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JobNimbus Feedback

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929 results found

  1. Adding additional characters to the Contact Fields

    We created a custom field with the salesperson's direct phone number that gets inserted into the welcome letters along with the photo of the salesperson. This assures people that the person knocking on their door is from Anderson Roofing, not a random stranger.

    We ran out of characters. Please increase the character limit availability on the contact card function. We need to be able to add three more names.

    1 vote

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  2. The optional field in the user profile for their job title to then be used in the email template insert fields

    There should be an optional field for a user's profile to put in their job title that can then be used in template insert fields to better communicate with customers who are sending the email that an automation is set up for.

    2 votes

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  3. Add Company information instead of Sales Rep

    Would like to add company information to cover page in estimate instead of the sales rep

    2 votes

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  4. Notification for all email if they bounce, don't deliver, etc.

    For all emails that go out not just for NSE

    2 votes

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  5. Unsigned Estimates to Work Orders

    We cannot currently create work orders from Estimates when they aren't signed. We'd like to be able to create work orders from unsigned estimates, ahead of time for certain job types.

    1 vote

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  6. When adding a template to the estimate details page, add it as an option

    Currently, when you import a template into your estimate details page, it will erase all data, even if you have multiple options available. This makes it difficult when you are simply trying to add a new option that you already have the template for but don't want to manually enter it into the estimate when you could just import that template as a different option instead of erasing the whole estimate details information.

    2 votes

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  7. 1 vote

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  8. Job filter on Contact Page

    When viewing a Contact and all the jobs under the Contact, you can add columns and filters but they won't save as preferences. Want to be able to save as preferences for whenever I view jobs under the Contact

    1 vote

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  9. Location specific rates in profit tracker

    We have to manually change it (for budgets) whenever it is a commercial job instead of a residential one

    1 vote

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  10. Custom reporting

    ability to add data from different types of reports into one report. Such as combining invoice reports, work order reports, etc.

    2 votes

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  11. 1 vote

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  12. Re-enter account/routing number for JobNimbus Payments

    Bounced checks due to incorrect account and routing numbers are avoidable and this would have made it so we did not churn

    1 vote

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  13. Profit Tracker related estimates

    Would like a related checkbox button to view or not view estimates that can be imported from related jobs on profit tracker

    1 vote

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  14. ABILITY TO SEND ESTIMATES FOR SIGNATURE THROUGH TExt

    For those using the text feature, it would be nice to be able to send the prepared NSE docs for signature through text message

    1 vote

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  15. 1 vote

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  16. Profit Tracker commissions per sales rep

    In budgets you could assign different percentages for different sales reps, but profit tracker can't do that. Because this was done with a previous feature, can it be done with this new one?

    1 vote

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  17. Make adding products & services available without settings access

    Right now in order to actually give permissions you have to check both "Can add products & services" AND "Account Settings" and that i confusing

    3 votes

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  18. Left Justify Notes on NSE Estimates

    Currently, the notes in NSE justify to the right, but we would prefer them to be on the left. Or possibly toggle-able to either side.

    3 votes

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  19. Would like to be able to add Photos to Contacts through the web app

    Would like to be able to add Photos to Contacts through the web app

    1 vote

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  20. 1 vote

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