralized emails
instead of the emails being sent only to the one who originally sent the email, they would like to see a centralized JobNimbus email inbox that will display all new emails in inboxes
2 votes -
Highlight Sections of a Contract
We want to be able to highlight parts of a contract. We just want to improve the visibility of specific portions of the contracts.
2 votes -
2 votes
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Material Order Template Line Item editing
Ability to edit the line items of the Material Orders at the template level
1 vote
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