General
1061 results found
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Maintain Formula When Changing UoM
When we have an item in the Products & Services List that has a formula saved under the calculation, if we modify the UoM it deletes the formula. It would be better if it maintained the formula so we could adjust it if needed, rather than deleting it and having us figure it out again.
2 votes -
2 votes
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2 votes
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AssistAI transcript on job
We would like the transcript on the job instead of the contact
2 votes -
2 votes
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Supplier column
want to be able to add suppliers other than integrated suppliers so they can see where the material orders were sent at a glance
2 votes -
Signed date column on the financials page (First Look)
Want to be able to see when the contract was signed at a glance. Having a column for that would be nice
2 votes -
AssistAI: Show Caller ID on Transferred Calls
Add ability to display caller ID on transferred calls so users know who is calling before answering.
2 votes -
NSE EagleView Order Activity Notifications
With the way NSE EagleView orders work, there is no activity posted to the job to show it was ordered or when it is completed. It also does not notify the person who ordered it unless you add your email at the end of the process. Should be able to have the sales rep/estimator notified automatically.
2 votes -
Upcoming Custom Invoice Due Dates in Accounts Receivable
We would like the Insights Accounts Receivable report to display upcoming and overdue payment installments based on each payment date within a job’s invoice, rather than only the final payment due date. This would make it easier to track split or custom payment schedules, improving accuracy and record keeping.
2 votes -
Restrict Access to Assist AI Settings
we need the ability to limit access of the assist ai settings to admins or specific users
2 votes -
Make related contact pinned to top of side bar on V3
It is a bit frustrating to have to scroll down on the side bar (under the new photo) to find related contact. Would be nice to be able to re-arrange the order of the tiles on the right
2 votes -
Make contact info text easier to read V3
Contact text at the top of the new experience is hard to read at times as they are all hyperlinks.
2 votes -
2 votes
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Smarter Signatures
If I have two or more different parties that need to sign, one shouldn't have to wait for the first to sign before they get prompted to sign. The sign now feature should allow for selecting who is signing instead of forcing the order as well.
2 votes -
Create recurring events on JobNimbus Calendar
Would like the ability to create recurring events in the JobNimbus calendar without having the Google Calendar Sync.
2 votes -
2 votes
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2 votes
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JobNimbus Marketing in Mobile App
I would like to be able to access the "Marketing" tab in the JobNimbus mobile app.
2 votes -
Display Other Trades NSE
In SumoQuote, the cover pages have a section that you can edit to inform the customer of other trades you can help with. In the New Sales Experience, the cover page designs that can be chosen from display that data, but the system does not have anywhere to actually manipulate it. We would like this feature to be built within JobNimbus so that NSE reflects the functionality that the designs imply.
2 votes
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