General
873 results found
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Dedicated Email Tab and UI
A dedicated email view within JobNimbus, similar to the Engage tab, but for emails.
2 votes -
1 vote
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1 vote
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Warranty Tracking
logo is looking for a better way for them to keep track of warranties for homeowners.
1 vote -
Different statuses for payments, and automation triggers
They need an automation to trigger based off of a deposit being made. In their current state, automations are unable to trigger based off of different payment types
1 vote -
Be able to get rid of not present option on forms
want to be able to get rid of the option of "Not Present" when creating a picture option on forms so that employees cant bypass and skip out on taking pictures
1 vote -
Engage - Ability to update the phone number to the correct contact.
Phone number was associated to the wrong contact and text message was sent. Phone number has now been updated to the correct contact but the conversation is still showing under the incorrect (original) contact and when creating a new text message under the contact where that number is not associating to, it defaults to the old (wrong) contact.
1 vote -
Multi line column
Columns in boards be allowed to display longer names in multiple lines
1 vote -
New Sales Experience Sales Rep CC'd
Being able to remove the Sales Rep CC'd in NSE.
3 votes -
1 vote
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Block Inbound Email
Need a way to block inbound emails based on sender.
4 votes -
1 vote
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Custom Estimate Email Subject Line
Wants to be able to edit what the subject line says when an estimate is sent to a customer
2 votes -
EagleView Tokens For Each Slope Area
The EagleView Integration can pull total roof area and have it function with tokens and calculations instantly. However, it cannot differentiate slopes. This data is included in the reports and it would be great if the system had tokens for area of each slope such that we could have them pull automatically. Industry standard is 0/12 and 1/12 are flat, 2/12 and 3/12 are low 4/12 through 6/12 is standard and steep is 7/12 +. Not every product needs tp be purchased the same way so the best solution would be if the integration could pull the area of each…
2 votes -
Invoice approved once deposit made
We would like to have the ability to set in the system that the invoice only approves once the deposit is made on the invoice.
2 votes -
Adding lines to estimates
On estimates legacy: having a little tab on each line that allows you to add additional line items above or below that line without having to drag the line from the bottom to where it needs to go on the estimate which is incredibly tedious.
1 vote -
Unit of measure added on item quantity in New Sales Experience
wouldn't have to go in the description and add the UOM should add the UOM measure in the Quantity box, it would be very useful to have the UOM at the bottom of the Quantity. So that the audience ie Sales Rep can see the unit of measure on the estimate.
1 vote -
Create Email Groups for employees
Send emails to groups created in JobNimbus
4 votes -
Custom Status on Invoices
I would like to add a custom status for invoices to be "Written Off" instead of needing to cancel or void the invoice entirely.
1 vote -
SQ - Rounding Totals
It would be great to be able to round within the reports. Either the line items themselves, the sections, or even just the final total. This could be toggled on or off and could either be to the nearest dollar or up to the nearest dollar.
3 votes
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