General
870 results found
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Adding additional characters to the Contact Fields
We created a custom field with the salesperson's direct phone number that gets inserted into the welcome letters along with the photo of the salesperson. This assures people that the person knocking on their door is from Anderson Roofing, not a random stranger.
We ran out of characters. Please increase the character limit availability on the contact card function. We need to be able to add three more names.
1 vote -
Updates page for customers to refer to when a new feature is implemented, or changes are made.
Joan was wondering how she could keep track of different updates or changes that are made to JobNimbus. If there was a page she could read about change logs to JobNimbus.
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1 vote
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1 vote
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Editing split terms on an invoice after a payment has been made goes against the total, not the balance due
This works better for our workflow.
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Able to have individual line items
Want to make sure that they right things are paid for properly, like what exactly goes to Net claim, recoverable, and deductible, and to have that show up well in QuickBooks
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1 vote
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1 vote
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Address for tasks automatically on calendar
Maybe the job address would pull into the task and that address would pull into Google calendar
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Adding payment from the contact page
Prior to jobsv2, people were able to add payments to the contact page rather than selecting the job first, then adding the payment. This request is to ask for this feature back on the contacts page
1 vote -
Ability to add image to automated text.
Would like to include the photo of the sales rep who will be coming to the home in the text.
1 vote -
Print board
logo would like the option to print directly from the board instead of creating a custom report
1 vote -
Adding Custom Filters to the Map View
Being able to add a custom filter off of custom fields to the map view
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1 vote
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Forms with option to add images
Similar to forms but to have the ability to add images to the questions
1 vote -
Document regeneration
When creating a financial doc like an estimate or invoice, only the initial document is created in the documents tab. If any updates are made to that financial doc after the fact, the document does not get regenerated with the updated information. ideally, this customer would like to see this happen once updates are made to the document
1 vote -
Adding a signature to texts sent through Engage
Chris was interested in adding a signature to his texts that are sent through Engage making it easier for his customers to know who is reaching out to them.
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Undo button
Would like an undo button when creating estimates
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read receipts for engage
would love the option to have read receipts for engage
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1 vote
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