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175 results found

  1. 💡Boards Feedback/Ideas💡

    Please upvote if you agree!

    💠 Allow for customization of what is displayed on the body of cards based on the List that it's currently under (today all cards on a Board have the same displayed information across entire Board).

    💠 Re-size the board display on web so there isn't two vertical scroll bars. Difficult to scroll left and right due to not being able to see horizontal scroll bar without scrolling page vertical bar.

    💠 Enable cards to be right-clicked and opened in a new tab, so users can quickly interact with a job/contact without leaving the Board.

    💠…

    3 votes

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  2. Separate Line Items on Estimate in Proposal

    When adding an estimate to a Proposal, the estimate line items are not separated by lines or bullet points on the Proposal. I would like to have it reflect within the Proposal the same way that it does on the estimate itself, with the lines between each item.

    2 votes

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  3. Fencing Template for Smart Estimates

    I would like a fencing template for smart estimates.

    1 vote

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  4. Delete Line Items Quicker

    When using a saved estimate template, I often need to 'x' off a lot of the line items. When I hit the 'x', I have to move off of the next line item and back onto it before the next 'x' appears. I know this is a small thing, but i'm often getting rid of a large number of line items in one go so being able to click the 'x' back-to-back would speed up my process!

    1 vote

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  5. Smart Estimate Template should be able to identify a specific Design Template

    Should be able to identify a specific Design Template for a Specific Smart Estimate. i.e. Shingled Roof Smart Estimate should be tied to the Shingled Roof Design template.

    1 vote

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  6. Limit access to the ability to "Approve an Estimate" and then "Edit an Approved Estimate".

    We would like to lock down the ability to Approve an Estimate and the ability edit an Approved estimate. Anyone can create an estimate , homeowners can acknowledge they approve of the estimate by signing off on it . But only management (once we have determined the job meets all the required specifications ie. all the paperwork contracts are fully and legally executed, all required local state addendums have been properly presented and signed off on, and the job meets minimum profitability requirements) can actually approve the estimate that is reported in Insights.

    1 vote

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  7. Optional sections

    The software we're transitioning from is a lot more basic than JobNimbus, but it already has this so it's disappointing that JobNimbus doesn't. Basically, have the customer be able to select what sections of the estimate they would like and this would determine their total estimate price (for good better best estimates for example or multi-trade estimates). Just have a checkbox for them to select by each section. This could easily allow upselling and cross selling without making the estimate a mess that then later has to be commented on by the customer, edited, and resent.

    23 votes

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  8. The "NOTES" section should be smaller than the rest of the estimate

    Currently the "NOTES" section is way bigger than the actual estimate information. It would be good if it was smaller.

    1 vote

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  9. Separating material, labor and markup costs and prices per section option.

    We typically send pricing for multiple scopes of work and when a job is completed and we're getting ready to pay our subcontractors we like to reference the initial estimate to see what we priced for true labor cost and we need to see it per section but right now the labor and material costs are for the entire estimate. An option to see the costs broken out per sections would be helpful.

    2 votes

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  10. Easy way to have same Product or Service but different units of measure

    Love having units of measure but JN (JobNimbus) doesn't seem to like when you search the same product or service more than once in the same estimate or Invoice.
    After selecting one Product (or service) I would like a way to quick add multiples but with different UofM

    1 vote

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  11. 8 votes

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  12. Automatic contact info update on transferred estimates. From one job to another.

    Automatic contact info update.
    There has been a few times I have created an estimate in the wrong file/job.

    What if... in this scenario... we could share the estimate to the CORRECT file and nimbus could automatically change the contact info and job at the top of the estimate?

    The other main reason this could be incredibly powerful... Often times we write estimates that are very similar, so instead of running through the entire template again top to bottom, clicking and removing the items that don't pertain, everything would already be set up and we could just change a few…

    1 vote

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  13. Additional Signatures on Fully Signed Estimates

    I would like the ability to add more signatures to an estimate that is already fully signed. For example, if I want to send it to a manager to get signed and approved first then send it to the customer to sign.

    1 vote

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  14. Cost and Markup - Hide as a function of Access Roles

    We're currently in the setup phase. Our executive level team loves the idea of being able to use the Slider feature to negotiate estimates. However, we would like to be able to do so WHILE hiding the product cost and initial markup on the internal side of the estimate, so that lower level employees do not have to see this information in order to be able to use the Slider while creating an estimate.

    Right now, if I disable mark-up tracking or if I remove cost from the internal estimate view - the Slider disappears and so do margin estimates.…

    9 votes

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  15. Clean up estimate section titles & description layout

    Please see the attached screenshots. Can the estimate section titles & description layout be cleaned up a bit?

    Ideally one would be able to just enter a long title and NOT have the text wrap down to multiple lines due to the container restrictions. If that is not possible, then can the container alignments of the section descriptions and line item descriptions at least be aligned?!

    The current alignments shown below are very sloppy. Thank you!

    5 votes

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  16. Estimates in Spanish

    I want to be able to create and send estimates in Spanish for my clients that don't speak English.

    1 vote

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  17. Send email with multiple attachments that can be signed

    Create email using a template then add an estimate and other documents that need to be signed. Currently 3 separate processes. Send an email, send an estimate with out the verbiage you need in body of email. The crest document and send that to be signed

    4 votes

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  18. Request for Enhanced Document Identification & Preview for Email Attachments

    I'm experiencing a challenge in differentiating between various documents (quotes, invoices, etc.) when attaching them to emails within your system. Currently, the only distinguishing factor is the estimate or invoice number, which doesn't allow us to easily associate documents with specific project details.

    To improve this process, I propose the following enhancements:

    1. Display the "Internal Note" Next to All Documents: This additional description would help users identify the correct documents for attachment more efficiently.

    2. Expandable Document Preview: Allowing users to click on a document's small image to see it in a larger format would provide visual confirmation of the content,…

    1 vote

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  19. Include Sunlight Financing on Estimates

    The option to include sunlight financing on the estimate template via like a checkbox or a button would be very useful. Especially if it can take the estimate total and provide the different financing options as a button on the estimate directly below the total.

    5 votes

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  20. Entered 0 for unit of measure on smart estimate and it added 1 unit to the estimate

    Entered 0 for unit of measure on smart estimate and it still added the line item to the estimate

    6 votes

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