General
964 results found
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Final price name change
Being able to change the wording for Final price on an estimate
1 vote -
Highlighted areas in the general customer profile
Could we have certain fields in the customer profile be highlighted? See the attached example.
2 votes -
Customizing Conditional Fields in Workflows
Regarding the growing need for more efficient workflows, I wanted to highlight how adding conditional field logic and customizable job pipelines in JobNimbus could be a game-changer for your users.
Right now, teams are spending time scrolling through irrelevant fields—slowing down processes and creating friction. By introducing conditional fields, users would only see what matters based on context, improving both speed and accuracy.
Please see the following examples:
At the same time, every business runs differently. A roofing contractor might use a “Roof Replacement” pipeline with a “Permitting” stage and statuses like:
- Permit Documents Made
- Permit Documents Signed…1 vote -
Add create Contact - full details
I can no longer create a contact from the home screen. The "Create +" button only allows a Job or Task to be created now, so I have to begin to create a Job, get Name & phone number, create from that, then go back into the search bar, type in their name and go to their profile, and then I can go on creating the contact from there. There is a drop-down feature that allows me to add in more detailed information, but not everything we need including class, lead status, etc. It is an extra step, and messes…
2 votes -
Visa surcharge breakdowns are clearer
Right now when the credit card fee is passed to the customer it very clearly shows that on the invoice, but we have to manually dig around more when someone pays with Visa. It's just confusing and more work, and we would like it to be easier, please.
1 vote -
Don't CC NSE estimates
It is pretty confusing when the initial email is CCed to us because we accidentally sign for the customer
1 vote -
1 vote
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1 vote
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2 votes
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Profit tracker x insights permissions
Right now if someone has the ability to see Insights they can see profit tracker, which is inappropriate when we just want them to see their sales
1 vote -
1 vote
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JobNimbus Jobs V2
JobNimbus Jobs V2 should have it's own category within User Voice in order for users to easily find and support the things that don't work and features remove unnecessarily that make more work. Change is always going to take getting used to but when things don't work at all or make work more difficult there needs to be an easy way for user's to voice there concerns and feel assured the feedback is being monitored.
I for one have tried the new Beta version of the roll out and there were so many issues I couldn't work around that I…
2 votes -
Would like to hide incomplete tasks on web and mobile
To declutter the calendar
1 vote -
manually enter estimate price
Ability to adjust the price of the estimate without going line by line
2 votes -
Sumoquote bluprint
Want to be able to blueprint a company for another company. Essentially copy/paste companies, but add a different name
2 votes -
Financials User Interface
Logo would like to navigate back to a job more easily after creating a document in the Financials tab; the only options are to go back to contacts, Logo has to lookup the job again
1 vote -
Ability to see customer's info in calendar by hovering mouse over customer info
While office admin is scheduling jobs it would be very helpful to be able to see customer's info on jobs currently in sales reps calendar's. Currently you can click on customer and see info on side of screen, but then you need to exit and click on the next. Would be great to hover over current jobs to see address and see how new customer fits into schedule without a bunch of back and forth.
1 vote -
Engage - option to clear notifications manually so they can go back and review them
option to acknowledge messages so if they forget they can go back and have the reminder that they are there
2 votes -
Engage - Group Texts
Referrals from adjusters that want to be included in the text so they are needing to send texts outside of engage now
2 votes -
Token ID for estimate ID in estimates settings
Want to be able to add additional tokens/template fields for estimate layouts. Specifically Estimate ID
1 vote
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