General
783 results found
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Status Change Activity Report
I would like to be able to create a classic report that shows me specifically only status changes to contacts or jobs and not all contact modification activities.
1 vote -
EagleView/Hover - On the same line in settings
It would be nice if I could merge or have multiple 3rd party apps all in the same menu instead of separate menus in settings
2 votes -
EagleView - Ability to choose what documents upload by default
It would be good to have an option to choose what documents upload from EagleView to JobNimbus documents section. I don't need the Property Owner report or json file.
2 votes -
Delete Company Documents in Use
Sometimes, company documents cannot be deleted if they are in any existing email threads. Need to be able to delete or hide them from the company documents regardless.
8 votes -
Angi's List
Logo wants an integration with Angi's list so that contacts and information can port over into JobNimbus
2 votes -
Invoice payment terms
Have the option for Net90 as a payment term for an invoice.
1 vote -
The capability to save reports from the Insights dashboard like you can in Classic Reports.
Saving Reports In Insights
3 votes -
Engage to send a VCF file
Share feature in Engage to send a VCF file. Like a share in iphone to share a contact
2 votes -
Better JobName for QuickBooks Sync
Can we have our job name field be locked and automatically created as a template with this information? (Smith, John #1234) = (job lastname, job firstname: jobID)
Currently, the 'jobname' is the field that is mapped to 'DisplayName' in QB. We have found that unless we have a way to track supplier invoices by 'JobID' in Quickbooks, the sub customer list in QB is not a scalable solution since it relies on the 'jobname' in Nimbus.
2 votes -
Creating Folders in SumoQuote
It would be great to create folders for your layouts in sumo quote instead of having a huge list.
Folders for automations, tasks, note type..
2 votes -
Limit Access to Eagle View
Create option to limit who has access to order Eagle View reports in Access Profiles.
1 vote -
Less Frequent Login Requirements
Simply put, I have to login to my account WAY too often. Whether via 2 factor authentication, biometrics, or whatever, I should be able to stay logged in on my daily devices for weeks at a time, not a day or two like it is now. This is especially cumbersome on mobile because my password manager is prevented from auto-filling login info on the current app.
2 votes -
NSE estimate layout on mobile reflect on desktop
when creating a layout via the mobile app it saves as a layout under my layouts on the desktop version and the ability to edit the layouts on the mobile version
1 vote -
Insert Assignee Image
When creating templates, it's possible to insert the Sales Rep's profile image into it with a short code. I would like to be able to insert assignees images for later steps in the process.
2 votes -
Simplify the New Sales Experience Estimate
I would like to be able to create a one page estimate for the insurance company to view. Right now, for my company, I need to send just one page to the insurance company, but I need to include my company details with a cover page.
1 vote -
JobNimbus pop ups
get rid of these stupid pop up things when I open JobNimbus.
49 votes -
Create a 'Return to Top of Page' button
Move to top of page button at the bottom of the screen when scrolling
2 votes -
Make Chat and Help Buttons Hideable/ Change location
Please make the icons for chat and help hideable. They are always in the way of the boxes that I need to click that are behind them and I cannot scroll any further to gain access to the boxes that I need to be clicking.
37 votes -
Please relocate the popup that appears every time you do an update to a contact. It blocks the 3 dots.
Pop ups should not disable features due to their location on the screen. When you get good at JN, a 3-4 second delay due to the pop up is like listening to that stock answering machine message for the millionth time.
8 votes -
Better User Interface
Improved User Interface on web
93 votesLots of ongoing work around new sales experience, a sidebar for job/contact details, board improvements, and more.
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