General
1015 results found
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2 votes
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Permanent Logs of Deletions
Currently, the permission in access profiles for "delete records" applies to things like contacts and jobs and activity logs. We need to split those up or create a way for us to see if someone has deleted their deletion activity. It could be a specific kind of report/view or even something that requires contacting JobNimbus, at least. SuperAdmins/Owners just need a way to see if users have deleted the activity, and you can't grant the ability to delete contacts without also granting them the ability to delete that same deletion activity record.
2 votes -
View Saved Spreadsheet Files
Would like to be able to save spreadsheet files into a job and have it viewable on JobNimbus. Right now I can save them, but I cannot view them without downloading.
2 votes -
Delete/Hide Locations
Would like the option to remove or hide any locations that are currently not active as they can make the list difficult to manage.
2 votes -
Lock Paid Commissions in Budgets
If a commission is marked as a percentage of Gross and also paid, and then the gross value changes, it alters the amount of the payment. This needs to be lockable. So the amount paid does not change. Probably need to list another field or something to illustrate that the amount paid is not the percentage indicated. But the paid commissions need to not change unless manually changed.
2 votes -
2 votes
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Parent Record Address on Work Order Cards
On Boards, work order cards can be edited to show the parent record display name. However, they do not have the parent record address. Need to be able to display the address of the contact/job on the work order board cards so that we can easily organize.
2 votes -
2 votes
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Tax Exempt for Contacts/Jobs
Would like the ability to mark contacts/jobs as Tax Exempt in JobNimbus such that it can sync to QuickBooks.
2 votes -
Organize Calendar for Multiple Individuals
Instead of seeing the task, work order, or material order multiple times on the calendar, I would like to only see it one time when I have multiple people selected.
2 votes -
2 votes
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Insights Columns match Exported Data
As I can modify which columns I can view within the Insights page (i.e. remove "Lead Source" or swap "Close Rate" and "Lead Count", etc.), I would like these changes to also reflect on the report that I export when I download the data.
2 votes -
2 votes
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Automation for when a payment is made in Quickbooks
There is currently an automation for when a payment is made in JN but it does not recognize it when that payment comes from QB first and then into JN.
2 votes -
Another Documents tab in the contact/job
Logo Blake wants to have another documents tab in the job/contact but one that has the ability to change visibility within access profiles. This is so they can have an everyone documents section and a limited documents section which is just keeping the documents safe.
2 votes -
Add a type of "Invoice" to Product type list.
Add a type of "Invoice" to Product type list.
2 votes -
Choose who can see a board
The ability to choose more than just yourself or all members to see a board. The ability to choose certain individuals to see a board.
2 votes -
Automation to send updated balance invoices after payment is received
The customer would like to have an automation to send client an updated invoice after a payment is received.
2 votes -
2 votes
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Be able to flip through Documents Like Photos
If we could flip through documents the same way that we can with photos, that would be a huge time saver when i am building budgets and closing out jobs. I would save at least 5 minutes per job, which would save me about an hour per week.
2 votes
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