General
966 results found
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QuickBooks fees handled differently
The current process for fee reconciliation with JobNimbus Payments and QuickBooks is very time consuming
4 votes -
Ability to add image to automated text.
Would like to include the photo of the sales rep who will be coming to the home in the text.
2 votes -
1 vote
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Job filter on Contact Page
When viewing a Contact and all the jobs under the Contact, you can add columns and filters but they won't save as preferences. Want to be able to save as preferences for whenever I view jobs under the Contact
1 vote -
Location specific rates in profit tracker
We have to manually change it (for budgets) whenever it is a commercial job instead of a residential one
1 vote -
1 vote
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Re-enter account/routing number for JobNimbus Payments
Bounced checks due to incorrect account and routing numbers are avoidable and this would have made it so we did not churn
1 vote -
Assign Task Modification to Assignee
Would like to be able to have all team members view tasks, with limitation on the assignee being the only one who can edit or delete the task.
2 votes -
Profit Tracker commissions per sales rep
In budgets you could assign different percentages for different sales reps, but profit tracker can't do that. Because this was done with a previous feature, can it be done with this new one?
1 vote -
Make adding products & services available without settings access
Right now in order to actually give permissions you have to check both "Can add products & services" AND "Account Settings" and that i confusing
3 votes -
Would like to be able to add Photos to Contacts through the web app
Would like to be able to add Photos to Contacts through the web app
1 vote -
1 vote
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Adding Form based conditions to automation
There are no current options in the condition types for forms.
2 votes -
Final price name change
Being able to change the wording for Final price on an estimate
1 vote -
2 votes
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Engage Texting to Support Sending Video Files
Engage text messages can send photos just fine, it would be great if this could handle short videos as well, like regular texting.
2 votes -
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
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