General
1294 results found
-
The ability to add an internal note to budgets.
The ability to add an internal note to budgets.
10 votes -
Create Split Invoice without Payment Dates
It would be great if we could create a split invoice without the need to enter a payment date for each percentage.
10 votes -
Option to share a report with only one specific employee
We want to be able to build a commission report by sales rep and then be able to share it to only that sales rep. Right now there is only the option to share it to everyone, admins, or to the person who creates the report.
9 votes -
Using E-signature on PDFs
The option to e-sign a PDF document uploaded. Currently this can only be done with documents made within JobNimbus.
9 votes -
Required default fields
Add ability to make the default fields like phone number, email address, and address required fields
8 votes -
Engage conversations to be assigned to sales rep
Having engage conversations auto-assigned based on who the sales rep is on the contact.
8 votes -
JobNimbus Job address should sync to Ship to address in QuickBooks
Job address should sync to Ship to not Bill to address in QuickBooks
8 votes -
Custom Settings Access
Would like to be able to customize settings access. We would like for some of our team members to be able to see and access certain settings like Automations and Workflows without also having access to Access Profiles and Team Member info
8 votes -
Live Refresh for JobNimbus
It would be great if JobNimbus automatically refreshed the page after changes are made in the account. As of right now, other users have to manually refresh their pages after changes are made.
8 votes -
Please relocate the popup that appears every time you do an update to a contact. It blocks the 3 dots.
Pop ups should not disable features due to their location on the screen. When you get good at JN, a 3-4 second delay due to the pop up is like listening to that stock answering machine message for the millionth time.
8 votes -
The ability to send out mass texts.
The ability to send out mass texts.
7 votes -
The ability to have cross reporting in JobNimbus.
The ability to have cross reporting in JobNimbus.
7 votes -
Customize assignee initials on contact cards
Ability to pick whose initials show up as the main assignee on contact cards on boards
7 votes -
Caller ID Sync to device
I am asking about a feature that we used to like where when a caller called our cell phones, if they were in Jobnimbus, the caller ID would show up.
7 votes -
Admin access on new mobile app
Unable to view contacts or assign contacts to other team members on mobile app. This is a function we need to see in order to use the app in the field! The app is practically useless at a management level without being able to assign tasks or view other team members contacts.
7 votes -
Email forms to customer
The ability to email completed forms to a customer.
7 votes -
Form Data to flow to a template to create estimate
It would be useful to have the information or data from a Form be an input flow to a template which can create an estimate.
7 votesThis functionality will be coming soon! We're looking at a Q2 target date for having form fields that feed into a new tool called "Smart Estimates"
-
Engage Email Notifications
We would like to be notified via email when we receive a text via engage.
6 votes -
6 votes
-
Edit estimate format
Add more formatting options for estimates to avoid unnecessary page breaks, or page breaks in the middle of a line of text
6 votes
- Don't see your idea?