General
1060 results found
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Nesting tasks
To be able to nest sub tasks inside of tasks
2 votes -
Bulk Edit Remove Singular Contact Assignee
For bulk edits related to contacts, we need the ability to remove a singular assignee rather than only being able to add or replace. We have a wide variety of assignees that we need to maintain on contacts, and the only option we have is to manually edit these when an employee leaves the business.
1 vote -
1 vote
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1 vote
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1 vote
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Expanded Document Signature Functionality
Request to allow customers to capture electronic signatures on additional document types beyond estimates (e.g., contracts, change orders, warranties, and completion forms). This would function similarly to DocuSign, enabling digital signing directly within JobNimbus for improved workflow efficiency and record management.
1 vote -
Add Time Zone Selector to Task and Appointment Forms
Users scheduling tasks or appointments from regions outside North America (e.g., virtual assistants) are experiencing incorrect appointment times due to the system relying on device/browser local time rather than the user or company time zone settings.
Adding a Time Zone selector field within the task and appointment creation forms would allow users to explicitly set the intended time zone for each event, preventing time shifts and improving cross-regional scheduling accuracy.
This enhancement would:
Support teams using virtual assistants or remote staff.
Ensure consistent times between the creator, assigned team members, and customer notifications.
Reduce confusion and manual corrections in scheduling…
1 vote -
1 vote
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1 vote
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Increased Insight Metrics on Production Managers
It would be great to have increased insights (IE, Profit Margins) for a Production Manager or Subcontractor role. This would make it easier to view these metrics by person rather than needing to hunt down each metric per job.
1 vote -
Estimates Pending Signature Total For Board Columns
We are able to do {{last_estimate}} on board cards, which is great. But we would like to be able to do the same for the options for the column totals.
3 votes -
Modify Fonts Anywhere
The ability to change the font and text size within estimates, invoices, work orders or anywhere really with a text box
4 votes -
Material & work orders status dropdown be wider to show full text
would like the dropdown menu under status in the material & work orders to be wider to show the full text.
1 vote -
Larger Description Boxes when Duplicating Jobs
When duplicating a job, the description box is small. It would be great to format the box differently or be able to add more lines so we can better organize and read the information.
1 vote -
New Jobs Experience Email Attachment View
We use to be able to see the attachments in the activity tab when we sent emails out. On the New Jobs Experience, we have to click into the thread to see that the attachment is there. We would like to have the old application back, we don't need to have to click more to see what is included to the email thread.
1 vote -
2 votes
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board cards
Would like the ability to display who the sales rep is in the icon in the bottom right of the job card instead of the assignee by default
1 vote -
1 vote
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A Notification/Automation ability for a comment added by a customer to an agreement
A Notification/Automation ability for a comment added by a customer to an agreement at time of sigining
As it stands, if a customer makes a comment on a LEGALLY BINDING DOCUMENT, the only way to see it is to manually search for it. There is no notification or indicator. This is NEEDED!
1 vote -
1 vote
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