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JobNimbus Feedback

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993 results found

  1. Insert Assignee Image

    When creating templates, it's possible to insert the Sales Rep's profile image into it with a short code. I would like to be able to insert assignees images for later steps in the process.

    2 votes

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  2. Create a 'Return to Top of Page' button

    Move to top of page button at the bottom of the screen when scrolling

    2 votes

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    Gathering Feedback  ·  0 comments  ·  Admin →
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  3. Ability to import Word Documents as Document Templates

    1 vote

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  4. The Ability to Automate pulling an EagleView Report in JobNimbus

    1 vote

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  5. Ability to show Start Date as Due Date on Cards in Job Board

    1 vote

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  6. The Ability to change the color for Line Items on Legacy and NSE Estimate

    1 vote

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  7. The Ability to Print out All Time Based Automations including the Time Components and Print All Workflows.

    1 vote

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  8. The ability to change the size of the activity table on Jobs and Contacts in JobNimbus.

    1 vote

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  9. Ability to move an estimate from one job to another job.

    1 vote

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  10. The ability to send an invoice link in an appointment confirmation email template automatically in JobNimbus.

    1 vote

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  11. The ability to have multiple triggering conditions (multiple record types like task and invoice) in one automation

    1 vote

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  12. view email attachments when clicking Reply

    The current way to view attachments is to view in thread. The ability to see attachments when replying would be beneficial

    1 vote

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  13. The ability to setup a note to pop up when pulling up a Contact in JobNimbus.

    1 vote

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  14. The ability to remove or hide tax breakdown in the Signing process

    1 vote

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  15. The Ability to Sync Documents to QuickBooks like receipts so they don't have to be downloaded and uploaded manually.

    1 vote

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  16. Engage calling

    Would like possibility of calling through Engage as well as text

    1 vote

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  17. Adding additional duplicates of pages in NSE.

    We would like the ability to add additional pages (duplicates) of the inspection page within New Sales Experience.

    1 vote

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  18. Boards on iOS mobile app vs Android mobile app

    On iOS, when viewing a board, you can navigate to Home, and when you navigate to Boards, the app remembers the last board you were in. On Android, if you navigate away from and back to boards, you have to go through the list of boards again

    1 vote

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  19. The ability for clearer ways to differentiate customer-facing communications from internal activity.

    1 vote

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  20. The ability to get Estimate Totals for not approved estimates on Boards for jobs under a certain status.

    1 vote

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