General
44 results found
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The ability to sync classes in QBO.
The ability to sync classes in QBO.
14 votes -
Download PDF of Proposals
Add option to download PDF of Proposals so they can be saved and printed.
18 votes -
2 votes
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The ability to send out mass texts.
The ability to send out mass texts.
7 votes -
The ability to have cross reporting in JobNimbus.
The ability to have cross reporting in JobNimbus.
7 votes -
Engage Email Notifications
We would like to be notified via email when we receive a text via engage.
6 votes -
Fix PDF view/Printed estimate format
When we attach photos or have estimates over 1 page the page breaks cut off photos or cut text off halfway through. For being a document that could be signed, it doesn't look good if it needs to be submitted to a court.
10 votes -
6 votes
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Functionality for recurring payments/saving customer payment information in JobNimbus
Functionality for recurring payments/saving customer payment information in JobNimbus
6 votes -
Edit estimate format
Add more formatting options for estimates to avoid unnecessary page breaks, or page breaks in the middle of a line of text
6 votes -
The ability to add an internal note to budgets.
The ability to add an internal note to budgets.
10 votes -
The ability to view related documents and photos on mobile app.
The ability to view related documents and photos on mobile application.
7 votes -
Time tracking for employees
Time tracking for employees
115 votes -
Engage conversations to be assigned to sales rep
Having engage conversations auto-assigned based on who the sales rep is on the contact.
9 votes -
Split payments by amount
Would like to be able to change the invoice split payment by exact amount, not just percentage
33 votes -
Customize assignee initials on contact cards
Ability to pick whose initials show up as the main assignee on contact cards on boards
8 votes -
Customer Portal
I would like to see a customer portal available so the customer can see the notes and documents. Acculynx and monday have this feature and keeps the customer uptodate and reduces time for follow ups.
This is a critical feature I think JN needs to add as it will start losing customers over lack of accessible features.
8 votes -
The option to turn off ads
The option to turn off ads in JobNimbus. Sunlight financial, etc.
19 votes -
Additional Access Profile Options
There should be an access profile that allows team members to make edits on a contact until the contact hits a certain stage, at which point the ability to edit anything should drop off. This would be a great way to ensure we don't get any crucial information changed or deleted.
We use sales reps for our leads, then we send in closers to acquire a job. We want them to be able to put in contact information but once that job goes into production we don't want them to be able to go in and edit any fields under…
12 votes -
Ability to "Like" a comment made in Notes
A lot of times my team will tag each other in notes and it would be nice if there was a "like" or "acknowledge" button for each note so the poster could know that the person tagged saw it and read it.
13 votes
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