General
425 results found
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3 votes
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Manually change work order number
Logo wants to be able to change the work order number and make sure that he can change the number before the work order is fully created
3 votes -
Document time stamp
When a document gets uploaded to a contact or job seeing the date and time is needed.
3 votes -
Mass delete tasks
Customer finds tasks annoying and wants a means to delete all tasks / multiple tasks, en-mass.
3 votes -
More tabs for quote details page
customer loves the g/b/b but sees value in adding more tabs than the current 3
3 votes -
The capability to save reports from the Insights dashboard like you can in Classic Reports.
Saving Reports In Insights
3 votes -
SQ and JN Control What Happens when an Estimate Link Expires
In addition to the timeframe for expiration. It would be much better if we had control over IF the link should re-send. If our pricing is time-sensitive, why would we want it to resend at all after expiration?
2 votes -
Add Tasks to Contacts when using jobs
please add back tasks to contacts (to show all tasks in the contact view. I create contacts regularly without requirement for a job. When I open a contact I wish to see contact-related tasks in one and same view.
It has become overly cumbersome to be required to go out of the contact to see / manage any tasks for that contact. Much better to remain on the same page to manage, create, etc. How can a feature request be made?2 votes -
Delete Documents Requested for Signature
Being able to delete duplicate documents that are sent for signatures
2 votes -
2 votes
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Highlight Sections of a Contract
We want to be able to highlight parts of a contract. We just want to improve the visibility of specific portions of the contracts.
2 votes -
2 votes
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Tag Filters on Job Boards
We would like to have a tag filter added to the options on our job boards.
2 votes -
Task Complete Generate Note
It would be great if we could make the completion of a task open a note for the team member to then fill out.
2 votes -
2 votes
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Translate to Spanish
It would be great if there was a button or setting to switch to Spanish in JobNimbus. Maybe a way to save Spanish and English versions of docs/etc as well so they can toggle if an actual translation feature is too complex.
2 votes -
Migrate Engage Conversations to New Account
It would be great if it were possible to migrate engage conversations to a new account. We have two accounts and have to juggle them because we are unable to migrate the conversations.
2 votes -
Upload Videos
Would like the ability to upload video to a job.
2 votes -
Autosave New Sales Experience Mobile Estimates
The functionality of saving working differently between New Sales Experience on mobile and desktop is different: it autosaves on desktop, but not on mobile. This can cause rather large losses of time for some estimates.
2 votes -
Dedicated Email Tab and UI
A dedicated email view within JobNimbus, similar to the Engage tab, but for emails.
2 votes
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