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JobNimbus Feedback

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871 results found

  1. Able to edit emails sent out with invoices

    When emailing invoices we can choose a template but not view or edit it

    1 vote

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  2. Able to combine templates

    Instead of the templates just replacing, able to combine them too on New Sales Experience

    1 vote

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  3. NSE- Good, Better, Best Item option link

    NSE- Would love the option for my customer to remove the option of the shingle on the "good" estimate, by way of clicking a button that would subtract the shingle from the "good" estimate when they choose the upgraded shingle.

    1 vote

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  4. 1 vote

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  5. 1 vote

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  6. 1 vote

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  7. Automation for notification internally of inactivity in Job/Contact

    We need an automation that will send a notification to the assignee or subcontractor to see when a job/contact has been inactive after a certain time period so that we can keep the job moving through the system.

    1 vote

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  8. Edit page margin

    We would like the page margins (the spacing on the sides of the page) to be editable

    1 vote

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  9. Able to upload audio files to jobs

    Able to upload voice memos would be helpful

    1 vote

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  10. Contact and Job Fields populate in Insights

    Would love to have the contact fiend and Jobs fields that are added to the cards to populate in Insights reporting. For example, would like "service type" and "reason for moving to lost" to populate in the filters in Insights.

    1 vote

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  11. EagleView Tokens - Apply to Material Order

    It would be nice to have the option to apply EV tokens to a material order. I know it is possible to create an estimate, apply measurements, then convert it to a material order, but it would be nice as a base feature to have the option to apply EV tokens to a material order without having to convert an estimate.

    1 vote

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  12. Engage Automation Notifications in Response to a text

    Would like the ability to have a text automation sent out to our customers when they text our line, to automatically notify them that they should respond by other means.

    1 vote

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  13. Ability to disable all notifications on the app

    Would like reps to not get notifications in the notification center on the app for email replies and threads when they are assigned to the job

    1 vote

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  14. 1 vote

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  15. 2 contacts with the same email address should not share email activity

    This would keep things cleaner: if they respond to an email, it should only be on the email chain they responded to

    1 vote

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  16. Partial refunds through JobNimbus Payments

    We can do full refunds, but we would like to do partial refunds

    1 vote

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  17. Custom contact type drop down in contact creation

    Logo would love to be able to have an option when creating a contact to add a custom drop down for contact type

    1 vote

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  18. Able to hide margin from sales

    If the homeowner sees this they will be upset and the sales rep shouldn't see it either

    1 vote

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  19. subcontractor color

    when assigning a subcontractor, the bubble on a job should be able to edit to show the sales lead and not the subcontractor.

    1 vote

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  20. Lead date should not change when the type changes

    Roof repairs turn into roof replacements quite frequently and it

    1 vote

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