General
949 results found
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Photo markup on desktop
Would like to have the option to do photo markup on the desktop like you can on mobile
2 votes -
Complete Tasks Via Automation
Would like the ability to have the action of an automation complete a task.
2 votes -
Ability to see the dollar amount requested for the deposit when a percent is entered.
It isn't currently possible to see the actual amount that was requested for a deposit when a percentage is entered. It would be nice to see this directly when creating the deposit.
2 votes -
2 votes
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Zapier JobNimbus Action to Create Estimate
We'd love to have a built out action for the Zapier integration to create an Estimate. That way it doesn't have to be a custom request.
2 votes -
Insights data via API
It would be great if we could access Insights data via API. Stage data and rates etc.
2 votes -
Job Lookup via Zapier
There are many options when using the JobNimbus option in Zapier, but there is no lookup for Jobs. We would like this option.
2 votes -
Tags or other Identifiers for Estimates on Mobile
On mobile, you can just see the estimate numbers before clicking into the estimates. It would be great if we could have some more obvious identifier to mark what is what when we have multiple estimates or kinds of estimates.
2 votes -
Show DEBIT/CREDIT on Payments
Currently, when a card payment is processed via the JobNimbus Payments system it always displays in the CRM as a credit card payment under the financials tab. This makes it very difficult to track which jobs should display extra fees on their invoices or which jobs we should expect to see fees on in general when we are passing them to customer. Please update this and make sure it reflects in the classic reports as well.
2 votes -
Payment Status Update for Returned Payments
Currently, returned payments do not update the status of the payment in the Financials tab. This should be updated whenever a payment is returned so that it's more clear.
2 votes -
Mention reports
The ability to create a report for @mentions in classic reports
2 votes -
Product details on the authorization page
Display product name on the auth page when adding upgrades
2 votes -
debit cards vs credit cards
Would like the option to have the system choose to block debit card payments
2 votes -
Tax comes over from SumoQuote standalone
right now line items come over but tax does not
2 votes -
RoofScope Measurement Upload
Please add support for uploading RoofScope measurements into JobNimbus
2 votes -
Make dropdowns easy
they are too easy to mouse off of and mess up
2 votes -
NSE Email Activity Parity
Currently NSE related emails do not show in the activity feed. The open/click notifications are via email but also do not appear in the activity feed. Replies to that email seem to just disappear. This needs to work like all the other emails do. Activity in the activity feed included sent, replies, delivery status, etc.
2 votes -
2 votes
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Feedback - Task Reminders
One of the things I'd like my staff to do, especially sales and admin, is continually follow up with our clients. I'd like to request an easier way to set reminder tasks for users. I don't know exactly what or how yet but the creating tasks is several steps and cumbersome.
I would suggest looking at Pipedrive software features for this and see if JN can integrate some of those methodologies. It is very action focused software that doesn't allow you to forget jobs/clients/activites
2 votes -
Print P&S
It would be great if we could print our Products & Services List. With and without Hidden items.
2 votes
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