General
1297 results found
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Add Rules Option in JobNimbus
Make it possible to make rules in JobNimbus. For example: "Status can not be changed to ______ unless document _______ is uploaded"
1 vote -
Reply to emails in mobile app & view entire email
The ability to reply to emails directly from the app, as well as expand or view an entire email, currently the email cuts off at a certain point and cannot be viewed in full.
1 vote -
Credit Card expiration notice
When the system sends a credit card expiration notification, it would be best to send notification closer to the expiration time. Currently it sends them with plenty of time to renew when there is no immediate need to change it.
1 vote -
Add Settings Access for Activity in Contacts and Jobs
When you give a user "Full Access" to view all contacts or jobs, but still be able to limit their access to view the activity under the contact or job. Currently if you give them no access to financials, they can still view the financials in the emails. Would like a way to hide the Activity in all Contacts and Jobs like emails and notes,
2 votes -
Allow duplication of beacon material orders sent
Include the ability to be able to duplicate a material order after it has been sent to the beacon supplier. This would help to be able to just duplicate the material order and not necessarily making any changes to it.
1 vote -
Avaya Integration
Would like to be able to use Avaya with JN for texting and calls
1 vote -
Customize work order pricing
Would like to be able to decide who can see the pricing on work orders
1 vote -
1 vote
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Change Orientation of Photos after Upload.
The ability to change the orientation of photos after they are uploaded!
3 votes -
Add Features to Document Templates
We’re trying to create contracts in our document templates but there are necessary features that are missing.
-multiple signature lines
-check boxes for options within the contract
We use DocuSign and all of these options are available. We want to be able to use JobNimbus for everything in our business and do away with DocuSign entirely.1 vote -
View contacts passed lead stage
Would like to be able to view contacts that have moved passed the lead stage while on the mobile app
1 vote -
Edit contact/job from search bar
Allow a right click from the search bar so we can change the status, add a note, or update the contact with a quick click
1 vote -
Overdue tasks on mobile app
Make overdue tasks red on mobile like on the old app
1 vote -
Change the font size under the Contacts list
Have the option to change the size of the font on the contact input screen.
1 vote -
Android App Suggestions
-GPS doesn’t work. It sends me to the wrong house. Then when I open the old app and use GPS it takes me where I need to go.
-The homepage on the new app is uncustomizable. Some of the stuff on there I just don’t need, like pending estimates. It has a list of every unapproved estimate from the last couple of years. It wouldn’t be so bad if it was just the last couple of weeks or months. But because of that, I don’t use it. It would be nice if we could pick and choose what we want…
1 vote -
Admin calendar on mobile app
Ability to see all team tasks on the mobile app.
1 vote -
1 vote
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1 vote
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Export all documents and upload to new account
Create the ability to export all documents for all our contacts and re-upload them to our new account under the correct contact.
1 vote -
turn off the related checkbox by default
turn off the related checkbox by default on contacts and jobs
1 vote
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