General
873 results found
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Tag Filters on Job Boards
We would like to have a tag filter added to the options on our job boards.
3 votes -
3 votes
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Estimate Details Page Notes Box Format
Looking to have the estimate details page notes format at the bottom to go from left to right instead of right to left.
3 votes -
Check Mark Tasks on Home Page
Have the ability to check mark tasks on the home page
3 votes -
Map view on Web
The mobile version of JobNimbus has a map view, but not the Web Version. Wish that would be added on web as well.
3 votes -
3 votes
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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.
3 votes -
SumoQuote - Connect Existing Projects to CompanyCam
Currently, the SumoQuote integration with CompanyCam requires that you create the project via the sync. It would be better if we could connect existing projects. That way if. a project has already been worked on, it doesn't need to be created all over again.
3 votes -
Recurring Invoices
Would like to make recurring invoices that automatically create
3 votes -
Phone Number Formatting
Would like the formatting on phone numbers to display better. Hyphens to separate digits would improve the phone number visibility.
3 votes -
3 votes
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New Sales Experience Sales Rep CC'd
Being able to remove the Sales Rep CC'd in NSE.
3 votes -
SQ - Rounding Totals
It would be great to be able to round within the reports. Either the line items themselves, the sections, or even just the final total. This could be toggled on or off and could either be to the nearest dollar or up to the nearest dollar.
3 votes -
3 votes
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Edit Estimate Template Line Items
When attempting to edit an estimate template with the new sales experience, I cannot simply update a line item. I have to delete the line item, scroll down to the bottom, add a line item again, and then drag it back where I want it. I would like to just be able to modify the line items on my templates like I can on the actual estimates.
3 votes -
New Invoice Experience - Add Photos Feature
JobNimbus recently released the "New Invoice Experience". There is no option to attach images to the line items in the new invoice experience. The old legacy invoicing allows you to attach images. This is important to have available for contractors, especially when working with insurance.
3 votes -
Eagle View Order Auto-populate to Activity Feed
Logo would like the action of ordering an Eagle View report to auto populate to the Activity feed of the Job. This way anyone assigned to the Job can quickly access that information.
3 votes -
3 votes
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Advanced Workflows - Restrict Moving *from* a status
Would like the advanced workflow feature to also allow restricting movement out of a given status.
3 votes -
Appointments Scheduled - Percentage Report
It would be nice to have a report either in insights or classic reports that shows how many appointments were scheduled but didn't turn into a sale. A percentage would be ideal.
For example, say of 100 leads for a week, month, or year, 25 of those turn into scheduled appointments, but never go to a sold stage, it would be nice to have a report that show the percentage amount of those that had appointments.
3 votes
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