General
973 results found
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8 votes
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Classic Reports- Need filter for "Date Estimate Signed" on Estimate Report
We need to know the date that the estimate is signed on the Classic Report for Estimates. This is a must and was in SumoQuote. It is an easy way to filter for the jobs that have been approved/signed on and for us to filter for a certain time period for those records. WIthout this specific filter, the report isn't helpful. "date status change" field doesn't always show that the estimate was signed and/or approved, so that filter is not reliable. We need JobNimbus to be easy to track data on like SumoQuote was.
7 votes -
Formatting needs improved in NSE PDF view. Headers like "Description" clutter the page.
- Remove Description header above every section.
- Remove Unit & Qty headers by having the Unit come right after the Qty.
- Remove Unit Price by putting an "X" (times symbol) before the unit price and after the Unit & Qty (don't allow unit price without the Unit & Qty)
- Remove Line Total by making it bold
- Make the section titles a different size or shaded background, anything to separate it from a regular line item. You could even put a simple box around the line items below each section title, with the section title directly above the box
With each section's…
15 votes -
Ability to control which line item prices are not changed when margin slider is moved
Sometimes a custom line item is added that is not in the product & services list. Many times these prices are verbally expressed to the client so the price has to stay locked even if the margin slider is moved. This is critical if Line Totals are made visible on the PDF.
12 votes -
Automation Delineated by Document Type Signed
Run automations depending on what document type is signed. Use cases:
- Move status to "Signed" when "Contract" document type is fully signed.
- Alert Accounting
- Alert Sales rep with Zapier Automation
- Alert Sub with Make.com Automation
- Generate webhook for Zapier/Make/N8N when a change order is signed alerting all parties to halt and pivot.
- When Media Release is signed, Add call task for Rep to perform.
- When employee offer letter is signed, add them to JobNimbus, Google Workspace, Trainual with Zapier/Make/N8N
Right now, you can get a notification that a document is signed, but we can't automate around the document type or…
10 votes - Move status to "Signed" when "Contract" document type is fully signed.
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Please fix broken Job Fields widget on Job dashboard, cannot restore to 1/2 width
From the inception of being able to use the new layout 6+ months ago, i had shortened the width of the job fields widget to the width of 1/2 screen . To be honest it takes up way too much real estate on the full screen or "2 blocks wide" format. JobNimbus asked me to clear my cookies and after i did , the Job Fields Widget was 2 blocks wide. I can grab the corner and make it longer but i cant make it shorter in width. Tech support doesn't think it was ever intended to be shortened to…
1 vote -
Assist AI Creates Contact Based on Provided Phone Number
Right now it goes off the phone number that is in the caller ID, which can lead to all contacts turning into one if the call forwarding has the business line on the caller ID
7 votes -
2 votes
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NSE PDF's to be fillable
It would be great if the PDF's we insert into the New Sales Experience Estimates were fillable by the customer. Or at least if when we do a custom PDF page and insert a fillable PDF that ability would transfer to the version that sends.
18 votes -
Adding related contact by searching company name
when adding a related contact they would like the capability to search the contact by company name. since some of their contacts don't have a first name, last name, or email.
2 votes -
2 votes
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AssistAI transcript on job
We would like the transcript on the job instead of the contact
5 votes -
Bulk Delete Products & Services
Would like to be able to bulk delete P&S
3 votes -
View Calendar from the Job
Allow users to open a pop-up calendar directly from a job to see sales rep availability when scheduling appointments without having to switch between multiple tabs
2 votes -
2 votes
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2 votes
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Automations
To be able to create an automation for an invoice status as well as a job status to move a job to a different status
2 votes -
Mobile app photo edit tools
Liked tools from previous versions; no longer sees the option to add circle shapes to photos to highlight certain things for their customer. Would like to add a color background for text added to photos from photo editing tool
2 votes -
AssistAI to Add Custom Lead Source
It would be nice if it wasn't always "AssistAI"
4 votes -
unit of measure character limit
To allow a custom unit of measure to be longer than 5 characters
6 votes
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