General
1097 results found
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Defend against insufficient funds ACH
Have longer than next day funding specifically for ACH, or some form of ACH Debit Validation / Instant Bank Verification, so we know the customer's bank amount before the check fully goes through. Just something for less NSF checks.
1 vote -
New companies should receive helpful articles or questionnaire
During set up, ask questions like the tax prep companies do. Plain language questions to help you pick what parts of NJ to use:
Do your sales people (A) just sell or do they (B) sell, issue contracts, supervise production, pick up check? If A, then divide your boards into sales, production, receivables, etc. If B, make one board for the whole process. Watch this to learn more.
Do you already have a billing system that pulls names and addresses from JN? Yes = use it. NO = set up our invoices. Learn more
Do you order materials for lots…
1 vote -
Canada tax
We need to report for 2 different sales taxes so we can report both of those
1 vote -
Engage - Add a feature to send text from personal phone number
It would be nice to let users choose if they want to send a message through Engage or from their personal phone number.
1 vote -
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 -
Be able to view the margin percentage on an estimate after it is sent to the customer without having to edit said estimate.
Currently after an estimate is sent to a customer to sign the only way to say margin percentages, markups, or information similar is to edit that estimate which makes it invalid for the customer, or duplicate the estimate and go into edit that one.
1 vote -
Alphabetized sales tax
Right now it might be ordered by date added, but it would be easier to find alphabetized
1 vote -
"Change Order" Update Fully Signed Estimate
Would like to update an already approved estimate to add additional job costs and have an automation where a change order email sends to the customer requesting the additional payment
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 -
Able to not send an estimate via email when signing
We just use paper estimates
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
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