General
1061 results found
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Check list for jobs -
right now we use trello which has our checklist for standard residential roofing job - where you check off items such as obtain signed contract, obtain Permit, pay for permit, do prelim walk through, etc this allows us to know all they key items were **** prior to starting a job- we do the same thing for during production and then post production - the ability to have checklist in JN for a job that shows you at a glance where you are at in the porcess is critical when managing multiple jobs at a time.
1 vote -
Automatically assign tasks
would like the ability to auto assign tasks to users. i.e: a specific task type always defaults to a certain user
1 vote -
Custom contact fields on mobile
would like to be able to input custom contact fields on mobile when creating contact like you can on desktop.
1 vote -
Ability to archive notes emails documents and other communications within a job
When working within a job that is active but larger in scope with many emails , documents and communications - the ability to archive items within a job to keep only pertinent information in easy view, ie you send an email in JN asking question from client they respond and they have a logo or several in their signature - and once the question is answered you do not really need the email visible - the ability to archive the email exchange - as well as all the logos in documents/photos that are not pertinent to the job - so…
1 vote -
7 votes
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2 votes
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Automation for notification internally of inactivity in Job/Contact
We need an automation that will send a notification to the assignee or subcontractor to see when a job/contact has been inactive after a certain time period so that we can keep the job moving through the system.
1 vote -
Customize Work Order Cards on Web Map
Would like to be able to customize the work order cards that appear on the web map that you access through the calendar.
2 votes -
More customized titles for team members
Custom field for job titles for team members, that will line up with automations better. We don't want to have to change who an automation is sent to every time we hire or fire someone. It would be great to just be able to set the automation to send task to Sales team and tag someone in it, rather than having to assign specific emails tasks etc, to certain people.
2 votes -
HR software besides Quickbooks
Something to keep confidential reviews and pay raises or termination paperwork.
2 votes -
Be able to view the margin percentage on an estimate after it is sent to the customer without having to edit said estimate.
Currently after an estimate is sent to a customer to sign the only way to say margin percentages, markups, or information similar is to edit that estimate which makes it invalid for the customer, or duplicate the estimate and go into edit that one.
1 vote -
Alphabetized sales tax
Right now it might be ordered by date added, but it would be easier to find alphabetized
1 vote -
"Change Order" Update Fully Signed Estimate
Would like to update an already approved estimate to add additional job costs and have an automation where a change order email sends to the customer requesting the additional payment
1 vote -
Sales tax is automatically applied per zip code
This would save time
1 vote -
Insurance information in New Sales Experience
You can fill it out with SumoQuote, but not in JobNimbus
1 vote -
Option for manual payment when collecting a deposit
When collecting a deposit on site, instead of only allowing CC transactions, they would like to see the option to log a physical payment like cash or check
1 vote -
Able to not send an estimate via email when signing
We just use paper estimates
1 vote -
Estimate Viewed Counter JN/SQ
We have notifications for when an email is opened. It would be great if we also had a counter for how many times it has been opened.
2 votes -
CompanyCam to Sync the JN Assignee as the CC Project Owner/Assignee
Want to have the projects created in CompanyCam via integration automatically assign out based on the assignment in JobNimbus
2 votes -
Team Activity Tracking for Admins
Would like to see data tracking for things like logins, downloads etc.
2 votes
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