General
873 results found
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Alphabetized sales tax
Right now it might be ordered by date added, but it would be easier to find alphabetized
1 vote -
"Change Order" Update Fully Signed Estimate
Would like to update an already approved estimate to add additional job costs and have an automation where a change order email sends to the customer requesting the additional payment
1 vote -
Sales tax is automatically applied per zip code
This would save time
1 vote -
Insurance information in New Sales Experience
You can fill it out with SumoQuote, but not in JobNimbus
1 vote -
No email required for signing estimates
This user does not email their customers and would like the option to omit the email address when marking an estimate as signed
1 vote -
Option for manual payment when collecting a deposit
When collecting a deposit on site, instead of only allowing CC transactions, they would like to see the option to log a physical payment like cash or check
1 vote -
ability to send the sales rep or assignee and subcontractor the estimate from the "email estimate" page
When you click the 3 dots and email the estimate the the customer, you no longer have the option to add your sales reps anyone else without typing out their email
1 vote -
Able to not send an estimate via email when signing
We just use paper estimates
1 vote -
Layouts permissions
Logo is looking to limit visibility of estimate layouts. Specifically, he wants to ensure that if someone is a subcontractor, they can only access and create estimates from a specific set of layouts, rather than seeing all layouts the admin has created.
1 vote -
Estimate Viewed Counter JN/SQ
We have notifications for when an email is opened. It would be great if we also had a counter for how many times it has been opened.
2 votes -
CompanyCam to Sync the JN Assignee as the CC Project Owner/Assignee
Want to have the projects created in CompanyCam via integration automatically assign out based on the assignment in JobNimbus
2 votes -
Team Activity Tracking for Admins
Would like to see data tracking for things like logins, downloads etc.
2 votes -
Adding notes from Job Sidebar
Wants notes to be visible, and able to be added from the jobs sidebar
2 votes -
Default Related to OFF iOS
Currently on iOS, the "Show Related" toggle defaults to ON. We would rather have it defaulting to OFF. Or maybe just make it an admin setting so we can adjust at the account level?
2 votes -
Notification On Boards
Create automatic notification on a board for a job that has sat in a particular status for a given time frame.
2 votes -
Breakdown of projects that comprise dashboard data
Feature request to see all of the projects that make up the data for the Dashboard page. Specifically for the "OPEN" amount and the "TOTAL REVENUE WON IN THE SELECTED DATE RANGE" calculations and seeing all of the jobs listed on that page that make up those calculations would be a great feature.
2 votes -
Eagleview bid perfect
Wanting us to implement bid perfect with NSE
1 vote -
Adding more dynamic field options for Job display
Would like a way to easily see the job value and the balance of the job when you click into the job. I know we can set up the profit tracker but it would be very beneficial if in the details of the job we can put in the job value and balance.
1 vote -
Logo being able to sign estimates before the customer
Option to sign the estimate before the customer
2 votes -
Hover on mobile
They requested that hover should be useable on the mobile, in its current state it is unavailable
1 vote
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