General
948 results found
-
Automations
For mailing out reminder invoices would like to have the conditions be, as an example, Contact - Pending Payments AND Invoice - sent. That way if we have bigger jobs that we billing in stages don't get the automatic emails if both of these conditions are not true.
1 vote -
Auto populate jobs with related contact
there are certain vendors or contacts that they would like to see automatically associated upon the creation of a job or contact
1 vote -
Negative line items
The discount option isn't enough
1 vote -
1 vote
-
deposits and financing
the ability to show financing options for an assumed deposit. Example being a 30k quote with a 10k deposit, the ability to show what the remaining 20k would be financed
1 vote -
Marking estimates as signed.
Would like to have the option to limit who can mark estimates as signed without taking away access to create and edit estimates access
1 vote -
Download and Share all Photos
Cannot share multiple photos, cannot share "all" button. We have a very strict process, and send the customer an email with the inspection photos before we leave the home. Please have a select all button where we can send a link with all the photos. All other CRM's have where it will download the photos in a link.
1 vote -
Erase annotations on NSE photos.
To erase any annotations you have to hit the back arrow but that just does your most recent one. Logo wants to delete one 10 steps back but cant without deleting all his other work.
1 vote -
Lead source on app
Currently the app does not allow to apply the lead source when creating a job. We would like for this to be a required field when creating a job on the app
1 vote -
Duplicate Generated Documents
It would be nice to have an option to duplicate generated documents that way I can send the document for signing to the customer again. The first document I filled out and sent bounced. So I had to recreate a new document from scratch with the [signature] field in order to send it for signing again.
1 vote -
Jobs V2 needs to auto populate the info from the contact
We liked when we entered a contact and then entered a job on the contact, how it would auto populate their info. Now with Jobs V2, we enter the job and it should pull that info automatically to the contact so that we don't have redundancy.
1 vote -
Pitch in JobNimbus measurements
the measurements tool doesn't provide the pitch when reporting back to JN, this is needed
1 vote -
Total & Subtotal - Option to hide from estimate
We use JobNimbus for a lot of insurance jobs and would like the option of hiding the total & subtotal from the estimate
1 vote -
Date since touched
a time stamp showing the last update, or last time the record was touched would be useful
1 vote -
engage sorting
Add the ability to sort by unread messages in engage
1 vote -
Send automations from Sales Rep's number
This feature request would allow you to send automated text messages to customers and have the number it is sent from be the same as the number for the sales rep assigned to the job or contact.
1 vote -
Need ability to add phone number details in UK format
We are a company that has been with JN for a long time, We are located in Serbia. Before the new job format was recently released, we could enter phone numbers in the European format. Now it is only allowing Canadian/ American numbers. Can we please have the new format add European number formats?
1 vote -
Multiple signing&upgrades pages for each page that exists on the estimate details page
Right now, in the New Sales Experience, you can specify different estimates from the estimate details page, but you can't differentiate between those separate estimates on the signing and upgrades page. It would be nice to have a feature to allow separate signing and upgrades pages for the separate estimate on the estimate details page, to keep the upgrades for each estimate listed independently from the others that don't apply.
1 vote -
Defend against insufficient funds ACH
Have longer than next day funding specifically for ACH, or some form of ACH Debit Validation / Instant Bank Verification, so we know the customer's bank amount before the check fully goes through. Just something for less NSF checks.
1 vote -
New companies should receive helpful articles or questionnaire
During set up, ask questions like the tax prep companies do. Plain language questions to help you pick what parts of NJ to use:
Do your sales people (A) just sell or do they (B) sell, issue contracts, supervise production, pick up check? If A, then divide your boards into sales, production, receivables, etc. If B, make one board for the whole process. Watch this to learn more.
Do you already have a billing system that pulls names and addresses from JN? Yes = use it. NO = set up our invoices. Learn more
Do you order materials for lots…
1 vote
- Don't see your idea?