General
544 results found
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Reference Specific Invoices in Email
Our process sometimes involves having multiple invoices open on the same job. We use JobsV2 and try to use Template Fields as much as possible. However, there isn't a good way to specify certain invoices using the available Template Fields. It would be great if there was a way to designate this so we don't have to manually update the emails before sending.
2 votes -
Changing the header subject on emails coming from NSE for documents other than quotes.
Change the email header subject for documents coming from NSE so that they don't all say a quote was sent to the customer, but be able to specify what type of document is being sent.
2 votes -
Mixed Type Forms
I would like the ability to make mixed type forms, such as photos and checklist.
2 votes -
Financials/Products & Services to 4 Decimals
For insurance, we need our estimates to exactly match the Xactimate estimates that come in. However those estimates go to four decimals on everything so we need to be able to go to four decimals on our products & services, line items, taxes, and totals to be able to match.
2 votes -
Edit Totals Estimate/Line Item
Need to be able to Edit the total of an invoice or the total of the line items directly. We work with insurance that uses Xactimate, and need the line item quantities line item totals, and final total to all match, however, they use up to 4 digits after the decimal so we cannot do this currently.
2 votes -
Mark Labor as Tax Exempt
Labor costs are not taxable in Luisiana. With Labor and Material being part of the same line items with the New Sales Experience, it makes it difficult to manage this.
2 votes -
Ability to Add Contact with Jobs V2 Nav Bar
With legacy jobs and contacts, when you click the plus button at the top, you used to be able to do "Add Contact" and "Add Job" and "Add Task", but with Jobs V2, it is only "Add Job" and "Add Task". I would like that ability back, please.
3 votes -
SQ and JN Control What Happens when an Estimate Link Expires
In addition to the timeframe for expiration. It would be much better if we had control over IF the link should re-send. If our pricing is time-sensitive, why would we want it to resend at all after expiration?
2 votes -
Add Tasks to Contacts when using jobs
please add back tasks to contacts (to show all tasks in the contact view. I create contacts regularly without requirement for a job. When I open a contact I wish to see contact-related tasks in one and same view.
It has become overly cumbersome to be required to go out of the contact to see / manage any tasks for that contact. Much better to remain on the same page to manage, create, etc. How can a feature request be made?2 votes -
Delete Documents Requested for Signature
Being able to delete duplicate documents that are sent for signatures
2 votes -
2 votes
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Option to order Full House Premium Report on EagleView through JobNimbus
Would like to be able to order other reports from EagleView within JobNimbus - Roof & siding measurements.
1 vote -
Option to turn off estimate sending confirmations
When an estimate is sent from New Sales Experience an email is sent to the sales rep, but that email is unnecessary and we would like it to be removed
1 vote -
Options to customizer the Estimate Details
Options to include the company logo and sales rep information on the estimate details page in the New Sales Experience
1 vote -
Compress Photos
It would be nice if JobNimbus has a built in feature to compress photos
2 votes -
Estimate signing wordage
Be able to change the wording "Pay in full" when signing for an estimate so theres no confusion when signing
1 vote -
SumoQuote - Connect Existing Projects to CompanyCam
Currently, the SumoQuote integration with CompanyCam requires that you create the project via the sync. It would be better if we could connect existing projects. That way if. a project has already been worked on, it doesn't need to be created all over again.
3 votes -
Highlight Sections of a Contract
We want to be able to highlight parts of a contract. We just want to improve the visibility of specific portions of the contracts.
2 votes -
2 votes
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1 vote
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