General
886 results found
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County auto populating
Having to option to have a county populate when putting in the zip code so they can charge the correct taxes
1 vote -
1 vote
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Would like the capability to create a job in the app the same way that you create it in the desktop.
When you create a job in the app now, you have to go edit the job to add the sales rep, description, etc. You use to be able to do it the same way you do in the desk top. The issue is that it messes up automation so that they do not work properly once the job is edited.This makes the app unusable.
1 vote -
Automation triggered by text/email response
when they send out an follow up automation text that when a customer responds to it the message doesn't go into unassigned. Or if there is a way to create an automation to trigger for a team member to receive all of those messages so they can filter them and get them out to the team member to reply to.
1 vote -
Approve team members created estimates
Ability for admins to force other users to get approval on estimates before sending them
1 vote -
Email Notification when email is received in JobNimbus
Receive email when an email is received in JobNimbus
1 vote -
Add Job Stage and Status to A/R Report
Would like the ability to add job stage/status to A/R report.
1 vote -
Event Based Automation on Email Status
Ability to trigger an Event Based automation based on Email Status
1 vote -
deleting timestamp on an uploaded photo
would like the option to duplicate a photo and be able to remove the date and timestamp already on the photo to use for social media without having to take two of the same photos with and without the timestamp.
1 vote -
1 vote
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Profit Tracker Improvements
We need to be able to populate from an invoice as opposed to the estimate, since using an estimate does not allow for us to account for change orders.
Will there be an ability to export data from the report, i.e. commissions? Currently we use budgets to pay commissions and have a simple copy/paste method which works well for payroll.
We do not see a way to calculate commissions based on actual costs. It appears it can only be done based on planned costs.1 vote -
{{CUSTOMER_INITIALS}} token - Grey Box
I don't like the page preview showing "JD" for the initials while editing a custom page that has {{CUSTOMER_INITIALS}}. Would it be possible to revert back to showing a grey box?
1 vote -
1 vote
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Able to turn off totals on estimate details page
We only want it on the authorization page
1 vote -
Delete Tasks from Calendar on Mobile App
User would like the open to delete tasks off of their calendar on the mobile app
1 vote -
1 vote
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1 vote
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Longer New Sales Experience line items
We like having longer line items sometimes, but we run into errors
1 vote -
Contact Display name Include Contact job number as well
We need the contact display name to include the four digit contact number to automatically populate aside it. This would make it more easily recognizable, It would be even better if the contact number showed up on the top of all documentation.
1 vote -
Review Filter
Review Management Funnel Email Automation: When a job is complete, rather than sending the customer a direct link to our google business page, I would like to set up a funnel that only directs 4 & 5 star reviews to Google and directs all lower reviews to a form where the customer can explain what went wrong which will then just be sent to our team internally to handle and not effect our Google reviews.
A calendar that can be included on our website or other ad funnels that shows the available dates and times that a customer can book…1 vote
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