General
873 results found
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Document Signing In Person Option
Logo wants to have the document not send and email when they do the option to sign the document in person. The customer of the logo is getting an email to sign and then once they sign in person they get the signed copy of the document.
3 votes -
New Job Experience - Work Orders
Are missing being able to add the Sales Rep and the Project Manager like you use to be able to. Would like this feature to be added back in.
1 vote -
Automatically send invoice
sending out when it reaches a certain status would be nice
2 votes -
Change Order in Standalons SQ
Would like the ability to build Change Orders in SQ.
4 votes -
Tax comes over from SumoQuote standalone
right now line items come over but tax does not
2 votes -
Automations
For mailing out reminder invoices would like to have the conditions be, as an example, Contact - Pending Payments AND Invoice - sent. That way if we have bigger jobs that we billing in stages don't get the automatic emails if both of these conditions are not true.
1 vote -
Auto populate jobs with related contact
there are certain vendors or contacts that they would like to see automatically associated upon the creation of a job or contact
1 vote -
Negative line items
The discount option isn't enough
1 vote -
RoofScope Measurement Upload
Please add support for uploading RoofScope measurements into JobNimbus
2 votes -
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.
15 votes -
1 vote
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1 vote
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QuickBooks fees handled differently
The current process for fee reconciliation with JobNimbus Payments and QuickBooks is very time consuming
3 votes -
Get payments immediately
Would be nice to get them even earlier, even within 24 hours instead of the next business day. Jobr had a feature where they could pay a %1 fee to get it immediately, so maybe something like that.
3 votes -
deposits and financing
the ability to show financing options for an assumed deposit. Example being a 30k quote with a 10k deposit, the ability to show what the remaining 20k would be financed
1 vote -
Static timezone on mobile
When a mobile phone goes to multiple states it can be hard to keep time zones straight
1 vote -
Marking estimates as signed.
Would like to have the option to limit who can mark estimates as signed without taking away access to create and edit estimates access
1 vote -
Make dropdowns easy
they are too easy to mouse off of and mess up
2 votes -
Download and Share all Photos
Cannot share multiple photos, cannot share "all" button. We have a very strict process, and send the customer an email with the inspection photos before we leave the home. Please have a select all button where we can send a link with all the photos. All other CRM's have where it will download the photos in a link.
1 vote -
Ability to save templates for profit tracker
Get request for the ability to save a profit tracker template that would allow different commissions, salesperson, plan cost settings to all be saved on a template, so it doesn't have to be entered in every single time.
2 votes
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