General
1060 results found
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Have a toggle for Photos to be accessed from the contact
Since switching to Jobs from Contacts, all the photos uploaded to the contact from CompanyCam are not accessible when you want to add the photos to an NSE estimate. We would like to have a toggle in place to where we are able to access those photos on the contact to add them to our Inspection page in NSE.
1 vote -
CompanyCam Issue
When editing the contact in JobNimbus, it will create a new project for that contact in CompanyCam. This is a nuisance and we would like to have it act the way it does when you have Jobs synced up with CompanyCam where it will not create a new project.
1 vote -
Keep Legacy Estimates
We currently use Legacy Estimates and just received notification that they will be going away soon. We like the current estimating and the way that it functions for our company works better. We will be looking for a new CRM if we cannot keep using Legacy.
1 vote -
Ability to convert NSE without signature
Currently has to have estimate signed in order to convert to invoice, but does not really work because people prefer physical signatures, so i have to create invoice manually.
47 votes -
Form - Help Button Hiding
This was super frustrating, I took the time for 45 minutes the first time 25 minutes creating a whole new form, but the dang help button with all of the updates and features was hiding the error message that popped up when I tried to save the form, so needless to say I lost the whole info.
Then I switched from "edge Browser" and went to Google, completed the whole dang form again, and it happened again, hiding what ever the dang error message was behind the tips and tricks icon in the bottom left. So frustrating, move the button,…
1 vote -
Signing Contracts
Too many calls from customers asking us to walk them through signing a contract...it should not be this difficult. I think what throws them off is when they click the "Review & Sign Quote" it takes them to the pdf and they think they are supposed to sign it. Most of them never even notice the blue "Continue" button that takes them to the page where they actually sign. I think removing the pdf and having the link take them directly to the sign page would make things exponentially easier for them and for our office staff. SumoQuote is great…
1 vote -
1 vote
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Be able to use the balance column as a filter in an invoice report
Would love for the filters to be expanded upon in classic reports
1 vote -
Supplier in Canada
Would like to integrate with any of the big 3 suppliers in Canada
1 vote -
1 vote
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secondary sorting option for board settings
Once jobs are sorted by days in status (descending), there’s no additional filter to refine that order further. As a result, the list may appear somewhat randomized within that status group. When you open a job or contact under that status, it will randomize that job within the same days' status when returning to the board.
1 vote -
Calendar view access for Customers
We would like our customers to have where they click a link to schedule appointments through JN (likely a CRM or business management system). We currently use Google Calendar and it would be great if our customers could do that within JobNimbus.
1 vote -
1 vote
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Signed date column on the financials page (First Look)
Want to be able to see when the contract was signed at a glance. Having a column for that would be nice
2 votes -
Estimate Report for NSE estimates
We create Estimate reports and want to track any issues to the creator of that record. When creating Estimate Reports in Classic Reports, only the Legacy Estimates show who created the estimate, you are not able to track who created the SumoQuote Estimates.
1 vote -
Filter Feedback by Status in UserVoice
Can y'all add a way to filter this feedback page to remove closed requests? Said filter should include Denied, Completed, and/or ones still open. At times I have to scroll past so many denied requests, it slows down my search in finding viable answers or open requests by others.
1 vote -
Customize Top Nav Bar
I would like to be able to customize the top nav bar to fit my needs as an admin. I would like to be able to add a Contacts link as you currently have to go to the Boards to access Contacts, which makes zero sense. I would also like to swap Insights for Reports. I only go to Insights to access reporting, something I use daily. A quicker, direct link at the top of the page would save a lot of time. Other items such as Docs, Automations, etc would also be great to add to the top bar.…
1 vote -
AssistAI: Show Caller ID on Transferred Calls
Add ability to display caller ID on transferred calls so users know who is calling before answering.
2 votes -
NSE EagleView Order Activity Notifications
With the way NSE EagleView orders work, there is no activity posted to the job to show it was ordered or when it is completed. It also does not notify the person who ordered it unless you add your email at the end of the process. Should be able to have the sales rep/estimator notified automatically.
2 votes -
Add Subcontractor as recipients to task (New Jobs Shell)
Need the ability to add subcontractors as recipients on a task from the job in the New Jobs Shell. Currently can only add them from the calendar. This creates more work for us.
1 vote
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