General
946 results found
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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 -
3 votes
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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 -
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 -
Task Assignments to Estimators/Custom Fields
We have a custom field for jobs that lists the team member who is the estimator. It would be great if tasks could be assigned to that field. For creating a task the assignee field could have that option instead of just the literal names. Especially for automations. That would allow us to auto assign the task to them as well as to other role types that we create that way. Or if there could be another way to mark and auto-assign estimators and other roles like sales reps. "Sales rep" is an option on automations that create tasks, but…
3 votes -
Ability to save templates for profit tracker
Get request for the ability to save a profit tracker template that would allow different commissions, salesperson, plan cost settings to all be saved on a template, so it doesn't have to be entered in every single time.
3 votes -
Address info in JobNimbus Payments Portal
Right now, the JobNimbus Payments Portal shows the name for the transaction data, but not address etc. Please add the other data as well.
3 votes -
Make adding products & services available without settings access
Right now in order to actually give permissions you have to check both "Can add products & services" AND "Account Settings" and that i confusing
3 votes -
Left Justify Notes on NSE Estimates
Currently, the notes in NSE justify to the right, but we would prefer them to be on the left. Or possibly toggle-able to either side.
3 votes -
Require Internal Notes
It would be great if we could make internal notes required for estimates etc
3 votes -
Remove arrow when annotating photos
Logo would like the option to draw a straight line without the arrow.
3 votes -
UoM for Products and Services Hide
Logo wanted to have the ability to hide the UoM for ones they created with Products and services added.
3 votes
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