General
1071 results found
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Calendar
Be able to add their Team members Names to task on calendar to make it easier to see who is doing what.
1 vote -
Support for iRoofing measurement document uploads
Allow the support for iRoofing measurement document uploads
1 vote -
Fence Measurement tool to have the ability to add gates
Having an option to add gates when using the fence measurement.
1 vote -
Form requirement
add the ability to require a form to be filled out at certain stages/statuses of a job, or before work order completion
1 vote -
Sales rep info on estimates
The ability to display sales rep name as well as email and phone number on the estimate title page. ideally, we would also like to see additional fields for this area to enter on the title page.
2 votes -
Make Quick Text Templates available for use within Text Pages
Using quick text templates should be available for use on text pages on estimates.
1 vote -
link to contact from engage
Logo want the ability to go straight to contacts page from their engage profile.
1 vote -
subcontractor check in check out
Have the ability for subcontractors to be able to check in and check out at the job site. Have the ability to track hours worked and work completed. Also, on "Check in," ask for pre-work photos, and then on "Check out," ask for work-completed photos. Just like Acculinx.
1 vote -
Assist AI Creates Contact Based on Provided Phone Number
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
7 votes -
Board recent estimate totals
It would be nice if in our board coumns that are for tracking potential sales (estimate follow-up for example), we could have. a total that is the sum of all individual job cards and their "recent estimate" amounts. Currently, we can have the job cards display this amount, but there is not an option to that this value totaled in the board (see screenshot)
1 vote -
send QR code in invoice for payment
the ability to send a qr code in an invoice.
2 votes -
Search function to include job description
Allow for job description key words to populate search results on the nav bar.
1 vote -
NSE - Customers Phone Number added to Cover Page
It would be more efficient for us to have the customers phone number on the cover page in NSE estimates. We have to go into the system to find their phone number instead of just being able to access it from the proposal.
1 vote -
AssistAI to Add Custom Lead Source
It would be nice if it wasn't always "AssistAI"
5 votes -
Event based automation to change job status
Currently, JobNimbus only allows an automated job status change if a time based automation is used. But time based automations to do this action have been inconsistent ever since I started using them 3 years ago, and they have recently become even less reliable. For time based automations I was told the action of the status change should wait at least 16 min to be triggered, but even that doesn't work consistently, or at all. A ticket has been submitted for this, but in the meantime, someone please tell me, WHY DO EVENT BASED AUTOMATIONS HAVE TO RESTRICT JOB STATUS…
1 vote -
confirmation before moving board card
option to be asked if you'd like to move the board card to prevent the card from being accidentally moved to a new status when navigating the board
1 vote -
sub-status/subtype
wanting an option for substatus workflows to allow for the job to be tracked across boards without moving the main status on another board
1 vote -
Payment Receits Availablke in JobNimbus
We want the option to download the receipt to also be available in JobNimbus and not just the Payment Portal
1 vote -
Profit Tracker Quantities
Would like Profit tracker to track costs additionally with not only cost in dollar amounts but with quantities as well
2 votes -
Filter Activity Reports by "Words Contained" in the Activity
We would like to have a filter added to Activity Reports to be able to narrow down result by a specific string contained within the activity. Eg. Report of all emails containing the word "Appointment"
1 vote
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