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JobNimbus Feedback

Have suggestions for how we can improve? Share them in the categories, or vote for the ideas you like best. We want to hear your feedback!

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General

641 results found

  1. Add Tasks to Contacts when using jobs

    please add back tasks to contacts (to show all tasks in the contact view. I create contacts regularly without requirement for a job. When I open a contact I wish to see contact-related tasks in one and same view.
    It has become overly cumbersome to be required to go out of the contact to see / manage any tasks for that contact. Much better to remain on the same page to manage, create, etc. How can a feature request be made?

    2 votes

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  2. Delete Documents Requested for Signature

    Being able to delete duplicate documents that are sent for signatures

    2 votes

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  3. 2 votes

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  4. Compress Photos

    It would be nice if JobNimbus has a built in feature to compress photos

    2 votes

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  5. Highlight Sections of a Contract

    We want to be able to highlight parts of a contract. We just want to improve the visibility of specific portions of the contracts.

    2 votes

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  6. 2 votes

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  7. Task Complete Generate Note

    It would be great if we could make the completion of a task open a note for the team member to then fill out.

    2 votes

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  8. 2 votes

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  9. Ability to add Photos next to an item on the Estimate details page

    Add Photos to the Estimate details page next to an item

    2 votes

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  10. Translate to Spanish

    It would be great if there was a button or setting to switch to Spanish in JobNimbus. Maybe a way to save Spanish and English versions of docs/etc as well so they can toggle if an actual translation feature is too complex.

    2 votes

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  11. Migrate Engage Conversations to New Account

    It would be great if it were possible to migrate engage conversations to a new account. We have two accounts and have to juggle them because we are unable to migrate the conversations.

    2 votes

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  12. Upload Videos

    Would like the ability to upload video to a job.

    2 votes

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  13. Email notifications for text messages

    Would like to get email notifications when a text message is received in engage. Alternatively, they'd like to see automations be better integrated with engage so they could enable an automation to send an email when texts are received

    2 votes

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  14. Autosave New Sales Experience Mobile Estimates

    The functionality of saving working differently between New Sales Experience on mobile and desktop is different: it autosaves on desktop, but not on mobile. This can cause rather large losses of time for some estimates.

    2 votes

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  15. 2 votes

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  16. Dedicated Email Tab and UI

    A dedicated email view within JobNimbus, similar to the Engage tab, but for emails.

    2 votes

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  17. Custom Estimate Email Subject Line

    Wants to be able to edit what the subject line says when an estimate is sent to a customer

    2 votes

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  18. EagleView Tokens For Each Slope Area

    The EagleView Integration can pull total roof area and have it function with tokens and calculations instantly. However, it cannot differentiate slopes. This data is included in the reports and it would be great if the system had tokens for area of each slope such that we could have them pull automatically. Industry standard is 0/12 and 1/12 are flat, 2/12 and 3/12 are low 4/12 through 6/12  is standard and steep is 7/12 +. Not every product needs tp be purchased the same way so the best solution would be if the integration could pull the area of each…

    2 votes

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  19. Invoice approved once deposit made

    We would like to have the ability to set in the system that the invoice only approves once the deposit is made on the invoice.

    2 votes

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  20. SQ Signature links to choose expiration time

    Customize times for signature links to expire- recent update for 7 days is too short and is inconvenient for the company to keep track

    2 votes

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