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JobNimbus Feedback

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44 results found

  1. SQ Feature Request - Adding the ability to pass an estimate number through to QBO

    QBO has changed the way the invoice and they now require an estimate number. This logo has requested we add the ability to pass an estimate number from SumoQuote into QBO at the time of export.

    1 vote

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  2. 2 votes

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  3. Time Tracking on Mobile for Tasks

    Customer wants to have the ability to have the time tracking feature on the mobile app

    2 votes

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  4. Invoice Totals in Financials Tab

    I would like to be able to see the totals for all my invoices on a contact or a job when viewing them in the Financials tab like I can with the payments.

    1 vote

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  5. Upload through Google Docs

    Add the option to upload documents from Google Drive

    1 vote

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  6. Remove Product and Services Character Limit

    Currently there is a limit of 31 characters on the names of products and services. The request is to remove the 31 character limit, especially for accounts that don't have the QuickBooks sync enabled.

    1 vote

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  7. MO recognize taxes when created and converted into invoice

    When creating a MO from scratch without converting from an estimate. The taxes are included in the products and services however, do not populate in the Material order unless you create an estimate and convert to a Material order and then convert to an invoice.

    1 vote

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  8. Side Bar - Recent Activity

    It would be good to see recent activity, notes, and uploads in the side bar

    1 vote

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  9. Adding Budget Name

    Would like to be able to name budgets in addition to the number.

    1 vote

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  10. Customer Input Fields

    Proposal would be perfect if it included a section that allows the client to type in notes instead of having to have to use an additional 3rd party service. The same goes for the New Sales Experience.

    2 votes

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  11. 2 votes

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  12. Add Address Field to Contact Creation

    In Jobs V2, there is no option to add the address to the contact when creating a contact from the + at the top of the screen. This is causing users to have to edit the contact to add the address after it has been created and causing issues with syncing to SumoQuote.

    1 vote

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  13. Dynamic Form Options

    I would like to be able to create a form template that only shows certain sections when I have previously selected a specific option. For example, if I want someone to select a shingle type, I then want additional questions to appear based on that shingle type.

    1 vote

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  14. 2 votes

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  15. Status Change Activity Report

    I would like to be able to create a classic report that shows me specifically only status changes to contacts or jobs and not all contact modification activities.

    1 vote

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  16. EagleView/Hover - On the same line in settings

    It would be nice if I could merge or have multiple 3rd party apps all in the same menu instead of separate menus in settings

    2 votes

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  17. EagleView - Ability to choose what documents upload by default

    It would be good to have an option to choose what documents upload from EagleView to JobNimbus documents section. I don't need the Property Owner report or json file.

    2 votes

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  18. Delete Company Documents in Use

    Sometimes, company documents cannot be deleted if they are in any existing email threads. Need to be able to delete or hide them from the company documents regardless.

    2 votes

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  19. Angi's List

    Logo wants an integration with Angi's list so that contacts and information can port over into JobNimbus

    2 votes

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  20. Invoice payment terms

    Have the option for Net90 as a payment term for an invoice.

    1 vote

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