General
996 results found
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Start/End date for tasks created from automations
Would like the ability to set the start/end or due date for tasks created from automations
1 vote -
1 vote
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Note Taking in New Jobs Experience
It used to be easy to create formatted lists for task tracking and record keeping, but now the system fights against proper list formatting in both notes and emails. He emphasized that lists are being forced into paragraph format, making them difficult to read and likely to be ignored, especially when communicating technical points.
1 vote -
Adding Additional Descriptions to Invoice Line Items
I would like the option to add additional descriptions to line items in the invoices.
1 vote -
1 vote
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Have a toggle for Photos to be accessed from the contact
Since switching to Jobs from Contacts, all the photos uploaded to the contact from CompanyCam are not accessible when you want to add the photos to an NSE estimate. We would like to have a toggle in place to where we are able to access those photos on the contact to add them to our Inspection page in NSE.
1 vote -
CompanyCam Issue
When editing the contact in JobNimbus, it will create a new project for that contact in CompanyCam. This is a nuisance and we would like to have it act the way it does when you have Jobs synced up with CompanyCam where it will not create a new project.
1 vote -
Form - Help Button Hiding
This was super frustrating, I took the time for 45 minutes the first time 25 minutes creating a whole new form, but the dang help button with all of the updates and features was hiding the error message that popped up when I tried to save the form, so needless to say I lost the whole info.
Then I switched from "edge Browser" and went to Google, completed the whole dang form again, and it happened again, hiding what ever the dang error message was behind the tips and tricks icon in the bottom left. So frustrating, move the button,…
1 vote -
Signing Contracts
Too many calls from customers asking us to walk them through signing a contract...it should not be this difficult. I think what throws them off is when they click the "Review & Sign Quote" it takes them to the pdf and they think they are supposed to sign it. Most of them never even notice the blue "Continue" button that takes them to the page where they actually sign. I think removing the pdf and having the link take them directly to the sign page would make things exponentially easier for them and for our office staff. SumoQuote is great…
1 vote -
1 vote
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Be able to use the balance column as a filter in an invoice report
Would love for the filters to be expanded upon in classic reports
1 vote -
Supplier in Canada
Would like to integrate with any of the big 3 suppliers in Canada
1 vote -
1 vote
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secondary sorting option for board settings
Once jobs are sorted by days in status (descending), there’s no additional filter to refine that order further. As a result, the list may appear somewhat randomized within that status group. When you open a job or contact under that status, it will randomize that job within the same days' status when returning to the board.
1 vote -
Calendar view access for Customers
We would like our customers to have where they click a link to schedule appointments through JN (likely a CRM or business management system). We currently use Google Calendar and it would be great if our customers could do that within JobNimbus.
1 vote -
Signed date column on the financials page (First Look)
Want to be able to see when the contract was signed at a glance. Having a column for that would be nice
2 votes -
2 votes
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Filter Feedback by Status in UserVoice
Can y'all add a way to filter this feedback page to remove closed requests? Said filter should include Denied, Completed, and/or ones still open. At times I have to scroll past so many denied requests, it slows down my search in finding viable answers or open requests by others.
1 vote -
Customize Top Nav Bar
I would like to be able to customize the top nav bar to fit my needs as an admin. I would like to be able to add a Contacts link as you currently have to go to the Boards to access Contacts, which makes zero sense. I would also like to swap Insights for Reports. I only go to Insights to access reporting, something I use daily. A quicker, direct link at the top of the page would save a lot of time. Other items such as Docs, Automations, etc would also be great to add to the top bar.…
1 vote -
6 votes
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