886 results found

1. Add when a user is active to SumoQuote API
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2. Longer New Sales Experience line items

   We like having longer line items sometimes, but we run into errors

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3. Contact Display name Include Contact job number as well

   We need the contact display name to include the four digit contact number to automatically populate aside it. This would make it more easily recognizable, It would be even better if the contact number showed up on the top of all documentation.

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4. Review Filter

   Review Management Funnel Email Automation: When a job is complete, rather than sending the customer a direct link to our google business page, I would like to set up a funnel that only directs 4 & 5 star reviews to Google and directs all lower reviews to a form where the customer can explain what went wrong which will then just be sent to our team internally to handle and not effect our Google reviews.
   A calendar that can be included on our website or other ad funnels that shows the available dates and times that a customer can book an inspection. This removes friction for the customer and streamlines the appointment setting process. This calendar would obviously need to be constantly to reflect our availability on our JobNimbus calendar"

   Review Management Funnel Email Automation: When a job is complete, rather than sending the customer a direct link to our google business page, I would like to set up a funnel that only directs 4 & 5 star reviews to Google and directs all lower reviews to a form where the customer can explain what went wrong which will then just be sent to our team internally to handle and not effect our Google reviews.
   A calendar that can be included on our website or other ad funnels that shows the available dates and times that a customer can book… more

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5. Ability to filter contact/jobs by documents
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6. adding cc on estimates

   the ability to CC users or other contacts when sending an estimate

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7. Ability to remove/edit tags that come up when adding a contact.
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8. The receiver of a document being able to insert comments
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9. 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.

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10. More measurement tokens from Hover

    Level and Sloped Frieze Board
    Opening Perimeter - Tops/Sides/Sill
    Level Starter

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11. Ability to name work orders rather than using numbers
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12. Invoice Line Item Lookup

    Currently, with NSE, estimate line items can be looked up within the Products & Services list based on either the name or the description. However, Invoices only have search functionality based on the product or service name. I would like this to be updated to match that of the newer estimates so I can search the same way on both records.

    2 votes

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13. Partial invoice

    Be able to turn off the ability to pay partially

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14. @ group mention

    having the option to create a group option for mentions

    6 votes

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15. Empty descriptions to remain empty

    Line items with no description are duplicating the item name. Requesting that this does not happen

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16. Outlook adds to main calendar like Google calendar
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17. View Company Photos on Web

    View all photos uploaded into JobNimbus

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18. Hyperlink to Jobs within Texts

    Logo asked how to include the link to the job in the appointment reminder texts they send to sales reps.

    2 votes

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19. Team Business Hours for Calendar

    Currently Setting the scope of our calendar is dependent on the Business Hours in the individual user profile. I would like the ability to set this for users or for my whole team. That way I can be sure everyone has the appropriate windows to view.

    4 votes

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20. Ability to add multiple email addresses for call forwarding
    6 votes

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