General
873 results found
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Be able to move photos in Company Documents
Would like the ability to move photos into the Company Documents tab to separate out photos to be sent in emails easier.
1 vote -
Mention Notification Email Updates
When someone is mentioned on a note, the notification email shows the original creator of that note, but when the note is updated and the mention is not modified, a new notification is sent out that shows the editor of the note and states they have tagged the individual.
It would be nice if the new email would either state that someone has updated the note they were mentioned on (instead of stating they tagged that individual) and/or show in JobNimbus that the note was edited.
2 votes -
Change how name conflicts are resolved
Change how when names are the same, how they are associated to JobNimbus. When leads try and fill out the form to enter their credentials within JN, they receive an error if the name is the same as a current contact.
2 votes -
5 Digit Phone number for contacts
Ability to add 5 digit phone number for business contacts
1 vote -
Able to disable margin / markup
Sometimes the margin just gets in the way, for example, when we want to lower the price we will run into the error of the margin going below %0, but we don't care about the margin for our business
1 vote -
Filter visibility on Jobs with lead status
Wants to be able to hide leads from sales users, and only allow them to see leads that are recent. Without having to un assign them from the record
1 vote -
Different section titles for inspection in New Sales Experience
Right now it only uses the page title, not the first section title
1 vote -
Search bar logic
Search bar is too specific
2 votes -
Tax calculator within estimate
A tool to calculate and edit taxes within the estimate
1 vote -
1 vote
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Forms in Insights
Would like the ability to pull a report with forms within Insights.
1 vote -
Automatically assign new leads to a person based on job type
Currently, we'd have to setup an automation to create a task for someone to manually assign a sales representative. It would be awesome to be able to have leads automatically assigned to a sales rep based on the job type they handle. This may require the option to setup the type of trade each sales rep handles in their profile.
1 vote -
More control over what photos are kept
Issue when uploading a photo to a doc template is still showing up after the image has been deleted. Since it is attached to the record
1 vote -
Multiple selection of options for the Contact/Job Fields
If the Contact/Job Fields had the ability of selecting multiple options, instead of only one, this would be useful to reporting on the multiple variables for the project's management.
2 votes -
Mobile - Create Job & View Calendar Availability
Logo would like to be able to view calendar availability when creating a new Job on mobile app.
2 votes -
Ability for more NSE Options
Logo would like the options to add more than three options on NSE Estimate for their customer.
2 votes -
New Invoice Experience - Add Photos Feature
JobNimbus recently released the "New Invoice Experience". There is no option to attach images to the line items in the new invoice experience. The old legacy invoicing allows you to attach images. This is important to have available for contractors, especially when working with insurance.
3 votes -
Ability to manually change the Project number within NSE
The project number in NSE is a long string of characters and looks messy. The logo would like the ability to manually change that number or have the system generate a shorter, clean looking number.
2 votes -
Modify pricelist line items, from within NSE directly
customer notes the frustrations with updating line items in Products and Services and then return to the estimate layout he was editing. Would be preferred to make these edits directly from within NSE
1 vote -
Add Photos To Line Items in NSE
It would be nice to be able to include photos on the line items in Estimate Details. Also would be good to have editable headers/footers on estimate pages so they can be branded, numbered, etc
4 votes
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