General
968 results found
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NSE Signature Request Replies to Associate to Record
Currently, whenever a customer replies to a signature request from NSE Estimates, they do not associate with the record. This should be updated such that the replies are attached and are viewable on the record within JobNimbus.
2 votes -
Customizing Conditional Fields in Workflows
Regarding the growing need for more efficient workflows, I wanted to highlight how adding conditional field logic and customizable job pipelines in JobNimbus could be a game-changer for your users.
Right now, teams are spending time scrolling through irrelevant fields—slowing down processes and creating friction. By introducing conditional fields, users would only see what matters based on context, improving both speed and accuracy.
Please see the following examples:
At the same time, every business runs differently. A roofing contractor might use a “Roof Replacement” pipeline with a “Permitting” stage and statuses like:
- Permit Documents Made
- Permit Documents Signed…1 vote -
Visa surcharge breakdowns are clearer
Right now when the credit card fee is passed to the customer it very clearly shows that on the invoice, but we have to manually dig around more when someone pays with Visa. It's just confusing and more work, and we would like it to be easier, please.
1 vote -
Remove arrow when annotating photos
Logo would like the option to draw a straight line without the arrow.
3 votes -
Job Automation With Ability to Create a Parent Contact Condition.
We need to be able to change the Type & Status of a parent contact ONLY IF the parent contact Type is ___.
5 votes -
Contact Options Fields Auto-Alphabetic
When we are modifying our custom contact fields, it would be great if the options lists would auto-sort their options to alphabetic order when saved.
2 votes -
Don't CC NSE estimates
It is pretty confusing when the initial email is CCed to us because we accidentally sign for the customer
1 vote -
1 vote
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1 vote
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Edit / Adjust Font Size throughout estimate and layout
Edit / Adjust Font Size throughout estimate and layout
5 votes -
Being able to embed a video into the NSE estimate pdf
Logo was asking if they could create a custom page and actually embed a video into the page besides using a link. Their work around is to use a Canva plugin to attach it to a pdf they make and then add that to their estimate as a custom page.
2 votes -
2 votes
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ABC Order Acknowledgement
It would be great if the ABC Order Acknowledgement would post to the job after submitting an order through the ABC integration.
2 votes -
Updating JN Photo Editing/Annotating to be more user-friendly
CompanyCam has a better user face with editing and annotating photos. Would like the inspection page to be better when editing photos.
2 votes -
Being able to send a receipt after manually entering a payment in JN
Interested in sending a receipt to the customer on a manually entered cash payment, which was for a deposit, before creating an invoice since none of the work had been completed.
2 votes -
Once Touch Contact on JV2
Would like a once-touch contact creation like how it only takes one touch to get to the job form on mobile for Jobs V2
2 votes -
UoM for Products and Services Hide
Logo wanted to have the ability to hide the UoM for ones they created with Products and services added.
3 votes -
Profit tracker x insights permissions
Right now if someone has the ability to see Insights they can see profit tracker, which is inappropriate when we just want them to see their sales
1 vote -
1 vote
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SumoQuote - CompanyCam Tags Visible
You can add tags in CompanyCam, but there is no way to see those when selecting your photos via the integration. It would be great if those were displayed to make it easier to find the ones we marked in CompanyCam.
6 votes
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