JobNimbus Feedback

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Jim Cappelleri

My feedback

  1. 8 votes
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    1 comment  ·  Financials » Templates  ·  Flag idea as inappropriate…  ·  Admin →

    If you’re in the field, you can already get estimates signed using the 2.0 version of our mobile app. No setup is required, just open the estimate PDF from the app and use the option to “Add Signature”.

    You can get a signature on estimates using our Document Builder, but it’s an old system and will be replaced when we get a better signature system built into the web platform. Stay tuned for that!

  2. 11 votes
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    4 comments  ·  Financials » Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →
    Jim Cappelleri supported this idea  · 
  3. 49 votes
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    7 comments  ·  Financials » Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →
    Jim Cappelleri supported this idea  · 
  4. 4 votes
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    0 comments  ·  Financials » Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
    Jim Cappelleri shared this idea  · 
  5. 14 votes
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    Viewed  ·  0 comments  ·  Financials » Work Orders  ·  Flag idea as inappropriate…  ·  Admin →
    Jim Cappelleri supported this idea  · 
  6. 2 votes
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    0 comments  ·  Integrations » Zapier  ·  Flag idea as inappropriate…  ·  Admin →
    Jim Cappelleri supported this idea  · 
  7. 37 votes
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    10 comments  ·  Integrations » Measurement & Estimates  ·  Flag idea as inappropriate…  ·  Admin →
    Gathering Feedback  ·  Josh responded

    Hello! Reviewing our open integration requests within UserVoice, and I wanted to source some feedback regarding this idea. What are your thoughts on how an integration like this would function? How would you want to see data from Xactimate flow into JobNimbus? Your thoughts are always greatly appreciated!

    Jim Cappelleri commented  · 

    I would see this as something that would go into the estimate section of Job Nimbus. Other systems either bring each line items from xactimate or in sections of the estimate ie Roofing, Demo etc. They do this generally by importing the pdf and converting into a budget

    Jim Cappelleri supported this idea  · 
  8. 7 votes
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    Viewed  ·  1 comment  ·  Integrations » Forms  ·  Flag idea as inappropriate…  ·  Admin →
    Jim Cappelleri supported this idea  · 
  9. 13 votes
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    0 comments  ·  Integrations » Bookkeeping  ·  Flag idea as inappropriate…  ·  Admin →

    We apologize that this wasn’t clear and that this is causing you more work. Definitely not something we want to do!

    We have plans to update the estimating and budget systems to help you cost out your jobs better, that will help.

    We’ll let you know when that becomes available!

    Jim Cappelleri supported this idea  · 
  10. 14 votes
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    Viewed  ·  1 comment  ·  Integrations » Measurement & Estimates  ·  Flag idea as inappropriate…  ·  Admin →
    Jim Cappelleri supported this idea  · 
  11. 27 votes
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    Viewed  ·  2 comments  ·  Integrations » Zapier  ·  Flag idea as inappropriate…  ·  Admin →
    Jim Cappelleri supported this idea  · 
  12. 2 votes
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    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
    Jim Cappelleri supported this idea  · 
  13. 2 votes
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    0 comments  ·  Integrations » Leads  ·  Flag idea as inappropriate…  ·  Admin →
    Jim Cappelleri supported this idea  · 
  14. 3 votes
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    Viewed  ·  1 comment  ·  Integrations » Measurement & Estimates  ·  Flag idea as inappropriate…  ·  Admin →
    Jim Cappelleri supported this idea  · 
  15. 4 votes
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    2 comments  ·  Settings » Automation  ·  Flag idea as inappropriate…  ·  Admin →
    Jim Cappelleri supported this idea  · 
    Jim Cappelleri commented  · 

    It would be nice to automate a customer task to trigger a work order status so that you continue the process once a task is completed

  16. 17 votes
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    Viewed  ·  4 comments  ·  Financials » Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
    Jim Cappelleri commented  · 

    It seems to me that if you want to have people in field know if we have a down payment, they would need to see if a customer makes a payment when we have not recognized revenue yet

    Jim Cappelleri supported this idea  · 
  17. 3 votes
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    0 comments  ·  Integrations » Bookkeeping  ·  Flag idea as inappropriate…  ·  Admin →
    Jim Cappelleri supported this idea  · 
  18. 1 vote
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    0 comments  ·  Settings » Automation  ·  Flag idea as inappropriate…  ·  Admin →
    Jim Cappelleri shared this idea  · 
  19. 1 vote
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    0 comments  ·  Mobile » Integrations  ·  Flag idea as inappropriate…  ·  Admin →
    Jim Cappelleri shared this idea  · 
  20. 2 votes
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    0 comments  ·  Mobile » Integrations  ·  Flag idea as inappropriate…  ·  Admin →
    Jim Cappelleri shared this idea  · 
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