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JobNimbus Feedback

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1017 results found

  1. Ability to Sort Contact Workflows (Type Name) Alphabetically

    1 vote

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  2. 2 way calendar sync but the items from google calendars have the option to be read only

    for a 2 way sync but the items from google calendars have the option to be read only

    1 vote

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  3. Ability to Adjust Default View of Activity tab in the New Jobs Experience

    Not happy with the Activity tab in the Dashboard for New Jobs Experience. Want to be able to set the setting to filter for what I want it to show, not have it show the newest at the top when that information may be less relevant to what I need.

    1 vote

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  4. JobNimbus Marketing in Mobile App

    I would like to be able to access the "Marketing" tab in the JobNimbus mobile app.

    2 votes

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  5. Make lead source a required option

    4 votes

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  6. Display Other Trades NSE

    In SumoQuote, the cover pages have a section that you can edit to inform the customer of other trades you can help with. In the New Sales Experience, the cover page designs that can be chosen from display that data, but the system does not have anywhere to actually manipulate it. We would like this feature to be built within JobNimbus so that NSE reflects the functionality that the designs imply.

    2 votes

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  7. be able to customize what information syncs to outlook from task

    Add the ability to choose what task/job information syncs over to outlook calendar

    1 vote

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  8. More customization in classic reports

    The ability to filter out specific activity items is the primary concern for this user. They want to omit email activity, and only filter by actual changes and activity updates by the assignee of the job.

    1 vote

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  9. The Ability to view Documents Uploaded to Tasks on Jobs in the New Jobs Experience.

    1 vote

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  10. View PDF in Estimate tab when Job is Merged

    Ability to still see PDF in Estimates tab when Jobs are Merged

    1 vote

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  11. AssistAI Scheduling priority

    It would be good if it scheduled appointments where it tried to go to one person but then if that person isn't available, THEN it goes to the next one, instead of evenly going to everyone, some people are just a backup.

    1 vote

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  12. Ability to Automate Creating a Job in JobNimbus.

    1 vote

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  13. Disable Assist AI from Giving Customer Information

    With AssistAI you can pretend to be someone else, claim your phone number is their phone number, and get information like their address. Basically: you can do social engineering to the AI to get confidential information.

    1 vote

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  14. Ability to log notes in the same way as the Jobs experience before the New Jobs Experience. The new system is harder to keep track.

    1 vote

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  15. The Ability to modify Invoice Split Terms dates to past dates on the Android JobNimbus App.

    1 vote

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  16. The Ability to Automate pulling an EagleView Report in JobNimbus

    1 vote

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  17. Ability to show Start Date as Due Date on Cards in Job Board

    1 vote

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  18. The Ability to Print out All Time Based Automations including the Time Components and Print All Workflows.

    1 vote

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  19. The ability to change the size of the activity table on Jobs and Contacts in JobNimbus.

    1 vote

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  20. The ability to send an invoice link in an appointment confirmation email template automatically in JobNimbus.

    1 vote

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