General
966 results found
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Turn off signature needed button on document templates
Would like the ability to create a Certificate of Completion and be able to turn off the signature needed button. We don't need a signature from the customer, we just need the document under certain jobs.
1 vote -
1 vote
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Add create Contact - full details
I can no longer create a contact from the home screen. The "Create +" button only allows a Job or Task to be created now, so I have to begin to create a Job, get Name & phone number, create from that, then go back into the search bar, type in their name and go to their profile, and then I can go on creating the contact from there. There is a drop-down feature that allows me to add in more detailed information, but not everything we need including class, lead status, etc. It is an extra step, and messes…
2 votes -
Paid online comprehensive training for JobNimbus outside of professional services
Beyond professional services, if there were online training that is more comprehensive that people could purchase and refer back to.
3 votes -
1 vote
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SQ - Stop multiple Quotes being sent when customer opens or clicks into the quote
We have customers who are not tech savy and when then click into a quote and receive another, they are calling in confused. We need a way to stop multiple Quotes being sent when customer opens or clicks into the quote after it has been signed.
1 vote -
Make adding a sales rep mandatory on Jobs V2
Make it so a Job can't be created without a sales rep - or at least an option to make it mandatory in Admin settings. It's easy to miss this in Jobs V2
1 vote -
Time limits set for team to send emails/texts
We would like limits to be set up in the system where our team can only send emails or texts within our business hours.
1 vote -
1 vote
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Option to Manually Update Key Dates for Stages
User would like to be able to manually adjust the key dates on jobs if they accidentally moved them into a different status with their automations. For example, if they needed to add/update an estimate to adjust for the cost of the job and it triggered an automation to move the status of the job from closed to sold, he needs to be able set the date for the original date again
1 vote -
Manually Signed Customizability
When a quote is manually signed, to change 'Manually Signed' to the customer's name on the signature line of the quote PDF
1 vote -
1 vote
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2 votes
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Custom Push Notifications iOS
On iOS, we would like to have the ability to customize the notification messages that go out. Task Assignments, for example, show who assigned and that it was a task, then show the 1st line in the description and the task type. A way to change that formatting would be fantastic.
4 votes -
3 votes
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Ability to see if other users are online in a Contact/Job
Would like for the color on a Contact to change (to red for example) so other users are aware if recent changes have been made and they need to refresh their page
1 vote -
Signing Contracts are too case sensetive
Customer's struggle to sign sometimes. Likely there is a space before or after their name or their didn't use capital letters. Not allowing a contract to be signed if the customer accidentally put a space after their name is ridiculous.
See photo for reference. Customers get confused since it looks like it matches exactly.
Let's just adjust it so it's not so sensetive and more customers can easily sign the contract.1 vote -
1 vote
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Calendar view for all day tasks
The ability to change the day view or weekly view in the calendar to show only the all day events and not break down the days by hour.
1 vote -
Add ability to add a note of authorization within the signings and upgrades page
Would like the ability to add a note such as, 'Authorized by....' below where the customer signs an estimate
1 vote
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