General
966 results found
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Smarter Signatures
If I have two or more different parties that need to sign, one shouldn't have to wait for the first to sign before they get prompted to sign. The sign now feature should allow for selecting who is signing instead of forcing the order as well.
2 votes -
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…
2 votes -
Add Mitigation Package with Logs, Video Sharing, and Organized Photo Albums
Flood Rescue suggested creating a dedicated “Mitigation Package” in JobNimbus tailored for water damage and restoration companies.
Requested features include:Built-in moisture, hydrometric, and equipment logs.
A video-sharing section for job-site documentation.
Ability to organize photos into labeled albums (e.g., “Kitchen,” “Living Room”).
This would make JobNimbus a one-stop app for restoration workflows, combining documentation, visuals, and project tracking in one place.Tags: Mitigation, Restoration, Mobile, Documentation, Photos, Videos, iOS
1 vote -
1 vote
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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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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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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 -
Ability to save templates for profit tracker
Get request for the ability to save a profit tracker template that would allow different commissions, salesperson, plan cost settings to all be saved on a template, so it doesn't have to be entered in every single time.
6 votes -
13 votes
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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 -
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 -
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
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