Anthony
My feedback
23 results found
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4 votes
An error occurred while saving the comment -
35 votes
An error occurred while saving the comment We would like the ability to sync the JN Job ID as the QB Project ID this would greatly improve tracking of the data.
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2 votes
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17 votes
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8 votes
An error occurred while saving the comment 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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30 votes
An error occurred while saving the comment It would be great if the NSE estimates could have page numbering enabled to add numbers automatically.
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200 votes
An error occurred while saving the comment Currently, every email runs through our company's JobNimbusMail address. We would love to have individual email add
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5 votes
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2 votes
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24 votes
An error occurred while saving the comment 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.
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25 votes
An error occurred while saving the comment 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.
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5 votes
An error occurred while saving the comment Would like the ability to hide the material order number on the pdf of a material order.
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7 votes
An error occurred while saving the comment Contact and Job fields can be inserted into manual emails. It would be great if this worked for work order fields also.
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4 votes
An error occurred while saving the comment It would be nice to be able to limit which users can make edits to the assignees of a contact or job.
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11 votes
An error occurred while saving the comment 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.
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13 votes
An error occurred while saving the comment The ability to download forms on a mobile device.
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20 votes
An error occurred while saving the comment 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.
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2 votes
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3 votes
An error occurred while saving the comment 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.
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12 votes
An error occurred while saving the comment 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.
An error occurred while saving the comment 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.
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.