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Anthony

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23 results found

  1. 4 votes

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    1 comment  ·  General  ·  Admin →
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    Anthony commented  · 

    Currently, Color selection in the Product Selections are not required or able to be set as required. It would be great if this could be set up so the customer could not proceed without it.

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  2. 35 votes

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    Viewed  ·  8 comments  ·  Integrations » Bookkeeping  ·  Admin →
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    Anthony commented  · 

    We would like the ability to sync the JN Job ID as the QB Project ID this would greatly improve tracking of the data.

  3. 2 votes

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    0 comments  ·  General  ·  Admin →
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  4. 17 votes

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    2 comments  ·  Settings  ·  Admin →
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  5. 8 votes

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    Anthony commented  · 

    Currently, with NSE, estimate line items can be looked up within the Products & Services list based on *either* the name or the description. However, Invoices only have search functionality based on the product or service name. I would like this to be updated to match that of the newer estimates so I can search the same way on both records.

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  6. 30 votes

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    Anthony commented  · 

    It would be great if the NSE estimates could have page numbering enabled to add numbers automatically.

  7. 200 votes

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    Viewed  ·  51 comments  ·  Communication » Email  ·  Admin →
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    Anthony commented  · 

    Currently, every email runs through our company's JobNimbusMail address. We would love to have individual email add

  8. 5 votes

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  9. 2 votes

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    0 comments  ·  General  ·  Admin →
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    Anthony shared this idea  · 
  10. 24 votes

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    Anthony commented  · 

    Currently, fully signed Estimates can be converted to Budgets, but a drafted estimate cannot. This makes it hard if signatures are handled a different way or if the budget is needed before the homeowner gets around to signing. It would be better if we could convert an estimate regardless of the signing status.

  11. 25 votes

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    Anthony commented  · 

    Allow the ability to change the default contact fields. Remove Fax. Change the phone numbers to 1, 2, 3, etc, and also make all the phone fields work with Engage.

  12. 5 votes

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    Anthony commented  · 

    Would like the ability to hide the material order number on the pdf of a material order.

  13. 7 votes

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    Anthony commented  · 

    Contact and Job fields can be inserted into manual emails. It would be great if this worked for work order fields also.

  14. 4 votes

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    Anthony commented  · 

    It would be nice to be able to limit which users can make edits to the assignees of a contact or job.

  15. 11 votes

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    Anthony commented  · 

    With phase two of the Sumo Quote embedded experience, we lost the option to change the secondary colors on our estimates. But it defaults to a blue color. As the fix for that is unknown, please change the default color to something neutral like gray.

  16. 13 votes

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    Anthony commented  · 

    The ability to download forms on a mobile device.

  17. 20 votes

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    Viewed  ·  6 comments  ·  Mobile  ·  Admin →
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    Anthony commented  · 

    The ability to add a contact in JobNimbus and just select from my contacts list on my mobile device. I often input the name, phone, email into my phone contacts list, so being able to select from my contacts list would be great and reduce redundancy.

  18. 2 votes

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    Anthony shared this idea  · 
  19. 3 votes

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    Anthony commented  · 

    I want the ability to text a work order. This would be very helpful when trying to get updates to the team in the field, or when I have new work for them to do that same day.

  20. 12 votes

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    Anthony commented  · 

    When I create a new job, it automatically pulls the contact's address into the job's name. I would like the option to toggle address or name as the job name.

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    Anthony commented  · 

    I would like to have the option to automatically include the job ID as part of the job name. This would make it easier to search in JobNimbus and also in QuickBooks after syncing.

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