General
973 results found
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Supplier column
want to be able to add suppliers other than integrated suppliers so they can see where the material orders were sent at a glance
4 votes -
Cannot Copy and paste in Emails (New Jobs Layout)
Cannot Copy and Paste in Emails (New Jobs View)
4 votes -
2 votes
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Adding Jobs in New Jobs Experience
Before, when adding a new job on a contact, the Job name would automatically populate with the contact name (We want that), and the description that was typed in the description box of the contact would automatically copy over into the job description (We want that). Also, the Sales Rep, Lead source, etc. that was assigned on the Contact level used to automatically populate the same on the job and no longer does - we need that
2 votes -
Profit Tracker Quantities
Would like Profit tracker to track costs additionally with not only cost in dollar amounts but with quantities as well
1 vote -
1 vote
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Date Updated Field Logic on Estimates
When I change the status on a job, all of the estimates attached to that job show their "Date Updated" as the time the job status was changed. Even though I didn't make any changes to the estimates themselves. This makes it difficult to tell when an estimate was actually last edited when using Classic Reports to filter for this data.
I'd like the "Date Updated" field on estimates to only reflect when a real change was made to the estimate, such as editing line items, changing the amount, updating the description, etc. Background syncs from the parent job shouldn't…
1 vote -
Customer Access Portal in JobNimbus
Logo would like to have the ability to have their customers access their job in JobNimbus to where they can see certain parts of the process and where it is at.
17 votes -
shared line items across estimate quotes
Allow estimate templates with tiers (Good / Better / Best or Either / Or) to share common line items and quantities across all tiers, so estimators only need to enter quantities once.
1 vote -
Limit Permissions of Job/Contact Creation and Fields
Limit Permissions of Job/Contact Creation and Fields. Want the ability to set admins only on creating jobs/contacts and fields.
1 vote -
Feature Request: Allow Materials to Open Directly Into a Default Material Template
Request the ability to configure a default material template so that when a user clicks Materials or Create Material Order, it opens directly into that template instead of first showing the template selection page.
1 vote -
Individual report tables for results
This user is wanting to see the ability to have separate tables within insights. For example, the ability to have separate tables in regard to lead sources, one for Google, facebook, etc.
1 vote -
1 vote
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JNP Refunds Sync with Financials in Job
Refunds made through JobNimbus Payments currently do not communicate back into JobNimbus. There is not a 2 way sync with this situation. We would love if the refund made in JNP came through to the payments and carried over to the invoice to make our process more streamlined and clear.
1 vote -
2 votes
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Changing metrics on Profit Tracker
To change the default of what metrics are being tracked in Profit Tracker (the 5 boxes)
1 vote -
Edit the default message for the Text payment request button
We would like to be able to customize the default message when you send an invoice via text
1 vote -
Mark Work Orders Complete
Mark Work Orders complete and have them crossed off on the calendar in the same way a completed task would do and look like.
1 vote -
1 vote
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1 vote
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