General
484 results found
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Auto logout feature
Would like JN to have an option to log out when the window is closed
1 vote -
Calendar Task Association
Would like the ability to have an assigned task autofill the team members assigned to a certain group so that I don't have to manually enter them into the task every time.
1 vote -
Ability to edit forms after saved
Customer requesting to have the ability to edit forms after they have already been saved. this is useful for change orders, work orders and many other reasons and would be a massive improvement on how forms currently functions.
3 votes -
2 votes
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2 votes
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2 votes
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Limit quantity decimal with supplier integration
If the quantity of an item on a material order (SRS) contains a decimal, the system does not automatically round that number up, and ultimately prevents the user from placing the material order. The pop-up notification given simply states, "There was an error submitting the order", this causes confusion and does not provide the reason or solution.
The Order Preview does list a Note which states, "This supplier only accepts quantities that are whole numbers. Any quantities that were not whole numbers have been rounded up to the nearest whole number." Again this would cause confusion as the user would…
2 votes -
Listen to Audio Files
Would like the ability to listen to Audio Files within JobNimbus
2 votes -
Credit Memos not Amount Paid
Currently, Credit Memos are counted against invoices as "Amount Paid" so when reports are exported the "Amount Paid" won't always match the sum of payments. It would be better if this could be either included or excluded by our choice.
2 votes -
Payment method on invoice
Add payment method on paid invoice so customers can have that on their record
1 vote -
Photo download
Wanting to download all photos compiled into a PDF
1 vote -
SumoQuote Emails sent from Sales Rep email
Right now when emails are sent out from SumoQuote they are all sent from the same email address, but they would like to all be sent from the same person
1 vote -
Search Bar Function for emails and phone with characters
It would be very helpful to our team if we had the ability to search for jobs/contacts by email and that we could copy and paste the phone number and not have to remove characters to get the job/contact to populate.
1 vote -
Payment Reports - Taxes Column/Filter
It would be good if payment reports had the column and/or filter for keep taxes separate
1 vote -
Material Orders QB Sync
Add ability for Material Orders to sync to QuickBooks
1 vote -
Job costing in work orders
Would like to have these 4 pieces of information on the work orders:
Total price
Revenue
Profit
Profit MarginIt's more convenient than in the estimate or the job costing feature.
1 vote -
1 vote
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Improved Search Function - Products and Services
Products and services search function doesn't always find the product. Would like the search function to be improved.
1 vote -
Edit Products and services catalog from within the estimate on the new platform
Add the ability to update products and services within the estimate. We make the same manual changes to line items all the time while writing estimates because we don't have the time to go open a new tab, go to the products and services catalog, find the line item, and edit it. It would be great if we could just check a box that says "permanently edit this line item" to change it in the catalog so it is always correct moving forward.
1 vote -
Refined Automation Options
More refined conditions and options for automations
1 vote
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