General
1061 results found
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Categorize documents into a file
Under the documents in a job would like to add a file and categorize the documents into those files rather than changing the category.
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Expanded Document Signature Functionality
Request to allow customers to capture electronic signatures on additional document types beyond estimates (e.g., contracts, change orders, warranties, and completion forms). This would function similarly to DocuSign, enabling digital signing directly within JobNimbus for improved workflow efficiency and record management.
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Add Time Zone Selector to Task and Appointment Forms
Users scheduling tasks or appointments from regions outside North America (e.g., virtual assistants) are experiencing incorrect appointment times due to the system relying on device/browser local time rather than the user or company time zone settings.
Adding a Time Zone selector field within the task and appointment creation forms would allow users to explicitly set the intended time zone for each event, preventing time shifts and improving cross-regional scheduling accuracy.
This enhancement would:
Support teams using virtual assistants or remote staff.
Ensure consistent times between the creator, assigned team members, and customer notifications.
Reduce confusion and manual corrections in scheduling…
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Have the option to combine all email activity in the activity feed
Would love the option to roll up all of the emails in the activity feed into one instead of having them show individually.
1 vote
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