General
1035 results found
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Automation to assign Job
Ability to create an automation that will assign a specific team member to a job when the status is modified.
5 votes -
5 votes
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5 votes
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Ability to Add Contact with Jobs V2 Nav Bar
With legacy jobs and contacts, when you click the plus button at the top, you used to be able to do "Add Contact" and "Add Job" and "Add Task", but with Jobs V2, it is only "Add Job" and "Add Task". I would like that ability back, please.
5 votes -
Block Inbound Email
Need a way to block inbound emails based on sender.
5 votes -
SumoQuote - Require Product Selections
In SumoQuote, the Product Selections on the Authorizations page should be able to be required. That way the homeowner has actually to make the selection when they sign. Otherwise, a signed quote might be missing key information required to order materials.
5 votes -
5 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
5 votes -
Cannot Copy and paste in Emails (New Jobs Layout)
Cannot Copy and Paste in Emails (New Jobs View)
4 votes -
Multiple signing&upgrades pages for each page that exists on the estimate details page
Right now, in the New Sales Experience, you can specify different estimates from the estimate details page, but you can't differentiate between those separate estimates on the signing and upgrades page. It would be nice to have a feature to allow separate signing and upgrades pages for the separate estimate on the estimate details page, to keep the upgrades for each estimate listed independently from the others that don't apply.
4 votes -
Modify Fonts Anywhere
The ability to change the font and text size within estimates, invoices, work orders or anywhere really with a text box
4 votes -
Add Company information instead of Sales Rep
Would like to add company information to cover page in estimate instead of the sales rep
4 votes -
4 votes
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Being able to send a receipt after manually entering a payment in JN
Interested in sending a receipt to the customer on a manually entered cash payment, which was for a deposit, before creating an invoice since none of the work had been completed.
4 votes -
Split payment across multiple jobs
In JobsV2 having the ability to apply a payment to multiple jobs and invoices manually from the contact financials page and not from each job individually. Want to be able to add one payment and choose any invoice to apply it to even if it is not the same contact or job.
4 votes -
Custom Push Notifications iOS
On iOS, we would like to have the ability to customize the notification messages that go out. Task Assignments, for example, show who assigned and that it was a task, then show the 1st line in the description and the task type. A way to change that formatting would be fantastic.
4 votes -
New Sales Experience API endpoints
We only use New Sales Experience estimates, not legacy
4 votes -
Team Business Hours for Calendar
Currently Setting the scope of our calendar is dependent on the Business Hours in the individual user profile. I would like the ability to set this for users or for my whole team. That way I can be sure everyone has the appropriate windows to view.
4 votes -
QuickBooks fees handled differently
The current process for fee reconciliation with JobNimbus Payments and QuickBooks is very time consuming
4 votes -
Symbility Integration
Would love more Insurance integrations like Symbility. https://www.symbilitysolutions.com/symbility-property/
4 votes
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