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

   59 votes

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   14 comments  ·  Contacts & Jobs » Fields  ·  Flag idea as inappropriate…Flag idea as inappropriate…  ·  Delete…  ·  Admin →

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   Started  ·  AdminLane Alo (Senior Product Manager, JobNimbus) responded

   We have started the design phase of this feature. We will reach out to individuals who have voted for this feature for feedback. 

   Rebeca Munton supported this idea  ·  Jul 5, 2022

2. Allow CC and BCC fields in emails

   84 votes

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   8 comments  ·  Communication » Email  ·  Flag idea as inappropriate…Flag idea as inappropriate…  ·  Delete…  ·  Admin →

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   Rebeca Munton supported this idea  ·  Jun 14, 2022

3. Ability to add attachments to email templates

   3 votes

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   0 comments  ·  Documents, Photos, Forms & Attachments  ·  Flag idea as inappropriate…Flag idea as inappropriate…  ·  Delete…  ·  Admin →

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   Rebeca Munton supported this idea  ·  Jun 9, 2022

4. Turn off pop up notifications from the Resource Center

   11 votes

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   0 comments  ·  General  ·  Flag idea as inappropriate…Flag idea as inappropriate…  ·  Delete…  ·  Admin →

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   Rebeca Munton supported this idea  ·  Jun 7, 2022

5. Make description field visible without having to press edit

   4 votes

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   1 comment  ·  Mobile  ·  Flag idea as inappropriate…Flag idea as inappropriate…  ·  Delete…  ·  Admin →

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   Rebeca Munton commented  ·  May 17, 2022  ·  Edit…  ·  Delete…

   The description box of the contact/job does not show up on the mobile app unless we click on "Edit", which can be very inconvenient.

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6. Make Form drafts visible to office

   8 votes

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   Viewed  ·  1 comment  ·  Documents, Photos, Forms & Attachments » Forms  ·  Flag idea as inappropriate…Flag idea as inappropriate…  ·  Delete…  ·  Admin →

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   Rebeca Munton supported this idea  ·  May 12, 2022

7. Allow us to edit forms that have already been submitted and delete old forms from jobs

   15 votes

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   1 comment  ·  Documents, Photos, Forms & Attachments » Documents  ·  Flag idea as inappropriate…Flag idea as inappropriate…  ·  Delete…  ·  Admin →

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   Rebeca Munton supported this idea  ·  May 12, 2022

8. Customizable Signature Line

   2 votes

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   0 comments  ·  Financials » Templates  ·  Flag idea as inappropriate…Flag idea as inappropriate…  ·  Delete…  ·  Admin →

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   Rebeca Munton shared this idea  ·  May 3, 2022

9. Want to be able to view other team members calendars on the app

   10 votes

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   Started  ·  1 comment  ·  Mobile » Web Functionality To Mobile  ·  Flag idea as inappropriate…Flag idea as inappropriate…  ·  Delete…  ·  Admin →

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   Rebeca Munton supported this idea  ·  May 3, 2022

10. Pin important Notes to top of activity

    50 votes

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    8 comments  ·  Contacts & Jobs » Activity & Notes  ·  Flag idea as inappropriate…Flag idea as inappropriate…  ·  Delete…  ·  Admin →

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    Viewed  ·  AdminJobNimbus (Product Manager, JobNimbus) responded

    Great idea! Thank you for your suggestion.

    The “Description” field on Contacts and Jobs is sometimes used as a “permanent note” that always stays at the top, but your idea will be great to have alongside that to make notes more dynamic and useful.

    Rebeca Munton supported this idea  ·  Mar 31, 2022

11. Remove material order number from template

    2 votes

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    0 comments  ·  Financials » Material Orders  ·  Flag idea as inappropriate…Flag idea as inappropriate…  ·  Delete…  ·  Admin →

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    Rebeca Munton shared this idea  ·  Mar 24, 2022

12. Alert for Alpha-Numeric Job ID

    2 votes

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    Viewed  ·  0 comments  ·  General  ·  Flag idea as inappropriate…Flag idea as inappropriate…  ·  Delete…  ·  Admin →

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    Rebeca Munton shared this idea  ·  Mar 24, 2022

13. ability to hide cc surcharge, when enabled to pass fees to customer with Global Payments

    8 votes

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    1 comment  ·  Integrations  ·  Flag idea as inappropriate…Flag idea as inappropriate…  ·  Delete…  ·  Admin →

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    Rebeca Munton supported this idea  ·  Mar 22, 2022

14. Change calendar color for subcontractors

    103 votes

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    Viewed  ·  11 comments  ·  Calendar & Tasks » Calendar  ·  Flag idea as inappropriate…Flag idea as inappropriate…  ·  Delete…  ·  Admin →

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    Rebeca Munton supported this idea  ·  Mar 11, 2022

15. Custom Payment Methods

    36 votes

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    5 comments  ·  Financials » Payments  ·  Flag idea as inappropriate…Flag idea as inappropriate…  ·  Delete…  ·  Admin →

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    Viewed  ·  AdminJobNimbus (Product Manager, JobNimbus) responded

    While we don’t currently have support for this on the JobNimbus side, if you’re using QuickBooks Desktop, you can add custom payment methods to QBD and then map them to existing ones in JobNimbus in order to have those sync properly.

    We’ll keep this on our list to address in a future update.

    Rebeca Munton supported this idea  ·  Feb 11, 2022

16. Automation Trigger to Change Sales Rep

    2 votes

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    0 comments  ·  Settings » Automation  ·  Flag idea as inappropriate…Flag idea as inappropriate…  ·  Delete…  ·  Admin →

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    Rebeca Munton shared this idea  ·  Feb 8, 2022

17. Recurring Tasks/Events In Calendar

    180 votes

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    Planned  ·  42 comments  ·  Calendar & Tasks » Calendar  ·  Flag idea as inappropriate…Flag idea as inappropriate…  ·  Delete…  ·  Admin →

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    Rebeca Munton supported this idea  ·  Feb 4, 2022

18. Invoices Reflecting Overpayment

    13 votes

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    0 comments  ·  Financials » Estimates & Invoices  ·  Flag idea as inappropriate…Flag idea as inappropriate…  ·  Delete…  ·  Admin →

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    Rebeca Munton shared this idea  ·  Feb 3, 2022

19. Budget Naming

    29 votes

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    Viewed  ·  2 comments  ·  Financials » Budgets & Job Costing  ·  Flag idea as inappropriate…Flag idea as inappropriate…  ·  Delete…  ·  Admin →

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    Rebeca Munton supported this idea  ·  Feb 2, 2022

20. Custom Report Filter for "Date Stage Changed"

    8 votes

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    1 comment  ·  Dashboard & Reports » Custom Reports  ·  Flag idea as inappropriate…Flag idea as inappropriate…  ·  Delete…  ·  Admin →

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    Rebeca Munton supported this idea  ·  Feb 1, 2022