General
973 results found
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2 votes
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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 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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Invoices Trackable for Subcontractors
The ability to track invoices for payments to subcontractors within the financials tab.
2 votes -
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 -
The ability to automatically calculate taxes based on the County & State of the Address listed in the system.
Taxes) The Tax field within the JN system needs the ability to automatically calculate taxes based on the County & State of the Address listed in the system. Other customer portals / platforms that we work with have that taxes auto loaded. The Address is entered & when you put a check in the tax box to include Taxes it automatically applies whatever that Addresses County & State tax is based on its predetermined tax bracket for that specific address. This is a HUGE time saver & the technology / preprogramming is out there as other platforms are currently using…
2 votes -
Nesting tasks
To be able to nest sub tasks inside of tasks
2 votes -
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 -
Exclude Sales Rep Assignments from SQ Project Search
In SumoQuote Standalone, when searching the project list for a name it currently includes results where the assigned sales rep has a matching name. This makes it tricky when searching for common names if they happen to be shared with a sales rep. It would be great if this could be made to exclude this, or at least to make it a toggle.
2 votes -
Track Products & Services through Insights and Classic Reports
Track metrics for Products & Services through Insights and Classic Reports
2 votes -
Maintain manual edits
When suppliers send over incorrect information it shouldn't immediately overwrite the price if we have put in what is correct.
2 votes -
Turn off ability to enter under contact
Toggle so that team cannot add notes to the contact, only the job.
2 votes -
2 votes
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Highlighted areas in the general customer profile
Could we have certain fields in the customer profile be highlighted? See the attached example.
2 votes -
Add create Contact - full details
I can no longer create a contact from the home screen. The "Create +" button only allows a Job or Task to be created now, so I have to begin to create a Job, get Name & phone number, create from that, then go back into the search bar, type in their name and go to their profile, and then I can go on creating the contact from there. There is a drop-down feature that allows me to add in more detailed information, but not everything we need including class, lead status, etc. It is an extra step, and messes…
2 votes
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