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JobNimbus Feedback

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871 results found

  1. Engage Tags/Show Job Statuses

    When working within Engage, there isn't any data that references where the jobs are in the process. It would be great if there were a way to view all of a certain group of jobs in the Engage view. This could be tags, or even just displaying the job status etc. That way you don't have to go back and forth between the board and Engage to know who you need to text.

    2 votes

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  2. Title of the job to populate in the email notifications to subcontractors.

    Having so many emails from JN to the subcontractors with not context of what job they are looking into from their inbox is daunting. Would like the email description from the inbox to have some reference to the job so that subcontractors can more easily find a particular job they are working with.

    1 vote

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  3. New Sales Experience API endpoints

    We only use New Sales Experience estimates, not legacy

    4 votes

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  4. Signature not required

    We don't want to have a signature or the signing and upgrades page

    1 vote

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  5. 1 vote

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  6. Ability for Sales Team to Create QuickTexts

    We would love for our sales team to be able to create Quick Texts from the job.

    1 vote

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  7. Adding Sales Credentials to NSE

    Would like the ability to add the sales reps credentials off of the job with their name, email and a formatted phone number.

    1 vote

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  8. Show invoice # and estimate # when creating them

    Visualize the Invoice # and/or the estimate # when creating an invoice or estimate.

    2 votes

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  9. Track Products & Services through Insights and Classic Reports

    Track metrics for Products & Services through Insights and Classic Reports

    1 vote

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  10. Build in Sections of Wall Tokens with Hover Integration

    Having sections of the Wall Tokens builtin in addition to the Total Wall Area

    1 vote

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  11. Show Local Timezone on New Sales Experience Timestamps

    Currently, signed New Sales Experience estimates display timestamps in GMT, which can be confusing to customers and third parties. Please update this to reflect the local timezone, or at least one in America, of the signer or account for clarity.

    1 vote

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  12. Team Business Hours for Calendar

    Currently Setting the scope of our calendar is dependent on the Business Hours in the individual user profile. I would like the ability to set this for users or for my whole team. That way I can be sure everyone has the appropriate windows to view.

    4 votes

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  13. Profit Tracker to exclude taxes

    Profit Tracker to exclude taxes from Planned and Actual Revenue

    1 vote

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  14. Add "Find Contact by Display Name" to Zapier Plugin

    Please consider updating the Zapier integration to include a “Find Contact by Display Name” search option, similar to the existing “Find by Email” feature. This would make automation easier for workflows where Display Name is the primary identifier.

    1 vote

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  15. SumoQuote improvements on order editing - unable to open line item to edit to customize details specific to the job

    Easily update the name/ description to add colors or other details such as where the item is coming from

    1 vote

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  16. Hiding section Totals on NSE Estimates

    Would like the ability to hide not just sections but instead, hide the section totals within an NSE estimate.

    1 vote

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  17. Upload photo as an action for Automation

    Have 'Upload Photo' be a possible action from an automation

    1 vote

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  18. Hyperlinks & Company Cam

    Hyperlink support for Company Cam so that from the Contact/Job Record you can be directed to CompanyCam's record.

    1 vote

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  19. Forms activity in Reports

    It would be great if activities such as Form Submitted was available, and a filter criteria for reports.

    2 votes

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  20. 1 vote

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