General
1031 results found
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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 -
Different statuses for payments, and automation triggers
They need an automation to trigger based off of a deposit being made. In their current state, automations are unable to trigger based off of different payment types
1 vote -
Be able to get rid of not present option on forms
want to be able to get rid of the option of "Not Present" when creating a picture option on forms so that employees cant bypass and skip out on taking pictures
1 vote -
Engage - Ability to update the phone number to the correct contact.
Phone number was associated to the wrong contact and text message was sent. Phone number has now been updated to the correct contact but the conversation is still showing under the incorrect (original) contact and when creating a new text message under the contact where that number is not associating to, it defaults to the old (wrong) contact.
1 vote -
Multi line column
Columns in boards be allowed to display longer names in multiple lines
1 vote -
New Sales Experience Sales Rep CC'd
Being able to remove the Sales Rep CC'd in NSE.
3 votes -
1 vote
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Custom insight reports
Requested to include all sales data in a single report, including material cost, labor costs, balance, etc.
3 votes -
1 vote
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Custom Estimate Email Subject Line
Wants to be able to edit what the subject line says when an estimate is sent to a customer
2 votes -
EagleView Tokens For Each Slope Area
The EagleView Integration can pull total roof area and have it function with tokens and calculations instantly. However, it cannot differentiate slopes. This data is included in the reports and it would be great if the system had tokens for area of each slope such that we could have them pull automatically. Industry standard is 0/12 and 1/12 are flat, 2/12 and 3/12 are low 4/12 through 6/12 is standard and steep is 7/12 +. Not every product needs tp be purchased the same way so the best solution would be if the integration could pull the area of each…
2 votes -
Not Happy
I am really unhappy with JobNimbus since this update has taken place. My screens take forever to load or won't load at all. I am constantly having to refresh my screen to get photos to show. It freezes up all the time and I am getting charged more for it! How long will it be before the bugs are worked out???
3 votes -
Require full payment
Want to be able to change it to require customer to pay in full
2 votes -
Adding lines to estimates
On estimates legacy: having a little tab on each line that allows you to add additional line items above or below that line without having to drag the line from the bottom to where it needs to go on the estimate which is incredibly tedious.
1 vote -
Unit of measure added on item quantity in New Sales Experience
wouldn't have to go in the description and add the UOM should add the UOM measure in the Quantity box, it would be very useful to have the UOM at the bottom of the Quantity. So that the audience ie Sales Rep can see the unit of measure on the estimate.
1 vote -
Estimate Number
Would like the estimate number to generate on the PDF
2 votes
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