General
1011 results found
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Automation to assign Job
Ability to create an automation that will assign a specific team member to a job when the status is modified.
4 votes -
SumoQuote ability to merge projects
We want to be able to merge projects so they link to hubspot
1 vote -
2 votes
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@ group mention
having the option to create a group option for mentions
6 votes -
1 vote
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1 vote
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Invoices Trackable for Subcontractors
The ability to track invoices for payments to subcontractors within the financials tab.
1 vote -
Modify the reporting week in Insights
We noticed that the reporting week in Insights runs from Sunday through Saturday work week, or reporting week is Monday through Sunday. We would like a way to change that in Insights.
1 vote -
Auto Populate Zip Code in Job/Contact fields
Auto Populate Zip Code in Job/Contact fields
1 vote -
1 vote
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Ability to Create a Proposal without an Estimate
Would like to be able to create a proposal like an inspection page - be able to make one without generating a pdf
1 vote -
payment automation option to include percentages not just amounts
When adding a payment to an account, I want an automation trigger that will go off of how much of the invoice/estimate was paid. For example, we do 50% deposits regularly so it would be nice to be able to trigger an automation off of that.
1 vote -
Photos Names import with Photos
We worked so hard adding the descriptions to the photos, only to have the names removed on them. We also are not happy that the photos are not coming in in order. This adds a lot of extra work to our process
1 vote -
The ability to automatically calculate taxes based on the County & State of the Address listed in the system.
Taxes) The Tax field within the JN system needs the ability to automatically calculate taxes based on the County & State of the Address listed in the system. Other customer portals / platforms that we work with have that taxes auto loaded. The Address is entered & when you put a check in the tax box to include Taxes it automatically applies whatever that Addresses County & State tax is based on its predetermined tax bracket for that specific address. This is a HUGE time saver & the technology / preprogramming is out there as other platforms are currently using…
1 vote -
1 vote
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Additional Supported Browsers
It would be good to have JobNimbus officially support more browsers, such as Firefox, Safari, Opera, Edge
2 votes -
NSE Authorization Page Replace Line Item
With NSE we can set the options within Quote Details pages to build off of each other or to be their own individual quotes that do not relate to each other. However, the ad-ons that can be created in the Authorization page are not able to be set to replace anything within the quote. It would be great if we got the ability to sort of map the upgrades to which line item they would replace.
3 votes -
Adding Additional Inspection Section
Would like to add another Inspection page or section to the Inspection page.
1 vote -
1 vote
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1 vote
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