General
105 results found
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Functionality for recurring payments/saving customer payment information in JobNimbus
Functionality for recurring payments/saving customer payment information in JobNimbus
4 votes -
button option to move to next contact
"for example on my boards it's all my scheduled customers and I would like to update one then hit a button 'next' to go to the next person. This feature isn't there and I have to go back to boards go the the scheduled and go down the list to the next person."
4 votes -
Search function with notes
I would like to be able to have a search function that will scan all notes entered on a contact/job and find keywords entered in those notes.
4 votes -
Reporting around uploaded documents.
The ability to pull reports on uploaded documents. Such as when uploaded, and by whom.
4 votes -
Force log out a user
Need a way to force log out devices and changing the password won't force you out.
4 votes -
4 votes
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Ability to select additional recipients for payment receipts
Have the ability to select additional recipients to receive the payments receipt when collecting a payment through Global Payments integration. Currently only the sales rep and primary contact get the receipt.
4 votes -
Push Notifications for Email Replies
Customer would like to be able to receive notifications when a contact replies to an email
4 votes -
Change Default Settings On New Contacts
Would like to change what the default setting is for sections like status, contact type, sales rep, etc. on a new contact instead of JN just picking the option at the top of the list.
4 votes -
More Columns for Budget Reports
Would like to add the "Contact Type" column that is on contact reports to budget reports
4 votes -
Create a report with forms
The ability to create a report of forms on a job.
4 votes -
Permission for adding and editing products and services on estimates
Create an access profile permission where a salesperson or estimator can create an estimate with pre-saved products, but don't allow them to add new products and save them.
4 votes -
Ability to upload HEIC photos into JN
Ability to upload HEIC photos into JN
4 votes -
More color options for boards
Would like to add more color options to boards including white.
4 votes -
3 votes
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Products & Services Lookup Improvement
Whenever entering the name of a Product or Service(Estimate, Invoice, Material Order, Products & Services), it has some suggestions, but they do not include the descriptions. With the 31 character limit on the names, it would be very helpful if the descriptions also showed up with the names to make it easier to identify the proper item before selecting it.
3 votes -
Formatting Options in New Sales Experience
Add ability to format phone numbers and email addresses in the new sales experience. Right now, the email address cannot be capitalized and the phone number does not include any dashes, which is hard to read.
3 votes -
Larger Download All Photo Size Limit
It would be great to be able to download large numbers of photos from JobNimbus from a job so that I don't have to download each image individually. Or to have the option to select a list of what photos to download to lessen the size of the file downloaded.
3 votes -
Be able to set specific time periods for when the proposal link expires
It would be nice to be able to set a time frame for when the proposal link expires.
3 votes -
The ability to translate documents directly within JN.
The ability to translate documents directly within JN.
3 votes
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