JobNimbus Feedback

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  1. A way to disable Eagleview auto email notifications

    With the number of Eagleviews that we order, we don't want the salespeople to receive the auto-emails that JobNimbus sends when an Eagleview order is completed. Is there a way to add a setting where we can choose if this email notification is sent or not?

    2 votes
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    0 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  2. Access to Delete Products and Servive,

    User would like to have access to delete products and services and not just hide them.

    8 votes
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    Viewed  ·  1 comment  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  3. I would like to have a prepender for Contact, Estimate and Invoice numbers. Example: 2020-001

    I think there should be a prepender a set of numbers you can set up before a dash or suctomer numbers, estimate Numbers and such.

    2 votes
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    0 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  4. Part Number field Added to Products and Services

    Include a field in the Products and Services for Part Numbers. This will help in creating Material Orders for suppliers. It will create higher efficiency for purchasing the correct part.

    2 votes
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    0 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  5. 2 votes
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    Viewed  ·  0 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  6. Material Cost Comparison Between Suppliers

    It would be nice to be able to have jobnimbus compare pricing between 2 to 4 different suppliers when creating material orders.

    1 vote
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    Viewed  ·  0 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  7. 4 votes
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    0 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  8. Categories for Products and Services

    It would be very helpful to have categories for products and services. Since the list is purely alphabetical, it can be difficult to pull up and item when generating an estimate when you have a large item list. It would be nice to beable to group them together by type.

    3 votes
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    Viewed  ·  0 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  9. 1 vote
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    Viewed  ·  0 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  10. QuickBooks character limit

    QuickBooks online allows for a character limit of 100. However you have recently imposed an error message in products and services that won't allow item names above 31 characters. I know this is for the QB desktop users that have a limit of 31 characters when syncing.

    However this means the 800+ items we have cannot have the pricing updated without changing the item name.

    Is there a way to remove this error...or extend it to 100 for QB online users?

    There are workarounds but not any that won't at least double the work of inputting/editing our products.

    Thanks,
    Tom…

    4 votes
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    0 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  11. Services & Products Templates - Kits

    The ability to create templates for different roof trade systems. For example, we offer a variety of roof systems. These systems are complete with ALL manufacture products. The ability to select a template by the system being installed would allow sales reps to write estimates faster and cleaner. The template selected would contain all components and pricing of those components for that particular roof system that only needs quantity updates at the time of use resulting in closing a deal faster.

    3 votes
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    2 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  12. 2 votes
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    0 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  13. Services & Products Control

    A feature allowing us to completely remove a product or service verses just hiding it. With it "Hidden", when entering revised item it pushes us to the "Variable Item" that I don't want to use. Would also like to be able to edit multiple items at once verses one at a time going through the list

    3 votes
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    0 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  14. adding product & services to Estimates, work orders, etc

    It would be nice to see the "add new product" option underneath the potential matches. in my opinion with would deter users from adding new products unnecessarily

    1 vote
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    0 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  15. There should be an all location option so you don't have to enter the same category for each location

    There should be an all location option in settings: product and services, so you don't have to enter the same category for each location. If you have 20 locations, you have to enter the same category 20 times.... Makes it a little tedious when trying to take over the construction world lol

    1 vote
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    0 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  16. Product cost cursor placement

    When creating or editing a product/service you can click on the Cost field and the cursor starts after the zero. when you hit tab it would be nice for the cursor to be after the zero again instead of in front.

    1 vote
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    0 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  17. Update templates when Products & Services change

    Currently, we use a few different estimate, work order, and material order templates. If we update our cost in the system, the template remains at the old costs. This means re-creating the templates often.

    It would be nice if the templates pulled from current cost/pricing.

    9 votes
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    Viewed  ·  3 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  18. Products & Services Tree - Parent-Child relationships

    Should be able to select a product and then select from sub-products or have other choices (size, color, variation), and potentially sub-sub-products underneath them.

    This would allow for a lot more flexibility, organization, and speed when creating an estimate or invoice.

    90 votes
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    Planned  ·  15 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  19. Packages and/or subproducts

    It would be handy to able to build packages of products and services that are already created to help make estimates more efficient. To be able to estimate a exterior door replacement which includes the door, knob, trim, labor, etc, etc.

    6 votes
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    2 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  20. Import / Export Products & Services

    From and To CSV & Excel. This would allow you to make edits or manipulate them quicker.

    56 votes
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    19 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →

    We now have Search available on the Products & Services page, allowing you to easily and quickly find specific products on your list.

    This should help with managing this list in the near term.

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