Skip to content

JobNimbus Feedback

Have suggestions for how we can improve? Share them in the categories, or vote for the ideas you like best. We want to hear your feedback!

Please only include one suggestion per post. While we can't respond to every suggestion, we are committed to reviewing every suggestion individually.

General

446 results found

  1. Expired Links: Should not Resend Emails for Signed Estimates

    The new feature that resends estimates if the expired link is clicked on should be updated such that it does not resend if the estimate has been signed.

    8 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. Job Automation With Ability to Create a Parent Contact Condition.

    We need to be able to change the Type & Status of a parent contact ONLY IF the parent contact Type is ___.

    4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. Remove NSE Estimate resend when signed estimate is clicked in.

    We would like the ability to turn off this feature. We don't want our customers getting multiple emailed copies of their estimate after signature.

    5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. Convert Unsigned Estimates

    Users would like the ability to convert SumoQuote estimates to Invoices, Material Orders and Work Orders regardless of the signature status; similar to the behavior that previous existed with Legacy Estimates?

    8 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. Addition of "Internal Notes" to NSE quotes

    Customer loves the internal notes functionality of legacy estimates and would greatly value the addition of this functionality to NSE quotes.

    10 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. SumoQuote - CompanyCam Tags Visible

    You can add tags in CompanyCam, but there is no way to see those when selecting your photos via the integration. It would be great if those were displayed to make it easier to find the ones we marked in CompanyCam.

    4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. Contact Automation With Ability to Change Type, Not Just Status

    This is needed because it is not possible to create a job automation with a parent contact Type condition. My workaround was going to be to have the parent contact of the job change to a status that is a trigger status to change the contact type (so the use of both a job and a contact automation to accomplish what we need).

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. Ability to convert NSE without signature

    Currently has to have estimate signed in order to convert to invoice, but does not really work because people prefer physical signatures, so i have to create invoice manually.

    10 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. Estimate Details Page Notes Box Format

    Looking to have the estimate details page notes format at the bottom to go from left to right instead of right to left.

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. Additional Jobs V2 Fields

    I would like to be able to add more fields to Jobs v2 (like Start and End Date) on the creation page of a job.

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. Link Expiration Customization

    Ability to change the amount of time until an estimate link expires

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. Relate Work Order Activity to Contacts and Jobs

    Currently, work order activity such as text messages sent by automation triggered by the work order, does not show up under the contact or job. Even if the related box is checked. It would be great if this was included.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  13. Sort Products and Services by Location

    Based on the location of the product the customer wants to be able to sort them to see only each location for the products and services.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  14. NSE Ad Hoc Items on Mobile

    On Web, I can create Ad Hoc items (items that are not part of my Products & Services), however if I try this on Mobile, it ends up doing a search and indicating the item doesn't exist. I would like to be able to do these on mobile just like on web.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. Move next button to the right side

    At the moment, for SumoQuote and New Sales Experience, the next button while signing is on the bottom left instead of the bottom right, which can result in confusion.  It would make more sense on the bottom right, like most programs, since people read from left to right.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  16. Auto-Fill Addresses Later

    When adding in a job address, entering the zip code auto-fills city and state. However, if you save a job with no address info at all and then go to add it, the __-_ lines do not appear in the zip and it does not autofill the city and state when entered. Please add this so things are easier to update when needed.

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  17. SuperUser Access/ Impersonate Team Members

    It would be extremely helpful to larger companies if there was superuser-type access where someone could impersonate team members to assist with troubleshooting before having to reach out to support. This would allow IT personnel to separate user error from actual technical issues etc.

    5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  18. naturalForms Integration: Include All Template Fields

    We need the naturalForms integration to include all the Template Fields that can be put onto documents, like Estimate Amount, Estimate Number, etc.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  19. Wants the ability to sort a payments reports by payments not logged to an invoice.

    Ability to sort payment reports by type of payment, ie. Payment that is not logged to the invoice yet.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  20. Terminate Quote Links

    We want a way to terminate the quote links so that the quote becomes unviewable. Prices may change etc so we would like to have that control over old or outdated estimates.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
← Previous 1 3 4 5 22 23
  • Don't see your idea?

General

Categories

Feedback and Knowledge Base