General
778 results found
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Automation for notification internally of inactivity in Job/Contact
We need an automation that will send a notification to the assignee or subcontractor to see when a job/contact has been inactive after a certain time period so that we can keep the job moving through the system.
1 vote -
auto populate emails
logo would like to be able to have an email list auto populate when emailing.
2 votes -
Customize Work Order Cards on Web Map
Would like to be able to customize the work order cards that appear on the web map that you access through the calendar.
2 votes -
More customized titles for team members
Custom field for job titles for team members, that will line up with automations better. We don't want to have to change who an automation is sent to every time we hire or fire someone. It would be great to just be able to set the automation to send task to Sales team and tag someone in it, rather than having to assign specific emails tasks etc, to certain people.
2 votes -
HR software besides Quickbooks
Something to keep confidential reviews and pay raises or termination paperwork.
2 votes -
Estimate Viewed Counter JN/SQ
We have notifications for when an email is opened. It would be great if we also had a counter for how many times it has been opened.
2 votes -
CompanyCam to Sync the JN Assignee as the CC Project Owner/Assignee
Want to have the projects created in CompanyCam via integration automatically assign out based on the assignment in JobNimbus
2 votes -
Team Activity Tracking for Admins
Would like to see data tracking for things like logins, downloads etc.
2 votes -
Default Related to OFF iOS
Currently on iOS, the "Show Related" toggle defaults to ON. We would rather have it defaulting to OFF. Or maybe just make it an admin setting so we can adjust at the account level?
2 votes -
Notification On Boards
Create automatic notification on a board for a job that has sat in a particular status for a given time frame.
2 votes -
Breakdown of projects that comprise dashboard data
Feature request to see all of the projects that make up the data for the Dashboard page. Specifically for the "OPEN" amount and the "TOTAL REVENUE WON IN THE SELECTED DATE RANGE" calculations and seeing all of the jobs listed on that page that make up those calculations would be a great feature.
2 votes -
Logo being able to sign estimates before the customer
Option to sign the estimate before the customer
2 votes -
Integrated Time Tracking for Job Costing
It would be incredibly valuable to have a time-tracking feature in JobNimbus that allows employees and managers to punch in or manually enter labor hours directly each day. This would streamline job costing by tracking labor costs more efficiently without relying on third-party software.
Key benefits:
- Integration with popular payroll and accounting software like ADP and QuickBooks.
- Ability to export hours seamlessly for payroll processing.I’d gladly pay extra for this feature as it would save significant time and simplify tracking labor costs, which is currently cumbersome and expensive through third-party tools.
Thank you for considering this!
3 votes -
Contact Automation With Ability to Change Type, Not Just Status
This is needed because it is not possible to create a job automation with a parent contact Type condition. My workaround was going to be to have the parent contact of the job change to a status that is a trigger status to change the contact type (so the use of both a job and a contact automation to accomplish what we need).
3 votes -
2 votes
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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.
12 votes -
Invoice Line Item Lookup
Currently, with NSE, estimate line items can be looked up within the Products & Services list based on either the name or the description. However, Invoices only have search functionality based on the product or service name. I would like this to be updated to match that of the newer estimates so I can search the same way on both records.
2 votes -
Hyperlink to Jobs within Texts
Logo asked how to include the link to the job in the appointment reminder texts they send to sales reps.
2 votes -
Customize the subject title to NSE
The logo does not want the address line to come in but the ability to customize the subject title when sending an estimate to the customer.
2 votes -
Need a way to Tell Customer if their Card is Credit or Debit
With the new fee passing update of 12-4-2024, debit cards now result in the fee going to the Company. However, cardholders don't always know if their card is a credit card or a debit card. This results in potentially getting hit with a fee that is ~3% of the contract value. We need a way to handle this so it doesn't happen unexpectedly. Possibly something that tells the client if it is Debit or Credit.
3 votes
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