General
1002 results found
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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 -
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 -
Add Recording Playback Options for Assist AI
When listening to Assist AI calls, I would like to be able to fast forward, skip, or have a slide bar to adjust what I'm listening to.
3 votes -
Add Email Address with Assist AI
I would like to be able to collect email addresses with the Assist AI agent and have those emails populate in the contact record.
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 -
Financing Integration for Slice
Need Slice as an option because they have better rates than Sunlight Financial
3 votes -
Paid online comprehensive training for JobNimbus outside of professional services
Beyond professional services, if there were online training that is more comprehensive that people could purchase and refer back to.
3 votes -
No email required for signing estimates
This user does not email their customers and would like the option to omit the email address when marking an estimate as signed
3 votes -
Insert template field for the First name only of a sales user
There is no template insert field to only insert the first name of a sales user. There are options for Primary contacts to insert only first or last names, and each user in JobNimbus for their profile has a first name and then a separate last name field they fill in when setting up their profile, so it makes sense to allow the same options for inserting fields for sales users in email templates.
3 votes -
Separate markups for material and labor
Preference on separating the markup of material costs and labor costs. Having to create a product variant or separate product entirely for the separate markups causes double work and increases the points of error when creating an estimate. The biggest concern is human error in forgetting to add/remove the product in case of changes needing to be made after the estimate is created, or at point of creation
3 votes -
Being able to format change any note text box on an estimate
When you are looking at the product details in an estimate you can leave a note in the note text box but you can't actually change the text font, size, bold etc.
3 votes -
Converting a draft estimate to a material order
The ability to convert an estimate that is in draft status to a material order.
3 votes -
Split payment across multiple jobs
In JobsV2 having the ability to apply a payment to multiple jobs and invoices manually from the contact financials page and not from each job individually. Want to be able to add one payment and choose any invoice to apply it to even if it is not the same contact or job.
3 votes -
NSE Authorization Page Replace Line Item
With NSE we can set the options within Quote Details pages to build off of each other or to be their own individual quotes that do not relate to each other. However, the ad-ons that can be created in the Authorization page are not able to be set to replace anything within the quote. It would be great if we got the ability to sort of map the upgrades to which line item they would replace.
3 votes -
Upload Size Limit
Sometimes, the files we upload into JN are really large but there is a 100MB limit. It would be great if we could adjust this.
3 votes
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