Sumo Stomp
We acquired SumoQuote! Learn more here
🏔️ Peak Performance 2024 is here. Get the report
Sumo Stomp
We acquired SumoQuote! Learn more here
🏔️ Peak Performance 2024 is here. Get the report

JobNimbus Feature Update: Insights Accounts Receivable Dashboard

accounts receivable papers and pen

Our latest JobNimbus Insights update has arrived!

Drill down on the data of your outstanding invoices and see how long payment has been overdue.

With this information, it’s easier than ever to identify your accounts receivable, so you can follow up and get paid.

bar graph on the JobNimbus Insights Accounts Receivable dashboard

To see how to work the Accounts Receivable Dashboard, check out our Accounts Receivable walkthrough guide.

Other Notable Updates

We’ve been grinding away to improve JobNimbus for all our users, both on the web and mobile. Here’s some of what we’ve been up to.

Enhancements
  • Proposals beta
  • Text to Pay
  • Insights Business Overview dashboard
  • Swipe to delete notifications
  • Associated Job/Contact names on each notification in the Notification Center
  • “Data last synced” message on Insights
  • Download Form response as PDF
  • Insights design updates
  • “Back” button on custom report builder
  • Task notification preview
  • Reply/all and forward emails from Notification Center
  • New email action buttons
  • Search bar added to mobile home screen
  • Clickable links under task details
  • Persisting filters on the job list between app sessions
  • Photos ordered by date taken
Fixes
  • We fixed Insights to not pull data from deleted Contacts/Jobs.
  • We fixed a bug where a sales rep would auto-assign on a Contact when the Contact’s status was changed.
  • We took care of the bug that prevented call notes from saving.
  • We resolved an issue causing photos to appear at the bottom of the screen when the sort order is set to recently taken first.
  • We discovered and fixed a bug impacting our Engage users. While composing a new message, the app sometimes crashed depending on the text entered.
  • We fixed an app freeze when editing contacts and jobs inside of the Boards screen.
  • We squashed a bug that would inaccurately modify a photo’s original date/time in EXIF data.
  • We demolished a bug that caused hidden custom work order fields to be displayed.
  • We fixed a bug where notifications settings weren’t opening properly.
  • We fixed a bug where the Boards filter button would appear in the wrong color in dark mode.

More Updates Coming Soon

We’re putting our all into making the best roofing software we can possibly make. And with thousands of contractors using our software, we’re confident JobNimbus can be the tool you need.

More exciting updates are coming soon, so stay tuned for details!

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