General
1027 results found
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4 votes
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Check Mark Tasks on Home Page
Have the ability to check mark tasks on the home page
4 votes -
Ability to Add Contact with Jobs V2 Nav Bar
With legacy jobs and contacts, when you click the plus button at the top, you used to be able to do "Add Contact" and "Add Job" and "Add Task", but with Jobs V2, it is only "Add Job" and "Add Task". I would like that ability back, please.
4 votes -
Product selection from authorization page
Provide a selection of products on the authorizations page
4 votes -
Create Email Groups for employees
Send emails to groups created in JobNimbus
4 votes -
Ability to edit forms after saved
Customer requesting to have the ability to edit forms after they have already been saved. this is useful for change orders, work orders and many other reasons and would be a massive improvement on how forms currently functions.
4 votes -
4 votes
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Document time stamp
When a document gets uploaded to a contact or job seeing the date and time is needed.
4 votes -
Logo wants Eagleview to go back to where they will not have to log in everytime to submit a report to JN.
Eagleview Login
4 votes -
Mass delete tasks
Customer finds tasks annoying and wants a means to delete all tasks / multiple tasks, en-mass.
4 votes -
Automatically Resent Estimates to Show in Activity Feed
When Estimates are sent for signature, there is a chance that the signing link will expire before the homeowner signs it. When that happens, clicking the link triggers the automatic sending of a new email. However, this doesn't currently add an activity in JobNimbus. It would be a lot more helpful if it created an activity that indicated it was a resend due to an expired link click.
3 votes -
AssistAI to Add Custom Lead Source
It would be nice if it wasn't always "AssistAI"
3 votes -
NSE Customization of Colors throughout the Estimate
Would like to be able to customize the color on the individual line items. We don't like that the grey color is there and want to change the colors.
3 votes -
AssistAI Appointment vs lead status
When a lead is created with AssistAI it only goes to one status. Could be nice if it went to one status (Lead) if no appointment was scheduled, and a different status (Appointment scheduled) if an appointment was scheduled
3 votes -
Make related contact pinned to top of side bar on V3
It is a bit frustrating to have to scroll down on the side bar (under the new photo) to find related contact. Would be nice to be able to re-arrange the order of the tiles on the right
3 votes -
NSE breakdown in the Mobile App
Would like to have the same breakdown on the New Sales Experience estimate in the Quote Details Page on the app as well as the desktop.
3 votes -
Double Enter ACH Information
When ACH payments are put in, and the customer put in incorrect account or routing information the return causes an enormous headache that has made people churn from JobNimbus Payments.
3 votes -
Estimates Pending Signature Total For Board Columns
We are able to do {{last_estimate}} on board cards, which is great. But we would like to be able to do the same for the options for the column totals.
3 votes -
Creating a job without requiring address
Logo would like to still create a job in JV2 without requiring and address
3 votes -
Estimate Name to be Job Name
When we create estimates using the New Sales Experience, we would like to be able to set the Estimate Name to automatically match the Job Name.
3 votes
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