General
873 results found
-
Option to turn off estimate sending confirmations
When an estimate is sent from New Sales Experience an email is sent to the sales rep, but that email is unnecessary and we would like it to be removed
1 vote -
Options to customizer the Estimate Details
Options to include the company logo and sales rep information on the estimate details page in the New Sales Experience
1 vote -
Estimate signing wordage
Be able to change the wording "Pay in full" when signing for an estimate so theres no confusion when signing
1 vote -
1 vote
-
1 vote
-
Integrate with Buildertrend
SQ integration with Buildertrend
1 vote -
Statement Billing Option
Would love statement billing where there isn't any due dates on the invoice and would more resemble a draw. Will have a breakdown of the history where we can either add a due date or not when we do the first initial billing where the statement shows the breakdown of what they owe on the statement, and the invoice will just say what is due.
1 vote -
Bridge between forms and job details/Token
want to be able to use forms to autopopulate tokens for documents and job details
1 vote -
JobNimbus Multi Factor Authentication as an Option
Would like our JobNimbus account to have more security options to protect our account such as Multi Factor Authentication.
1 vote -
Able to nullify contact start dates
When a start date has been created, and it could be inaccurate, we would like to be able to nullify the start dates, possibly through API
1 vote -
1 vote
-
Job Tasks - Filters/Sort Feature
It would be nice to have the option to sort job tasks on job records by most recently created to oldest
1 vote -
Add more to JobNimbus' CSP to allow wisetack
Right now it is rather restrictive. Please add at least *.texasselectfencing.com to the list of allowed domains. See Hubspot ticket: https://app.hubspot.com/contacts/3409122/record/0-5/18860574367/
1 vote -
Notes in profit tracker
Want to be able to add notes in profit tracker like invoice numbers from supplier purchases
1 vote -
Download templates
The ability to download templates to PC
1 vote -
AI use for documents
It would be amazing if JobNimbus could integrate AI or OCR (Optical Character Recognition) technology to process documents, such as Xactimate reports. The feature could allow users to upload a document, and the system would intelligently extract relevant data to automatically generate material POs, estimates, or invoices.
This functionality would save time, reduce errors, and improve efficiency, especially for businesses handling a high volume of insurance restoration projects.
1 vote -
1 vote
-
1 vote
-
Warranty Tracking
logo is looking for a better way for them to keep track of warranties for homeowners.
1 vote -
Different statuses for payments, and automation triggers
They need an automation to trigger based off of a deposit being made. In their current state, automations are unable to trigger based off of different payment types
1 vote
- Don't see your idea?