General
1061 results found
-
Send Sales Reps a Copy of the Estimate
Allow the ability to send the assigned sales rep a copy of the estimate if they are not the ones to send it out for signing.
1 vote -
1 vote
-
1 vote
-
Upcoming Custom Invoice Due Dates in Accounts Receivable
We would like the Insights Accounts Receivable report to display upcoming and overdue payment installments based on each payment date within a job’s invoice, rather than only the final payment due date. This would make it easier to track split or custom payment schedules, improving accuracy and record keeping.
2 votes -
Manual Profit Margin
Allow the ability to set a specific profit margin for all line items in an estimate. For example a 25% profit margin adds 25% to all items, not adjusting items to make a total 25%
1 vote -
1 vote
-
Restrict Access to Assist AI Settings
we need the ability to limit access of the assist ai settings to admins or specific users
2 votes -
1 vote
-
NSE breakdown in the Mobile App
Would like to have the same breakdown on the New Sales Experience estimate in the Quote Details Page on the app as well as the desktop.
3 votes -
Contact details drawer customization
Would like to see an option to collapse the contact details drawer upon opening a job
1 vote -
1 vote
-
Automation expanded conditions
Would like to see automations include more trigger conditions, i.e; job/task start date/time
1 vote -
1 vote
-
SQ Standalone - More than 3 Quote Options
I would like there to be more than 3 quote options for Quotes made in SumoQuote Standalone. Currently there can only be up to 3.
10 votes -
Manually set or update job Sold date
We would like the option to manually change the job's Sold stage date to fix inaccuracies in reporting or mistakes when a stage/status wasn't changed at the correct time.
1 vote -
Allow Lead Source on jobs to be edited through API calls or automations.
PLEASE let us set the lead source from tools like Zapier. JobNimbus has changed the way Lead Sources work and is now set up perfectly to where customers should be able to automatically set it.
P.S. - STOP MESSING WITH ALL OUR TRACKING METRICS!!
1 vote -
Double Enter ACH Information
When ACH payments are put in, and the customer put in incorrect account or routing information the return causes an enormous headache that has made people churn from JobNimbus Payments.
3 votes -
Specific EagleView Structures
Have the option to choose a specific structure from an EV report with multiple structure options.
1 vote -
Adding photo to contact when using Jobs
We would like to be able to add one photo to the contact even though we use jobs as our main stream for the progress. It lets us know that the Sales Rep has been out to the house and we use that as a place holder for the job before it is 'sold.'
1 vote -
add filter in classic reports that sorts by surcharge
Would be nice if we could filter job report to show how much surcharges were charged to the job
1 vote
- Don't see your idea?