General
871 results found
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SQ Integration with SVC Financial
Would like to have an integration with SVC financial such that customers have the ability to click and apply for the financing directly.
2 votes -
Zip Code to Fill City/State with Enhanced Jobs Experience
The previous job experience would auto-fill the City and State when we entered the Zip. After the switch to the Enhanced experience, this does not work. We need this feature back because it speeds things up.
2 votes -
2 votes
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Require Internal Notes
It would be great if we could make internal notes required for estimates etc
3 votes -
Creating a job without requiring address
Logo would like to still create a job in JV2 without requiring and address
2 votes -
1 vote
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Busy Task
Want the option of making tasks busy tasks or not busy tasks. Essentially one that will show on the calendar but wont take up time or leave the rep as busy during that time
1 vote -
Profit Tracker - Templates for the Cost tab
It would be helpful to be able to make templates for the Cost tab if we are entering information manually. Being able to create a template would save us a lot of time.
1 vote -
Option to hide the line item totals in the NSE Material Orders
Would like the option to hide the line item totals in the material order so that when I send it to my supplier. The legacy version use to have an area that you could toggle off the quantity and numbers, that way someone would not see that section, but I could still see it on the document in the documents section of the job. Would love for that feature to be extended NSE Material Orders.
1 vote -
Notification to alert you if your certifications are expired
It would be cool for JobNimbus to alert you when your different certifications and licenses are expired or close to expiring.
2 votes -
2 votes
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Engage Tags/Show Job Statuses
When working within Engage, there isn't any data that references where the jobs are in the process. It would be great if there were a way to view all of a certain group of jobs in the Engage view. This could be tags, or even just displaying the job status etc. That way you don't have to go back and forth between the board and Engage to know who you need to text.
2 votes -
Title of the job to populate in the email notifications to subcontractors.
Having so many emails from JN to the subcontractors with not context of what job they are looking into from their inbox is daunting. Would like the email description from the inbox to have some reference to the job so that subcontractors can more easily find a particular job they are working with.
1 vote -
New Sales Experience API endpoints
We only use New Sales Experience estimates, not legacy
4 votes -
Signature not required
We don't want to have a signature or the signing and upgrades page
1 vote -
1 vote
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Ability for Sales Team to Create QuickTexts
We would love for our sales team to be able to create Quick Texts from the job.
1 vote -
Adding Sales Credentials to NSE
Would like the ability to add the sales reps credentials off of the job with their name, email and a formatted phone number.
1 vote -
Show invoice # and estimate # when creating them
Visualize the Invoice # and/or the estimate # when creating an invoice or estimate.
2 votes -
Track Products & Services through Insights and Classic Reports
Track metrics for Products & Services through Insights and Classic Reports
1 vote
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