General
876 results found
-
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 -
Layouts permissions
Logo is looking to limit visibility of estimate layouts. Specifically, he wants to ensure that if someone is a subcontractor, they can only access and create estimates from a specific set of layouts, rather than seeing all layouts the admin has created.
1 vote -
NSE Auth Page Show Item Names
It looks like when viewing the PDF of the authorization page, it doesn't display the item name, just the description. Would like this to do both or at least be an option.
2 votes -
Eagleview bid perfect
Wanting us to implement bid perfect with NSE
1 vote -
Adding more dynamic field options for Job display
Would like a way to easily see the job value and the balance of the job when you click into the job. I know we can set up the profit tracker but it would be very beneficial if in the details of the job we can put in the job value and balance.
1 vote -
Increase limit on custom fields
After hitting the max custom fields for a specific field, they would like to see more field spots added
1 vote -
Automations for reports
Would like to see automations to automatically pull reports within classic reports
1 vote -
Adding additional characters to the Contact Fields
We created a custom field with the salesperson's direct phone number that gets inserted into the welcome letters along with the photo of the salesperson. This assures people that the person knocking on their door is from Anderson Roofing, not a random stranger.
We ran out of characters. Please increase the character limit availability on the contact card function. We need to be able to add three more names.
1 vote -
The optional field in the user profile for their job title to then be used in the email template insert fields
There should be an optional field for a user's profile to put in their job title that can then be used in template insert fields to better communicate with customers who are sending the email that an automation is set up for.
2 votes -
Insert template field for the First name only of a sales user
There is no template insert field to only insert the first name of a sales user. There are options for Primary contacts to insert only first or last names, and each user in JobNimbus for their profile has a first name and then a separate last name field they fill in when setting up their profile, so it makes sense to allow the same options for inserting fields for sales users in email templates.
3 votes -
Updates page for customers to refer to when a new feature is implemented, or changes are made.
Joan was wondering how she could keep track of different updates or changes that are made to JobNimbus. If there was a page she could read about change logs to JobNimbus.
1 vote -
2 votes
-
1 vote
-
1 vote
-
Editing split terms on an invoice after a payment has been made goes against the total, not the balance due
This works better for our workflow.
1 vote -
Able to have individual line items
Want to make sure that they right things are paid for properly, like what exactly goes to Net claim, recoverable, and deductible, and to have that show up well in QuickBooks
1 vote
- Don't see your idea?