General
996 results found
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Automatically assign tasks
would like the ability to auto assign tasks to users. i.e: a specific task type always defaults to a certain user
1 vote -
Custom contact fields on mobile
would like to be able to input custom contact fields on mobile when creating contact like you can on desktop.
1 vote -
Ability to archive notes emails documents and other communications within a job
When working within a job that is active but larger in scope with many emails , documents and communications - the ability to archive items within a job to keep only pertinent information in easy view, ie you send an email in JN asking question from client they respond and they have a logo or several in their signature - and once the question is answered you do not really need the email visible - the ability to archive the email exchange - as well as all the logos in documents/photos that are not pertinent to the job - so…
1 vote -
Alphabetized sales tax
Right now it might be ordered by date added, but it would be easier to find alphabetized
1 vote -
Hyperlinks & Company Cam
Hyperlink support for Company Cam so that from the Contact/Job Record you can be directed to CompanyCam's record.
1 vote -
Sales tax is automatically applied per zip code
This would save time
1 vote -
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 -
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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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
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