General
74 results found
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The ability to sync classes in QBO.
The ability to sync classes in QBO.
14 votes -
Update New Sales Experience Cover Page
Add ability to update company info in the New Sales Experience. Changes to company phone number and email addresses do not sync to NSE.
5 votes -
Download PDF of Proposals
Add option to download PDF of Proposals so they can be saved and printed.
18 votes -
Hiring Process for Team Members
Please add the ability to show where someone is in the hiring process and the ability to track certifications such as drivers license, car insurance, iicrc, mold, etc...
4 votes -
Backdate Stage Dates on Insights
I would like to be able to manually change the stage date shown on Insights.
4 votes -
Photo Editing on Web App
Add ability to edit photos on web app, not just on mobile.
4 votes -
Icon of Sales Rep on Boards
I want the icon displayed on the boards to show the sales rep initials rather than the "assigned to" initials.
5 votes -
Limit what users can create records
Some of our guys shouldn't be able to clog the pipeline with jobs they created. Wish their was a way in the user profile to limit jobs creation and maybe even contact creation
4 votes -
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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The ability to restore deleted notes
The ability to restore deleted notes
5 votes -
Separate automations for each location
It would be nice to be able to set automations specific to each location as some items are applicable to some locations but not others.
5 votes -
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 -
Insights Filter - Groups
It would be nice to filter Insights via Groups.
4 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
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