General
870 results found
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Adding Form based conditions to automation
There are no current options in the condition types for forms.
2 votes -
Being able to format change any note text box on an estimate
When you are looking at the product details in an estimate you can leave a note in the note text box but you can't actually change the text font, size, bold etc.
2 votes -
2 votes
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Engage Texting to Support Sending Video Files
Engage text messages can send photos just fine, it would be great if this could handle short videos as well, like regular texting.
2 votes -
NSE Signature Request Replies to Associate to Record
Currently, whenever a customer replies to a signature request from NSE Estimates, they do not associate with the record. This should be updated such that the replies are attached and are viewable on the record within JobNimbus.
2 votes -
Converting a draft estimate to a material order
The ability to convert an estimate that is in draft status to a material order.
2 votes -
Contact Options Fields Auto-Alphabetic
When we are modifying our custom contact fields, it would be great if the options lists would auto-sort their options to alphabetic order when saved.
2 votes -
Being able to embed a video into the NSE estimate pdf
Logo was asking if they could create a custom page and actually embed a video into the page besides using a link. Their work around is to use a Canva plugin to attach it to a pdf they make and then add that to their estimate as a custom page.
2 votes -
ABC Order Acknowledgement
It would be great if the ABC Order Acknowledgement would post to the job after submitting an order through the ABC integration.
2 votes -
Updating JN Photo Editing/Annotating to be more user-friendly
CompanyCam has a better user face with editing and annotating photos. Would like the inspection page to be better when editing photos.
2 votes -
Being able to send a receipt after manually entering a payment in JN
Interested in sending a receipt to the customer on a manually entered cash payment, which was for a deposit, before creating an invoice since none of the work had been completed.
2 votes -
Once Touch Contact on JV2
Would like a once-touch contact creation like how it only takes one touch to get to the job form on mobile for Jobs V2
2 votes -
Complete Tasks Via Automation
Would like the ability to have the action of an automation complete a task.
2 votes -
Ability to see the dollar amount requested for the deposit when a percent is entered.
It isn't currently possible to see the actual amount that was requested for a deposit when a percentage is entered. It would be nice to see this directly when creating the deposit.
2 votes -
2 votes
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Zapier JobNimbus Action to Create Estimate
We'd love to have a built out action for the Zapier integration to create an Estimate. That way it doesn't have to be a custom request.
2 votes -
Insights data via API
It would be great if we could access Insights data via API. Stage data and rates etc.
2 votes -
Job Lookup via Zapier
There are many options when using the JobNimbus option in Zapier, but there is no lookup for Jobs. We would like this option.
2 votes -
Tags or other Identifiers for Estimates on Mobile
On mobile, you can just see the estimate numbers before clicking into the estimates. It would be great if we could have some more obvious identifier to mark what is what when we have multiple estimates or kinds of estimates.
2 votes -
Show DEBIT/CREDIT on Payments
Currently, when a card payment is processed via the JobNimbus Payments system it always displays in the CRM as a credit card payment under the financials tab. This makes it very difficult to track which jobs should display extra fees on their invoices or which jobs we should expect to see fees on in general when we are passing them to customer. Please update this and make sure it reflects in the classic reports as well.
2 votes
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