General
871 results found
-
Financing Integration for Slice
Need Slice as an option because they have better rates than Sunlight Financial
3 votes -
Check list for jobs -
right now we use trello which has our checklist for standard residential roofing job - where you check off items such as obtain signed contract, obtain Permit, pay for permit, do prelim walk through, etc this allows us to know all they key items were **** prior to starting a job- we do the same thing for during production and then post production - the ability to have checklist in JN for a job that shows you at a glance where you are at in the porcess is critical when managing multiple jobs at a time.
1 vote -
Automatically assign tasks
would like the ability to auto assign tasks to users. i.e: a specific task type always defaults to a certain user
1 vote -
Custom contact fields on mobile
would like to be able to input custom contact fields on mobile when creating contact like you can on desktop.
1 vote -
Ability to archive notes emails documents and other communications within a job
When working within a job that is active but larger in scope with many emails , documents and communications - the ability to archive items within a job to keep only pertinent information in easy view, ie you send an email in JN asking question from client they respond and they have a logo or several in their signature - and once the question is answered you do not really need the email visible - the ability to archive the email exchange - as well as all the logos in documents/photos that are not pertinent to the job - so…
1 vote -
Show invoice # and estimate # when creating them
Visualize the Invoice # and/or the estimate # when creating an invoice or estimate.
2 votes -
1 vote
-
Be able to view the margin percentage on an estimate after it is sent to the customer without having to edit said estimate.
Currently after an estimate is sent to a customer to sign the only way to say margin percentages, markups, or information similar is to edit that estimate which makes it invalid for the customer, or duplicate the estimate and go into edit that one.
1 vote -
Paid online comprehensive training for JobNimbus outside of professional services
Beyond professional services, if there were online training that is more comprehensive that people could purchase and refer back to.
3 votes -
Alphabetized sales tax
Right now it might be ordered by date added, but it would be easier to find alphabetized
1 vote -
"Change Order" Update Fully Signed Estimate
Would like to update an already approved estimate to add additional job costs and have an automation where a change order email sends to the customer requesting the additional payment
1 vote -
Hyperlinks & Company Cam
Hyperlink support for Company Cam so that from the Contact/Job Record you can be directed to CompanyCam's record.
1 vote -
Sales tax is automatically applied per zip code
This would save time
1 vote -
Forms activity in Reports
It would be great if activities such as Form Submitted was available, and a filter criteria for reports.
2 votes -
Insurance information in New Sales Experience
You can fill it out with SumoQuote, but not in JobNimbus
1 vote -
Modify Fonts Anywhere
The ability to change the font and text size within estimates, invoices, work orders or anywhere really with a text box
4 votes -
No email required for signing estimates
This user does not email their customers and would like the option to omit the email address when marking an estimate as signed
1 vote -
Option for manual payment when collecting a deposit
When collecting a deposit on site, instead of only allowing CC transactions, they would like to see the option to log a physical payment like cash or check
1 vote -
ability to send the sales rep or assignee and subcontractor the estimate from the "email estimate" page
When you click the 3 dots and email the estimate the the customer, you no longer have the option to add your sales reps anyone else without typing out their email
1 vote -
Able to not send an estimate via email when signing
We just use paper estimates
1 vote
- Don't see your idea?