General
842 results found
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Tax comes over from SumoQuote standalone
right now line items come over but tax does not
2 votes -
Photo Attachments NSE (Non-Inspection)
Currently the only way to attach photos to NSE estimates is via the inspection page. Would be great if we could add them on a custom page as well, like how we can add pdfs to additional pages.
2 votes -
RoofScope Measurement Upload
Please add support for uploading RoofScope measurements into JobNimbus
2 votes -
Make dropdowns easy
they are too easy to mouse off of and mess up
2 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.
2 votes -
Automation to assign Job
Ability to create an automation that will assign a specific team member to a job when the status is modified.
2 votes -
NSE Email Activity Parity
Currently NSE related emails do not show in the activity feed. The open/click notifications are via email but also do not appear in the activity feed. Replies to that email seem to just disappear. This needs to work like all the other emails do. Activity in the activity feed included sent, replies, delivery status, etc.
2 votes -
Feedback - Task Reminders
One of the things I'd like my staff to do, especially sales and admin, is continually follow up with our clients. I'd like to request an easier way to set reminder tasks for users. I don't know exactly what or how yet but the creating tasks is several steps and cumbersome.
I would suggest looking at Pipedrive software features for this and see if JN can integrate some of those methodologies. It is very action focused software that doesn't allow you to forget jobs/clients/activites
2 votes -
Print P&S
It would be great if we could print our Products & Services List. With and without Hidden items.
2 votes -
Hiding Tax Subtotals
Logo wants to be able to hide tax totals and subtotals of NSE Estimate when Enabling taxes and adding taxes in Estimates
2 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.
2 votes -
NSE CC/BCC
With the New Estimates, We need the ability to CC or BCC from the review and share screen. Mobile and Web.
2 votes -
Ability to print reports
Would like to print report from JobNimbus. The look of the report as is in JobNimbus is nice.
2 votes -
Total line item percentage calculation
Logo wants to be able to have a discount line item calculate from the total estimate amount to not have to manually enter in a different number everytime just like the deposit feature but more as just a single line item.
2 votes -
Re-Organize ALL Job Fields
I would like to be able to re-organize my job fields for when I am editing a job. Custom and Default Fields alike.
2 votes -
Indicate Supplier on NSE Line Items
With NSE suppliers are indicated for each line item on web, but on mobile the individual line items give no indication if they are linked or not. It would be great if the line items also displayed the supplier icon so it was easier to know if it was a linked product.
2 votes -
Template Fields for Current Date/Time and other System Info
Currently, all of the template fields available are referential to other records. However, it would be great if there was an option for Current Date/Time or other data like that. I am trying to create an email template for a time-based automation, but I don't have a way to include the date of the email.
2 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
2 votes -
auto populate emails
logo would like to be able to have an email list auto populate when emailing.
2 votes -
Customize Work Order Cards on Web Map
Would like to be able to customize the work order cards that appear on the web map that you access through the calendar.
2 votes
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