General
969 results found
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Migrate Engage Conversations to New Account
It would be great if it were possible to migrate engage conversations to a new account. We have two accounts and have to juggle them because we are unable to migrate the conversations.
2 votes -
Recurring Invoices
Would like to make recurring invoices that automatically create
3 votes -
Bridge between forms and job details/Token
want to be able to use forms to autopopulate tokens for documents and job details
1 vote -
JobNimbus Multi Factor Authentication as an Option
Would like our JobNimbus account to have more security options to protect our account such as Multi Factor Authentication.
1 vote -
Email notifications for text messages
Would like to get email notifications when a text message is received in engage. Alternatively, they'd like to see automations be better integrated with engage so they could enable an automation to send an email when texts are received
2 votes -
Phone Number Formatting
Would like the formatting on phone numbers to display better. Hyphens to separate digits would improve the phone number visibility.
3 votes -
3 votes
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Able to nullify contact start dates
When a start date has been created, and it could be inaccurate, we would like to be able to nullify the start dates, possibly through API
1 vote -
1 vote
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Payment method on invoice
Add payment method on paid invoice so customers can have that on their record
2 votes -
Photo download
Wanting to download all photos compiled into a PDF
2 votes -
Autosave New Sales Experience Mobile Estimates
The functionality of saving working differently between New Sales Experience on mobile and desktop is different: it autosaves on desktop, but not on mobile. This can cause rather large losses of time for some estimates.
2 votes -
Add more to JobNimbus' CSP to allow wisetack
Right now it is rather restrictive. Please add at least *.texasselectfencing.com to the list of allowed domains. See Hubspot ticket: https://app.hubspot.com/contacts/3409122/record/0-5/18860574367/
1 vote -
Notes in profit tracker
Want to be able to add notes in profit tracker like invoice numbers from supplier purchases
1 vote -
Download templates
The ability to download templates to PC
1 vote -
AI use for documents
It would be amazing if JobNimbus could integrate AI or OCR (Optical Character Recognition) technology to process documents, such as Xactimate reports. The feature could allow users to upload a document, and the system would intelligently extract relevant data to automatically generate material POs, estimates, or invoices.
This functionality would save time, reduce errors, and improve efficiency, especially for businesses handling a high volume of insurance restoration projects.
1 vote -
Dedicated Email Tab and UI
A dedicated email view within JobNimbus, similar to the Engage tab, but for emails.
2 votes -
1 vote
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1 vote
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Warranty Tracking
logo is looking for a better way for them to keep track of warranties for homeowners.
1 vote
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