General
49 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 -
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 -
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 -
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
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