General
910 results found
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Sync Job ID to QB Project ID
We would like the ability to sync the JN Job ID as the QB Project ID this would greatly improve tracking of the data.
3 votes -
Upload Size Limit
Sometimes, the files we upload into JN are really large but there is a 100MB limit. It would be great if we could adjust this.
3 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 -
2 votes
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manually enter estimate price
Ability to adjust the price of the estimate without going line by line
2 votes -
Sumoquote bluprint
Want to be able to blueprint a company for another company. Essentially copy/paste companies, but add a different name
2 votes -
Task Assignments to Estimators/Custom Fields
We have a custom field for jobs that lists the team member who is the estimator. It would be great if tasks could be assigned to that field. For creating a task the assignee field could have that option instead of just the literal names. Especially for automations. That would allow us to auto assign the task to them as well as to other role types that we create that way. Or if there could be another way to mark and auto-assign estimators and other roles like sales reps. "Sales rep" is an option on automations that create tasks, but…
3 votes -
Engage - option to clear notifications manually so they can go back and review them
option to acknowledge messages so if they forget they can go back and have the reminder that they are there
2 votes -
Engage - Group Texts
Referrals from adjusters that want to be included in the text so they are needing to send texts outside of engage now
2 votes -
2 votes
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Support embedded links on estimates
would like to show customers videos directly on the quotes - that is, clickable and won't close the estimate when they open it
2 votes -
Estimates Pending Signature Total For Board Columns
We are able to do {{last_estimate}} on board cards, which is great. But we would like to be able to do the same for the options for the column totals.
2 votes -
SumoQuote - Required Response for Color Selection
Currently, Color selection in the Product Selections are not required or able to be set as required. It would be great if this could be set up so the customer could not proceed without it.
3 votes -
4 votes
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NSE One Page Quotes
We liked the legacy estimates because we were able to get our logo, the estimate information, and the customer signature all on one page. With the New Sales Experience, our logo goes on the cover page with some other stuff, the line items go on the Estimate Details Page, and the customer's signature goes on the Authorization Page. As a PDF, the new estimates are nice, but we operate in a rural area with lots of clients who prefer physical copies. We would love a way to get a one-page estimate with the logo, line items, and signature all on…
2 votes -
2 votes
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5 votes
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SQ Integration with SVC Financial
Would like to have an integration with SVC financial such that customers have the ability to click and apply for the financing directly.
2 votes -
Zip Code to Fill City/State with Enhanced Jobs Experience
The previous job experience would auto-fill the City and State when we entered the Zip. After the switch to the Enhanced experience, this does not work. We need this feature back because it speeds things up.
2 votes -
2 votes
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