General
973 results found
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centralized emails
instead of the emails being sent only to the one who originally sent the email, they would like to see a centralized JobNimbus email inbox that will display all new emails in inboxes
2 votes -
Highlight Sections of a Contract
We want to be able to highlight parts of a contract. We just want to improve the visibility of specific portions of the contracts.
2 votes -
2 votes
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Task Complete Generate Note
It would be great if we could make the completion of a task open a note for the team member to then fill out.
2 votes -
Translate to Spanish
It would be great if there was a button or setting to switch to Spanish in JobNimbus. Maybe a way to save Spanish and English versions of docs/etc as well so they can toggle if an actual translation feature is too complex.
2 votes -
Migrate Engage Conversations to New Account
It would be great if it were possible to migrate engage conversations to a new account. We have two accounts and have to juggle them because we are unable to migrate the conversations.
2 votes -
Email notifications for text messages
Would like to get email notifications when a text message is received in engage. Alternatively, they'd like to see automations be better integrated with engage so they could enable an automation to send an email when texts are received
2 votes -
Improved Search Function - Products and Services
Products and services search function doesn't always find the product. Would like the search function to be improved.
2 votes -
Dedicated Email Tab and UI
A dedicated email view within JobNimbus, similar to the Engage tab, but for emails.
2 votes -
Page numbers on the pages.
page numbers on docs
2 votes -
EagleView Tokens For Each Slope Area
The EagleView Integration can pull total roof area and have it function with tokens and calculations instantly. However, it cannot differentiate slopes. This data is included in the reports and it would be great if the system had tokens for area of each slope such that we could have them pull automatically. Industry standard is 0/12 and 1/12 are flat, 2/12 and 3/12 are low 4/12 through 6/12 is standard and steep is 7/12 +. Not every product needs tp be purchased the same way so the best solution would be if the integration could pull the area of each…
2 votes -
Add the related tab to Payments in financials.
I want the ability to see all payments made to all jobs on a contact.
2 votes -
Relate Work Order Activity to Contacts and Jobs
Currently, work order activity such as text messages sent by automation triggered by the work order, does not show up under the contact or job. Even if the related box is checked. It would be great if this was included.
2 votes -
2 votes
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Work Orders to be in different colors
I would like the ability to create work orders in different colors.
2 votes -
Customizable contact/job screen on mobile app
To customize what details are shown on the top screen when viewing Contact/Job
2 votes -
In depth reports data
Provide more detail reporting in Insights. Particularly budget line items within the report
2 votes -
When Editing Job Type, Something That Indicates the Previous Setting
When job type is updated, the status defaults to the first status in the workflow, without any indication. There is no way of knowing without exiting the edit screen what the status was before changing the type.
2 votes -
Budgets: Labor and Material Raw Totals
On budgets, I would like to see the raw total of all Labor items without margin/markup on a line and then on another line I would like to see the same for Material.
2 votes -
Mention Notification Email Updates
When someone is mentioned on a note, the notification email shows the original creator of that note, but when the note is updated and the mention is not modified, a new notification is sent out that shows the editor of the note and states they have tagged the individual.
It would be nice if the new email would either state that someone has updated the note they were mentioned on (instead of stating they tagged that individual) and/or show in JobNimbus that the note was edited.
2 votes
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