General
488 results found
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Option to exclude jobs from email automations
Tina notes that the email automations are great, but there are situations when a job/contact should be excluded, and would like to see a toggle or check box to omit a job/contact from the email automations
2 votes -
Multiple selection of options for the Contact/Job Fields
If the Contact/Job Fields had the ability of selecting multiple options, instead of only one, this would be useful to reporting on the multiple variables for the project's management.
1 vote -
Support Vector Images for Logos
Logos are not scaling nicely, would be handy to support vector image files so customers are always presented in the best possible manner.
2 votes -
SumoQuote - Require Product Selections
In SumoQuote, the Product Selections on the Authorizations page should be able to be required. That way the homeowner has actually to make the selection when they sign. Otherwise, a signed quote might be missing key information required to order materials.
2 votes -
invoice regardless if signed
Want to have the ability to create an invoice from an estimate without being signed. For elderly who like pen and paper its a hassle recreating the invoice from scratch
1 vote -
Payment Options - Add Payment Types e.g. Venmo, CashApp, Crypto etc
When having to go back on a payment, we need to know exactly how it was paid. I'm putting credit card on my Venmo and CashApp payments and when having to go back to find this payment for some reason, I'm going to my credit card transactions and not finding them because they aren't properly marked.
1 vote -
Email templates in NSE
The formatting of these email templates seems geared towards a mobile experience. Customer notes that the text seems to only consume about a 1/3 of a page when viewed on a desktop. Customer would like to either have these templates consume the entire page (instead of just the center 1/3) OR to have a toggle switch to "optimize for mobile or desktop" experiences.
1 vote -
2 votes
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NSE estimate settings/estimate detail page to include unit of measure column
In NSE the ability to add a column via the estimate settings to add a column to the estimate details page to include the unit of measurement for a product.
3 votes -
Autopopulate secondary email address on compose
Would like the secondary email address for a contact to populate when composing a new email for the contact.
1 vote -
Job Subcategorization
Would like to subcategorize jobs by construction team.
1 vote -
Multi-day tasks
Multi-day tasks rather than just a date range.
1 vote -
1 vote
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Export Budget as PDF
Ability to export a budget as a PDF
1 vote -
Custom Notification Titles
Would like to be able to customize the notifications that JobNimbus sends to your email.
1 vote -
New Invoice Experience - Option to edit line item descriptions
In the new invoice experience, it would be nice to be able to edit the line item descriptions from that page instead of having to go to settings, then products and services.
1 vote -
Map route
pull up a map of todays route: a way to look at a single assigned to salesperson's route and filter by the day. Sometimes we have 10 inspections in one day and it would be very nice to be able to see them on a map to plot it.
1 vote -
Add additional status' for estimates
Have the option of adding additional status' for job estimates
1 vote -
Add Photos To Line Items in NSE
It would be nice to be able to include photos on the line items in Estimate Details. Also would be good to have editable headers/footers on estimate pages so they can be branded, numbered, etc
3 votes -
3 votes
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