General
1041 results found
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Insurance information in New Sales Experience
You can fill it out with SumoQuote, but not in JobNimbus
1 vote -
Option for manual payment when collecting a deposit
When collecting a deposit on site, instead of only allowing CC transactions, they would like to see the option to log a physical payment like cash or check
1 vote -
ability to send the sales rep or assignee and subcontractor the estimate from the "email estimate" page
When you click the 3 dots and email the estimate the the customer, you no longer have the option to add your sales reps anyone else without typing out their email
1 vote -
Able to not send an estimate via email when signing
We just use paper estimates
1 vote -
Layouts permissions
Logo is looking to limit visibility of estimate layouts. Specifically, he wants to ensure that if someone is a subcontractor, they can only access and create estimates from a specific set of layouts, rather than seeing all layouts the admin has created.
1 vote -
Eagleview bid perfect
Wanting us to implement bid perfect with NSE
1 vote -
Increase limit on custom fields
After hitting the max custom fields for a specific field, they would like to see more field spots added
1 vote -
Automations for reports
Would like to see automations to automatically pull reports within classic reports
1 vote -
Adding additional characters to the Contact Fields
We created a custom field with the salesperson's direct phone number that gets inserted into the welcome letters along with the photo of the salesperson. This assures people that the person knocking on their door is from Anderson Roofing, not a random stranger.
We ran out of characters. Please increase the character limit availability on the contact card function. We need to be able to add three more names.
1 vote -
Updates page for customers to refer to when a new feature is implemented, or changes are made.
Joan was wondering how she could keep track of different updates or changes that are made to JobNimbus. If there was a page she could read about change logs to JobNimbus.
1 vote -
1 vote
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1 vote
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Editing split terms on an invoice after a payment has been made goes against the total, not the balance due
This works better for our workflow.
1 vote -
Able to have individual line items
Want to make sure that they right things are paid for properly, like what exactly goes to Net claim, recoverable, and deductible, and to have that show up well in QuickBooks
1 vote -
1 vote
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1 vote
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Address for tasks automatically on calendar
Maybe the job address would pull into the task and that address would pull into Google calendar
1 vote -
Adding payment from the contact page
Prior to jobsv2, people were able to add payments to the contact page rather than selecting the job first, then adding the payment. This request is to ask for this feature back on the contacts page
1 vote -
Ability to add image to automated text.
Would like to include the photo of the sales rep who will be coming to the home in the text.
1 vote -
Print board
logo would like the option to print directly from the board instead of creating a custom report
1 vote
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