General
1009 results found
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CompanyCam Issue
When editing the contact in JobNimbus, it will create a new project for that contact in CompanyCam. This is a nuisance and we would like to have it act the way it does when you have Jobs synced up with CompanyCam where it will not create a new project.
2 votes -
Be able to use the balance column as a filter in an invoice report
Would love for the filters to be expanded upon in classic reports
2 votes -
Calendar customization
I would like to provide some feedback on the Jobnimbus Calender. We have used quite a few different ones, and I think JN would benefit alot from giving more customizability to their calendars. Here are some ideas:
Ability to change columns and rows to be for different data. For example, instead of having the time for the rows, we could have technicians listed by name
Ability to chose what info displays in the breif description displayed on the calender
Would be really cool if yall had a program that integrated that could be used as a timeclock. Currently, we are…2 votes -
Work Order screen should show Cost of the Work Order not Material Cost
With the new improvements in JN, the work order screen now shows the material cost of each work order rather than the cost of the work order. If a salesman provides an estimate for for $1500 he would expect to find a work order for $1500. Why would he want to see a material cost when looking for the matching work order
2 votes -
2 votes
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Adding Custom Spacing Options for Emails
It would be great to have customer spacing options in the email editor to increase professionalism and customization.
2 votes -
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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More customization in classic reports
The ability to filter out specific activity items is the primary concern for this user. They want to omit email activity, and only filter by actual changes and activity updates by the assignee of the job.
2 votes -
2 votes
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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 -
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
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