General
1014 results found
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1 vote
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Automation to create a note on a job
Would like the ability to create an Event-Based Automation to create a Note in the Activity tab on a job with a template
3 votes -
1 vote
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1 vote
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Payment Options - Add Payment Types e.g. Venmo, CashApp, Crypto etc
When having to go back on a payment, we need to know exactly how it was paid. I'm putting credit card on my Venmo and CashApp payments and when having to go back to find this payment for some reason, I'm going to my credit card transactions and not finding them because they aren't properly marked.
3 votes -
API Endpoint to post users
Would like to have a solution that allows a user to be posted into the system
2 votes -
Auto populate email
Would like to see the email automatically populate when sending an email to the contact to prevent typos
3 votes -
Related Jobs Column for Contact Report
on the classic reports, it would be great if the Contact report had an optional related jobs column.
2 votes -
HyperLink Custom Fields
Would like to be able to save hyperlinks in contact/job details such that they are clickable to open in a new tab.
2 votes -
Import Legacy Templates into NSE Even if Ad Hoc Items
Legacy Estimates can be imported into NSE, however if the template has line items that are not referencing Products & Services directly, it cannot import. It would be better if it worked regardless.
2 votes -
Email forms to customers for surveys
Logo would like the ability to send a fillable survey form to their customers after service. Currently, we don't offer any tools that offer this
1 vote -
Adding Blank Open Tasks to Available Times on Calendar
Would like the capability to be able to add an open task of a certain color to mark open slots on the calendar to make it easier to view
1 vote -
Additional Jobs V2 Fields
I would like to be able to add more fields to Jobs v2 (like Start and End Date) on the creation page of a job.
4 votes -
Eagleview measurement
to be able to have the option to automatically order a measurement in eagleview when inputting a client
1 vote -
1 vote
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4 votes
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Job mapping
Within the jobnimbus app, allow your jobs to map together to build a route
1 vote -
Copy Workflows from Contacts to Jobs
Would like the ability to move workflows from Contacts to Jobs without having add all the statuses manually
1 vote -
Custom Templates for other types of work
Would love the ability to have templates for other types of work. We primarily do roofing and siding, but are branching out to painting, painting templates would be a great addition to JobNimbus!
1 vote -
Insights report formatting
We need the Reports on Insights to have the total sum show at the bottom and all the columns to show up when exported as a file. Currently, the totals are missing and the columns are all mixed when the report is exported. If it were neatly formatted, it would be more user friendly for our meetings that we run.
1 vote
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