General
1062 results found
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1 vote
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view email attachments when clicking Reply
The current way to view attachments is to view in thread. The ability to see attachments when replying would be beneficial
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1 vote
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1 vote
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Adding additional duplicates of pages in NSE.
We would like the ability to add additional pages (duplicates) of the inspection page within New Sales Experience.
1 vote -
Boards on iOS mobile app vs Android mobile app
On iOS, when viewing a board, you can navigate to Home, and when you navigate to Boards, the app remembers the last board you were in. On Android, if you navigate away from and back to boards, you have to go through the list of boards again
1 vote -
The ability for clearer ways to differentiate customer-facing communications from internal activity.
1 vote -
Engage texts photo upload
To be able to upload photos from a job to a text conversation in Engage while using the mobile app
1 vote -
Work Orders Automatically assigned
Would like work orders to automatically get assigned to the assignees that are assigned to the job record or task in a job/contact.
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1 vote
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1 vote
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1 vote
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Mobile app Home page customization
Would like to edit/filter what appears in the 'Today' section on the Home screen
1 vote -
Converting NSE Estimate to another Document when in Approved Status
Would like the ability to convert an NSE Estimate to another document when in an Approved Status.
1 vote -
be able to filter by custom fields in a classic report
We have a lot of custom fields in JobNimbus and it would help out workflow if we could create a filter in classic reports to search for these custom fields.
1 vote -
[STILL] Very Slow Load Times
Each page takes 5-10 seconds to load. This is way too slow. Also, if you try to open more than 1 tab by clicking "control + Click", all additional tabs never load. You get stuck on an infinite loading screen VERY VERY often. My entire team of 20+ users run into this on a daily basis. It happens consistently. It is VERY frustrating when literally 50% of my time using Jobnimbus is wasted staring at a loading screen. The "recent updates to improve speed" have not made any difference. The software still loads extremely slow compared to other CRMs we…
1 vote -
Ability to hide map view from Team Member to Team Member
We would like the ability to hide the map view for all team members to selective team members to view only where there locations are.
1 vote -
QuickBooks Sync Commissions to JobNimbus
I’m able to put the commission on the paycheck in QuickBooks and assigned it to a customer, but it doesn’t move over to JobNimbus. That’s how I’d like to see it work so the sales people could see the commission they were paid on the job and we could also track commissions in JobNimbus as well as QuickBooks.
1 vote -
job automation to pull invoice details
I want to be able to create a job automation so that if the job has been in a status for so long it will trigger and be able to send an email with a link to the invoice. Would prefer this over using only invoice status as the trigger
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1 vote
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