General
943 results found
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SumoQuote Invoices to Sync to QuickBooks
SumoQuote Invoices to Sync to QuickBooks
1 vote -
Estimate completely optional, only signing and upgrades
Want to send a special quote
1 vote -
1 vote
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Notification to alert you if your certifications are expired
It would be cool for JobNimbus to alert you when your different certifications and licenses are expired or close to expiring.
2 votes -
2 votes
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Engage Tags/Show Job Statuses
When working within Engage, there isn't any data that references where the jobs are in the process. It would be great if there were a way to view all of a certain group of jobs in the Engage view. This could be tags, or even just displaying the job status etc. That way you don't have to go back and forth between the board and Engage to know who you need to text.
2 votes -
Title of the job to populate in the email notifications to subcontractors.
Having so many emails from JN to the subcontractors with not context of what job they are looking into from their inbox is daunting. Would like the email description from the inbox to have some reference to the job so that subcontractors can more easily find a particular job they are working with.
1 vote -
New Sales Experience API endpoints
We only use New Sales Experience estimates, not legacy
4 votes -
Signature not required
We don't want to have a signature or the signing and upgrades page
1 vote -
1 vote
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Ability for Sales Team to Create QuickTexts
We would love for our sales team to be able to create Quick Texts from the job.
1 vote -
Adding Sales Credentials to NSE
Would like the ability to add the sales reps credentials off of the job with their name, email and a formatted phone number.
1 vote -
Pass fees per invoice
Right now the credit card fee handling is the same for all customers, but for some customers we want to cut a deal, so we would like to remove the fees easily for one customer or invoice
2 votes -
Itemized totals for mobile
When adjusting the margin slider in mobile, it doesn't show a breakdown of pricing like it does on web, it only provides a subtotal on the previous screen after adjustments. It would be nice to see the same type of treatment on web applied to mobile estimating
2 votes -
Show invoice # and estimate # when creating them
Visualize the Invoice # and/or the estimate # when creating an invoice or estimate.
2 votes -
Track Products & Services through Insights and Classic Reports
Track metrics for Products & Services through Insights and Classic Reports
1 vote -
Build in Sections of Wall Tokens with Hover Integration
Having sections of the Wall Tokens builtin in addition to the Total Wall Area
1 vote -
Show Local Timezone on New Sales Experience Timestamps
Currently, signed New Sales Experience estimates display timestamps in GMT, which can be confusing to customers and third parties. Please update this to reflect the local timezone, or at least one in America, of the signer or account for clarity.
1 vote -
Team Business Hours for Calendar
Currently Setting the scope of our calendar is dependent on the Business Hours in the individual user profile. I would like the ability to set this for users or for my whole team. That way I can be sure everyone has the appropriate windows to view.
4 votes -
Profit Tracker to exclude taxes
Profit Tracker to exclude taxes from Planned and Actual Revenue
1 vote
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