JobNimbus Feedback

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  • Articles (0)
  • Ideas (74)

    1. Sales Pipeline Report - Filters and Graphs  ·  Viewed

    2. an undo option for the automatic switch the software did to all my past job data have the job location match the primary contact  ·  Declined

    3. New location settings that allow specific access profiles to see customers  ·  Viewed

    4. Improved Reporting  ·  Viewed

    5. Create More Restrictive Access Profile  ·  Viewed

    6. Notes and tags  ·  Completed

    7. more explanatory documentation (help)  ·  Completed

    8. Build Custom Summary Reports  ·  Viewed

    9. New Contact & Service Request Web Forms  ·  Completed

    10. Status display on Action Required

    11. Sync JobNimbus ID # to Quickbooks  ·  Viewed

    12. Custom Fields by Type (Contact, Job, WO)  ·  Viewed

    13. Collapse/Hide line items with zero quantity when saving, expand when editing  ·  Viewed

    14. Budget Quickbooks Sync with Material Orders

    15. Report Filter by a specific status date change or change job creation date manually  ·  Completed

    16. Option to make Built-In Fields Required/Mandatory (e.g. Lead Source)  ·  Viewed

    17. Sync subcontractors in JN to contractors/vendors in Quickbooks Online  ·  Viewed

    18. Select what Estimates are used in reporting

    19. Mapping tool that is useful...

    20. Print or Export Budgets  ·  Viewed

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