General
1259 results found
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The ability to view related documents and photos on mobile app.
The ability to view related documents and photos on mobile application.
6 votes -
Customer Portal
I would like to see a customer portal available so the customer can see the notes and documents. Acculynx and monday have this feature and keeps the customer uptodate and reduces time for follow ups.
This is a critical feature I think JN needs to add as it will start losing customers over lack of accessible features.
6 votes -
Remove Black Notification Box
Remove the black box that appears whenever an action is completed in JobNimbus
6 votes -
Icon of Sales Rep on Boards
I want the icon displayed on the boards to show the sales rep initials rather than the "assigned to" initials.
5 votes -
Change job name default
Add the option to change the default job name from the address in jobs v2. This is preventing them from showing in the search bar when searching the contact name.
5 votes -
The ability to restore deleted notes
The ability to restore deleted notes
5 votes -
Separate automations for each location
It would be nice to be able to set automations specific to each location as some items are applicable to some locations but not others.
5 votes -
Don't automatically round line items
Line items are automatically rounded up to the nearest cent. Add ability to disable that for things line insurance claims where they have to match exactly.
5 votes -
Reports on Mobile
View reporting on mobile apps.
5 votes -
Allow contacts to fill out forms online
Allow customers to fill out form questions, either in the forms function or in the template questions in documents. This way they could choose a manufacturer, color, material, etc. and it can automatically be inserted into a contract without them printing it, filling it out, scanning it, and sending it back.
5 votes -
Duplicate and/or Edit Documents
A contract isn't really legal until signed by both parties. So when a customer does not sign, there is no legally binding contract. We should have the ability to revise the contract if it has not been signed by both parties. At a minimum, we should be able to duplicate the document so we don't have to start from scratch when the customer requests a change in the contract language.
5 votes -
Automatically create a board when a new workflow is made
When we create a workflow we would like the option for a board to be automatically created.
5 votes -
Activity notes on Work Orders on mobile app
We need the ability to write activity notes on work orders on the new app like we were able to do in the old app. Without these notes it's nearly impossible to keep track of the work that has been done. This is crucial to keeping our projects organized.
5 votes -
Attach PDF to footer of estimate
We need the ability to attach a PDF document to an estimate. We are a fencing company who creates drawings showing the measurements and boundaries of fencing on our projects as part of our contracted work. Although there is the option to upload photos to an estimate, the inability to attach this as a PDF hinders us from sending the visual measurements in an appropriate size. We need the ability to sent this out in the estimate along with the written contract portion in the footer of the estimate
5 votes -
Change heading color and logo based on location
Users from different locations all have the same, original company logo and color appearing on the top navigation bar of their JobNimbus, even if the color and logo from that location are different from the original company. It should change based on your assigned location. Also, the calendar colors don't change by location unless the user viewing it is an admin.
5 votes -
Download Completed Forms
Would like to be able to download forms or have it as a document that can be sent as an attachment
5 votes -
Have capability to not be logged out!
Use a cookie to allow users to remain logged in. This is safe to do from a security standpoint and works even if the web application is updated or the user is terminated.
5 votes -
Clock In/Clock Out Button in JobNimbus to Calculate True Cost of Labor
Create a clock in/clock out feature to allow customers to track true cost of labor through reports.
5 votes -
Backdate Stage Dates on Insights
I would like to be able to manually change the stage date shown on Insights.
4 votes -
Photo Editing on Web App
Add ability to edit photos on web app, not just on mobile.
4 votes
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