General
965 results found
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2 votes
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SQ Integration with SVC Financial
Would like to have an integration with SVC financial such that customers have the ability to click and apply for the financing directly.
2 votes -
Zip Code to Fill City/State with Enhanced Jobs Experience
The previous job experience would auto-fill the City and State when we entered the Zip. After the switch to the Enhanced experience, this does not work. We need this feature back because it speeds things up.
2 votes -
2 votes
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Static timezone on mobile
When a mobile phone goes to multiple states it can be hard to keep time zones straight
2 votes -
Notification to alert you if your certifications are expired
It would be cool for JobNimbus to alert you when your different certifications and licenses are expired or close to expiring.
2 votes -
2 votes
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Engage Tags/Show Job Statuses
When working within Engage, there isn't any data that references where the jobs are in the process. It would be great if there were a way to view all of a certain group of jobs in the Engage view. This could be tags, or even just displaying the job status etc. That way you don't have to go back and forth between the board and Engage to know who you need to text.
2 votes -
Pass fees per invoice
Right now the credit card fee handling is the same for all customers, but for some customers we want to cut a deal, so we would like to remove the fees easily for one customer or invoice
2 votes -
Itemized totals for mobile
When adjusting the margin slider in mobile, it doesn't show a breakdown of pricing like it does on web, it only provides a subtotal on the previous screen after adjustments. It would be nice to see the same type of treatment on web applied to mobile estimating
2 votes -
Show invoice # and estimate # when creating them
Visualize the Invoice # and/or the estimate # when creating an invoice or estimate.
2 votes -
Forms activity in Reports
It would be great if activities such as Form Submitted was available, and a filter criteria for reports.
2 votes -
NSE Auth Page Show Item Names
It looks like when viewing the PDF of the authorization page, it doesn't display the item name, just the description. Would like this to do both or at least be an option.
2 votes -
The optional field in the user profile for their job title to then be used in the email template insert fields
There should be an optional field for a user's profile to put in their job title that can then be used in template insert fields to better communicate with customers who are sending the email that an automation is set up for.
2 votes -
2 votes
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Add Company information instead of Sales Rep
Would like to add company information to cover page in estimate instead of the sales rep
2 votes -
Notification for all email if they bounce, don't deliver, etc.
For all emails that go out not just for NSE
2 votes -
When adding a template to the estimate details page, add it as an option
Currently, when you import a template into your estimate details page, it will erase all data, even if you have multiple options available. This makes it difficult when you are simply trying to add a new option that you already have the template for but don't want to manually enter it into the estimate when you could just import that template as a different option instead of erasing the whole estimate details information.
2 votes -
Adding Form based conditions to automation
There are no current options in the condition types for forms.
2 votes -
2 votes
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