General
871 results found
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Color selection/menu
When creating an estimate, they would like to option to list what colors they would like to sell/do sell to prevent selling colors and options that they either 1) do not have available 2) decide not to sell.
7 votes -
Date since touched
a time stamp showing the last update, or last time the record was touched would be useful
1 vote -
engage sorting
Add the ability to sort by unread messages in engage
1 vote -
Ability to print reports
Would like to print report from JobNimbus. The look of the report as is in JobNimbus is nice.
2 votes -
Send automations from Sales Rep's number
This feature request would allow you to send automated text messages to customers and have the number it is sent from be the same as the number for the sales rep assigned to the job or contact.
1 vote -
Need ability to add phone number details in UK format
We are a company that has been with JN for a long time, We are located in Serbia. Before the new job format was recently released, we could enter phone numbers in the European format. Now it is only allowing Canadian/ American numbers. Can we please have the new format add European number formats?
1 vote -
Total line item percentage calculation
Logo wants to be able to have a discount line item calculate from the total estimate amount to not have to manually enter in a different number everytime just like the deposit feature but more as just a single line item.
2 votes -
Re-Organize ALL Job Fields
I would like to be able to re-organize my job fields for when I am editing a job. Custom and Default Fields alike.
2 votes -
Indicate Supplier on NSE Line Items
With NSE suppliers are indicated for each line item on web, but on mobile the individual line items give no indication if they are linked or not. It would be great if the line items also displayed the supplier icon so it was easier to know if it was a linked product.
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
1 vote -
SQ Signature links to choose expiration time
Customize times for signature links to expire- recent update for 7 days is too short and is inconvenient for the company to keep track
4 votes -
Template Fields for Current Date/Time and other System Info
Currently, all of the template fields available are referential to other records. However, it would be great if there was an option for Current Date/Time or other data like that. I am trying to create an email template for a time-based automation, but I don't have a way to include the date of the email.
2 votes -
Multiple signing&upgrades pages for each page that exists on the estimate details page
Right now, in the New Sales Experience, you can specify different estimates from the estimate details page, but you can't differentiate between those separate estimates on the signing and upgrades page. It would be nice to have a feature to allow separate signing and upgrades pages for the separate estimate on the estimate details page, to keep the upgrades for each estimate listed independently from the others that don't apply.
1 vote -
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
1 vote -
Defend against insufficient funds ACH
Have longer than next day funding specifically for ACH, or some form of ACH Debit Validation / Instant Bank Verification, so we know the customer's bank amount before the check fully goes through. Just something for less NSF checks.
1 vote -
New companies should receive helpful articles or questionnaire
During set up, ask questions like the tax prep companies do. Plain language questions to help you pick what parts of NJ to use:
Do your sales people (A) just sell or do they (B) sell, issue contracts, supervise production, pick up check? If A, then divide your boards into sales, production, receivables, etc. If B, make one board for the whole process. Watch this to learn more.
Do you already have a billing system that pulls names and addresses from JN? Yes = use it. NO = set up our invoices. Learn more
Do you order materials for lots…
1 vote -
Canada tax
We need to report for 2 different sales taxes so we can report both of those
1 vote -
Engage - Add a feature to send text from personal phone number
It would be nice to let users choose if they want to send a message through Engage or from their personal phone number.
1 vote -
Check list for jobs -
right now we use trello which has our checklist for standard residential roofing job - where you check off items such as obtain signed contract, obtain Permit, pay for permit, do prelim walk through, etc this allows us to know all they key items were **** prior to starting a job- we do the same thing for during production and then post production - the ability to have checklist in JN for a job that shows you at a glance where you are at in the porcess is critical when managing multiple jobs at a time.
1 vote -
Automatically assign tasks
would like the ability to auto assign tasks to users. i.e: a specific task type always defaults to a certain user
1 vote
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