General
873 results found
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Profit Tracker commissions per sales rep
In budgets you could assign different percentages for different sales reps, but profit tracker can't do that. Because this was done with a previous feature, can it be done with this new one?
1 vote -
5 votes
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Make adding products & services available without settings access
Right now in order to actually give permissions you have to check both "Can add products & services" AND "Account Settings" and that i confusing
3 votes -
Left Justify Notes on NSE Estimates
Currently, the notes in NSE justify to the right, but we would prefer them to be on the left. Or possibly toggle-able to either side.
3 votes -
Would like to be able to add Photos to Contacts through the web app
Would like to be able to add Photos to Contacts through the web app
1 vote -
1 vote
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Separate markups for material and labor
Preference on separating the markup of material costs and labor costs. Having to create a product variant or separate product entirely for the separate markups causes double work and increases the points of error when creating an estimate. The biggest concern is human error in forgetting to add/remove the product in case of changes needing to be made after the estimate is created, or at point of creation
2 votes -
Adding Form based conditions to automation
There are no current options in the condition types for forms.
2 votes -
Being able to format change any note text box on an estimate
When you are looking at the product details in an estimate you can leave a note in the note text box but you can't actually change the text font, size, bold etc.
2 votes -
Final price name change
Being able to change the wording for Final price on an estimate
1 vote -
2 votes
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Engage Texting to Support Sending Video Files
Engage text messages can send photos just fine, it would be great if this could handle short videos as well, like regular texting.
2 votes -
NSE Signature Request Replies to Associate to Record
Currently, whenever a customer replies to a signature request from NSE Estimates, they do not associate with the record. This should be updated such that the replies are attached and are viewable on the record within JobNimbus.
2 votes -
Converting a draft estimate to a material order
The ability to convert an estimate that is in draft status to a material order.
2 votes -
Customizing Conditional Fields in Workflows
Regarding the growing need for more efficient workflows, I wanted to highlight how adding conditional field logic and customizable job pipelines in JobNimbus could be a game-changer for your users.
Right now, teams are spending time scrolling through irrelevant fields—slowing down processes and creating friction. By introducing conditional fields, users would only see what matters based on context, improving both speed and accuracy.
Please see the following examples:
At the same time, every business runs differently. A roofing contractor might use a “Roof Replacement” pipeline with a “Permitting” stage and statuses like:
- Permit Documents Made
- Permit Documents Signed…1 vote -
Add create Contact - full details
I can no longer create a contact from the home screen. The "Create +" button only allows a Job or Task to be created now, so I have to begin to create a Job, get Name & phone number, create from that, then go back into the search bar, type in their name and go to their profile, and then I can go on creating the contact from there. There is a drop-down feature that allows me to add in more detailed information, but not everything we need including class, lead status, etc. It is an extra step, and messes…
1 vote -
Visa surcharge breakdowns are clearer
Right now when the credit card fee is passed to the customer it very clearly shows that on the invoice, but we have to manually dig around more when someone pays with Visa. It's just confusing and more work, and we would like it to be easier, please.
1 vote -
Remove arrow when annotating photos
Logo would like the option to draw a straight line without the arrow.
3 votes -
Upload Videos
Would like the ability to upload video to a job.
5 votes -
Job Automation With Ability to Create a Parent Contact Condition.
We need to be able to change the Type & Status of a parent contact ONLY IF the parent contact Type is ___.
5 votes
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