General
1061 results found
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1 vote
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Send Sales Reps a Copy of the Estimate
Allow the ability to send the assigned sales rep a copy of the estimate if they are not the ones to send it out for signing.
1 vote -
1 vote
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1 vote
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Manual Profit Margin
Allow the ability to set a specific profit margin for all line items in an estimate. For example a 25% profit margin adds 25% to all items, not adjusting items to make a total 25%
1 vote -
1 vote
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1 vote
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Contact details drawer customization
Would like to see an option to collapse the contact details drawer upon opening a job
1 vote -
1 vote
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Automation expanded conditions
Would like to see automations include more trigger conditions, i.e; job/task start date/time
1 vote -
1 vote
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Manually set or update job Sold date
We would like the option to manually change the job's Sold stage date to fix inaccuracies in reporting or mistakes when a stage/status wasn't changed at the correct time.
1 vote -
Allow Lead Source on jobs to be edited through API calls or automations.
PLEASE let us set the lead source from tools like Zapier. JobNimbus has changed the way Lead Sources work and is now set up perfectly to where customers should be able to automatically set it.
P.S. - STOP MESSING WITH ALL OUR TRACKING METRICS!!
1 vote -
Specific EagleView Structures
Have the option to choose a specific structure from an EV report with multiple structure options.
1 vote -
Adding photo to contact when using Jobs
We would like to be able to add one photo to the contact even though we use jobs as our main stream for the progress. It lets us know that the Sales Rep has been out to the house and we use that as a place holder for the job before it is 'sold.'
1 vote -
add filter in classic reports that sorts by surcharge
Would be nice if we could filter job report to show how much surcharges were charged to the job
1 vote -
1 vote
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1 vote
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Newsletter for AssistAI updates
We would like to be kept up to date
1 vote -
Stop opening new tabs
With the New Jobs Experience, when you click on an invoice or an estimate, it opens up a new tab. Every time. Before, you would just click into what you were clicking on. As someone that uses JN 40 hours a week, it has quickly gotten very annoying.
1 vote
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