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JobNimbus Feedback

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641 results found

  1. Material Orders QB Sync

    Add ability for Material Orders to sync to QuickBooks

    1 vote

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  2. Job costing in work orders

    Would like to have these 4 pieces of information on the work orders:

    Total price
    Revenue
    Profit
    Profit Margin

    It's more convenient than in the estimate or the job costing feature.

    1 vote

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  3. 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.

    1 vote

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  4. Edit Products and services catalog from within the estimate on the new platform

    Add the ability to update products and services within the estimate. We make the same manual changes to line items all the time while writing estimates because we don't have the time to go open a new tab, go to the products and services catalog, find the line item, and edit it. It would be great if we could just check a box that says "permanently edit this line item" to change it in the catalog so it is always correct moving forward.

    1 vote

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  5. Refined Automation Options

    More refined conditions and options for automations

    1 vote

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  6. embed legend to invoice

    Want to embed a legend inside the invoices so we do not have to add it manually each time.

    1 vote

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  7. Would like payment status for JN payments to show on the app

    I would like the payment status to show on the app. I am generally on my phone and would like to see it there, not just the desktop.

    1 vote

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  8. Header and footer options.

    update header and footer of estimates

    1 vote

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  9. Page numbers on the pages.

    page numbers on docs

    1 vote

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  10. Automation JobNimbus Notifications

    Ability to choose to send account notifications from an automation instead of just text messages and emails

    1 vote

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  11. 1 vote

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  12. Create Task Button

    Wants a separate button to create a task from the home screen

    1 vote

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  13. Modular Homepage Buttons

    Would like to be able to add buttons for things like "create contact" and reposition them on the homepage.

    1 vote

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  14. Hyperlinks in custom fields

    Would like the ability to add working hyperlinks in custom fields

    1 vote

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  15. Estimate emails

    Would like to be able to be prompted to create an email, or add a note in the email when sending the estimate from the financials page

    1 vote

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  16. Auto populate email

    Would like to see the email automatically populate when sending an email to the contact to prevent typos

    1 vote

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  17. photos for products and services

    adding photos to products and services

    1 vote

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  18. 1 vote

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  19. if start date is in the future

    add a rule to automations "if start date is in the future" bc i've had people go back and edit a previous work order line item detail for whatever reason and it triggers my scheduling automation for any already completed project. I understand the text and email still lists the date a past date but it is confusing for customers

    1 vote

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  20. Be able to switch markup to a dollar amount in classic reports

    Being able to change the markup total to a dollar amount and not just a percentage for invoice classic reports

    1 vote

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