General
1027 results found
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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 -
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 -
debit cards vs credit cards
Would like the option to have the system choose to block debit card payments
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 -
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 -
Logo being able to sign estimates before the customer
Option to sign the estimate before the customer
3 votes -
3 votes
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