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JobNimbus Feedback

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General

1017 results found

  1. 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

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  2. AssistAI transcript on job

    We would like the transcript on the job instead of the contact

    4 votes

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  3. Cannot Copy and paste in Emails (New Jobs Layout)

    Cannot Copy and Paste in Emails (New Jobs View)

    4 votes

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    1 comment  ·  Admin →
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  4. 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

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  5. 4 votes

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  6. Ability to save templates for profit tracker

    Get request for the ability to save a profit tracker template that would allow different commissions, salesperson, plan cost settings to all be saved on a template, so it doesn't have to be entered in every single time.

    4 votes

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    1 comment  ·  Admin →
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  7. Automation to assign Job

    Ability to create an automation that will assign a specific team member to a job when the status is modified.

    4 votes

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  8. Hiding Tax Subtotals

    Logo wants to be able to hide tax totals and subtotals of NSE Estimate when Enabling taxes and adding taxes in Estimates

    4 votes

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  9. New Sales Experience API endpoints

    We only use New Sales Experience estimates, not legacy

    4 votes

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  10. 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

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  11. 4 votes

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  12. QuickBooks fees handled differently

    The current process for fee reconciliation with JobNimbus Payments and QuickBooks is very time consuming

    4 votes

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  13. Symbility Integration

    Would love more Insurance integrations like Symbility. https://www.symbilitysolutions.com/symbility-property/

    4 votes

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  14. Integrated Time Tracking for Job Costing

    It would be incredibly valuable to have a time-tracking feature in JobNimbus that allows employees and managers to punch in or manually enter labor hours directly each day. This would streamline job costing by tracking labor costs more efficiently without relying on third-party software.

    Key benefits:
    - Integration with popular payroll and accounting software like ADP and QuickBooks.
    - Ability to export hours seamlessly for payroll processing.

    I’d gladly pay extra for this feature as it would save significant time and simplify tracking labor costs, which is currently cumbersome and expensive through third-party tools.

    Thank you for considering this!

    4 votes

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  15. Change Order in Standalons SQ

    Would like the ability to build Change Orders in SQ.

    4 votes

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  16. Need a way to Tell Customer if their Card is Credit or Debit

    With the new fee passing update of 12-4-2024, debit cards now result in the fee going to the Company. However, cardholders don't always know if their card is a credit card or a debit card. This results in potentially getting hit with a fee that is ~3% of the contract value. We need a way to handle this so it doesn't happen unexpectedly. Possibly something that tells the client if it is Debit or Credit.

    4 votes

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  17. Tag Filters on Job Boards

    We would like to have a tag filter added to the options on our job boards.

    4 votes

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  18. Additional Jobs V2 Fields

    I would like to be able to add more fields to Jobs v2 (like Start and End Date) on the creation page of a job.

    4 votes

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  19. SQ Signature links to choose expiration time

    Customize times for signature links to expire- recent update for 7 days is too short and is inconvenient for the company to keep track

    4 votes

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  20. 4 votes

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