General
873 results found
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Products & services reflects Margin vs Markup choice in Estimate Settings
It is confusing to have products & services hard set to markup whereas the New Sales Experience can switch between margin and markup.
1 vote -
3 votes
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Emails can forward from one JobNimbus account to another
Right now emails can be forwarded from a personal inbox to a JobNimbus inbox, but it would be great to be able to send from one JobNimbus account to another
1 vote -
Edit Estimate Template Line Items
When attempting to edit an estimate template with the new sales experience, I cannot simply update a line item. I have to delete the line item, scroll down to the bottom, add a line item again, and then drag it back where I want it. I would like to just be able to modify the line items on my templates like I can on the actual estimates.
3 votes -
2 votes
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Work Orders to be in different colors
I would like the ability to create work orders in different colors.
2 votes -
Option to remove sales tax from insights
In order to more accurately see revenue, I would like my sales data to not show sales tax
1 vote -
Material type / Color Drop down menus
Customer is not integrated with beacon, but does have multiple color and material type options for each line item. Currently he would need to create a line item for each option and that is unfeasible as this would mean the creating of hundreds of additional line items. Customer would love to see the option to create a drop down menu in the system to specify material and color selections
2 votes -
In depth reports data
Provide more detail reporting in Insights. Particularly budget line items within the report
2 votes -
Search by phone number
The ability to search for contacts within jobnimbus by their phone number
2 votes -
When Editing Job Type, Something That Indicates the Previous Setting
When job type is updated, the status defaults to the first status in the workflow, without any indication. There is no way of knowing without exiting the edit screen what the status was before changing the type.
2 votes -
Internal Notes Estimate Conversion to Work Order
We used to use the internal note section of estimates to hold some information that was visible at a glance because it would carry through to work orders when we converted. Now it doesn't work that way, but we would like it back.
2 votes -
Budgets: Labor and Material Raw Totals
On budgets, I would like to see the raw total of all Labor items without margin/markup on a line and then on another line I would like to see the same for Material.
2 votes -
1 vote
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1 vote
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print
Print directly from the web page without having to go to another screen/tab or view a PDF. (especially for estimates and work orders
1 vote -
Custom financing accepts %0
Would like the ability to put %0 financing for custom financing
1 vote -
selective company cam
Want to be more selective on what comes through on the company cam integraition
1 vote -
Unassigned text to main email
Want unassigned texts to be sent/notified to main company email so they dont miss it
1 vote -
Custom Default Job Names
Default job name dropdown should be customizable
1 vote
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