General
968 results found
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QuickBooks Sync Commissions to JobNimbus
I’m able to put the commission on the paycheck in QuickBooks and assigned it to a customer, but it doesn’t move over to JobNimbus. That’s how I’d like to see it work so the sales people could see the commission they were paid on the job and we could also track commissions in JobNimbus as well as QuickBooks.
1 vote -
job automation to pull invoice details
I want to be able to create a job automation so that if the job has been in a status for so long it will trigger and be able to send an email with a link to the invoice. Would prefer this over using only invoice status as the trigger
1 vote -
1 vote
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Taxes on material orders
Taxes on material orders
1 vote -
1 vote
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1 vote
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1 vote
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AssistAI: Show Caller ID on Transferred Calls
Add ability to display caller ID on transferred calls so users know who is calling before answering.
1 vote -
1 vote
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Recent Jobs Search History
I am a former Job Progress/Leap customer. They had this feature, and it was extremely helpful for the entire team; and it seems simple to integrate into JN.
On the top bar menu, there is a "recent" tab and when you hover over it, it shows the 10 most recent jobs/customers that you have viewed. This makes it very easy to go back to customers you were just looking at. Because as of now, in Jobnimbus you have to manually type and search for that same job every time you want to see it again. Even if you JUST searched…
1 vote -
HTML rendering in notes
Would like to use Zapier to POST notes and include HTML formatting in those notes on new JobShell
1 vote -
AssistAI creates a contact based off the phone number a client says
Right now it goes off the phone number that is in the caller ID, which can lead to all contacts turning into one if the call forwarding has the business line on the caller ID
1 vote -
Permission for Marketing tab
Right now everyone with computer access can access the marketing tab. We only want Admins to
1 vote -
Multiple call forwarding
Allowing multiple numbers to be assigned to call forwarding within Engage
1 vote -
Cannot Copy and paste in Emails (New Jobs Layout)
Cannot Copy and Paste in Emails (New Jobs View)
1 vote -
Insert template field for the First name only of a sales user
There is no template insert field to only insert the first name of a sales user. There are options for Primary contacts to insert only first or last names, and each user in JobNimbus for their profile has a first name and then a separate last name field they fill in when setting up their profile, so it makes sense to allow the same options for inserting fields for sales users in email templates.
3 votes -
make work orders work without being assigned to job and just work order
Just to make the work orders (when they are assigned to someone that is not assigned to the job) work instead of getting the weird error that lets you search and select it, but won't let you open it
1 vote -
1 vote
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The profit tracker should include commissions as a cost
We need to be able to make commission count as a cost to the job instead of being separate. The commission should be counted as a cost, same as work orders and materials. Since it’s an actual payout, it needs to be deducted so the actual profit reflects the true net. If commissions aren’t included as a cost, the profit showing is overstated.
1 vote -
Be able to restrict access to assist ai settings
we need the ability to limit access of the assist ai settings to admins or specific users
1 vote
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