General
870 results found
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NSE Signature Request Replies to Associate to Record
Currently, whenever a customer replies to a signature request from NSE Estimates, they do not associate with the record. This should be updated such that the replies are attached and are viewable on the record within JobNimbus.
2 votes -
Converting a draft estimate to a material order
The ability to convert an estimate that is in draft status to a material order.
2 votes -
1 vote
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1 vote
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1 vote
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Email forms to customers for surveys
Logo would like the ability to send a fillable survey form to their customers after service. Currently, we don't offer any tools that offer this
1 vote -
NSE PDF's to be fillable
It would be great if the PDF's we insert into the New Sales Experience Estimates were fillable by the customer. Or at least if when we do a custom PDF page and insert a fillable PDF that ability would transfer to the version that sends.
9 votes -
Contact Options Fields Auto-Alphabetic
When we are modifying our custom contact fields, it would be great if the options lists would auto-sort their options to alphabetic order when saved.
2 votes -
Adding Blank Open Tasks to Available Times on Calendar
Would like the capability to be able to add an open task of a certain color to mark open slots on the calendar to make it easier to view
1 vote -
Being able to embed a video into the NSE estimate pdf
Logo was asking if they could create a custom page and actually embed a video into the page besides using a link. Their work around is to use a Canva plugin to attach it to a pdf they make and then add that to their estimate as a custom page.
2 votes -
1 vote
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ABC Order Acknowledgement
It would be great if the ABC Order Acknowledgement would post to the job after submitting an order through the ABC integration.
2 votes -
Updating JN Photo Editing/Annotating to be more user-friendly
CompanyCam has a better user face with editing and annotating photos. Would like the inspection page to be better when editing photos.
2 votes -
Eagleview measurement
to be able to have the option to automatically order a measurement in eagleview when inputting a client
1 vote -
1 vote
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Jobs Folder - New Feature in JobNimbus
It would be awesome to have a Folder Feature in JobNimbus.
Basically, you'd have the option to add specific jobs to a Folder and only specific people with set permissions can access that folder.
I know there is the groups feature, but that isn't what I am looking for. A Folder would be a great way of having a visual representation of jobs that only specific users have access to.
1 vote -
Being able to send a receipt after manually entering a payment in JN
Interested in sending a receipt to the customer on a manually entered cash payment, which was for a deposit, before creating an invoice since none of the work had been completed.
2 votes -
Job mapping
Within the jobnimbus app, allow your jobs to map together to build a route
1 vote -
Copy Workflows from Contacts to Jobs
Would like the ability to move workflows from Contacts to Jobs without having add all the statuses manually
1 vote -
Once Touch Contact on JV2
Would like a once-touch contact creation like how it only takes one touch to get to the job form on mobile for Jobs V2
2 votes
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