General
475 results found
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Labor Minimums with Calculations to Achieve said mins.
Dana would like to ensure that a minimum labor charge is reached on every estimate. She doesn't want to just put $200 labor on the layout, but rather a means to calculate "if the estimate doesn't reach a min threshold for the labor, to then bump up the labor (round up) to a predefined number/min"
She also notes having a labor slider, similar to the margin slider would be beneficial
1 vote -
Bulk removal of line items
Customer would like to see the option to remove line items in bulk - ESPECIALLY FOR NSE - as using the layout/template library imports a ton of line items with no labor/material pricing - customer would like a means to remove those from the product and services screen in bulk.
2 votes -
Have Lock/Toggle for creating new line items (NSE)
Dana would like to see a lock/toggle for creating new line items (just like in legacy estimating) as she doesn't want the salespeople to make a ton of line items (duplicates etc...)
1 vote -
Option for Margins to change depending on location / area
Dana notes that in some areas, their material/labor margins are different than the presets they've established in the system, and would like the option to set/apply different margins to line items depending on location
1 vote -
Appointments Scheduled - Percentage Report
It would be nice to have a report either in insights or classic reports that shows how many appointments were scheduled but didn't turn into a sale. A percentage would be ideal.
For example, say of 100 leads for a week, month, or year, 25 of those turn into scheduled appointments, but never go to a sold stage, it would be nice to have a report that show the percentage amount of those that had appointments.
3 votes -
Create Email Groups for employees
Send emails to groups created in JobNimbus
3 votes -
Time Stamps when notes are edited
Tracking changes made to notes
1 vote -
Material and Labor Cost Totals *after* Markup
Legacy Estimate totals currently show Material Cost, Labor Cost, The total cost, the markup percent and amount, then the subtotal of all of that together. For visibility, we need to have the Total Material Cost after markup as well as the Total Labor Cost after markup. It could just go above the subtotal.
2 votes -
Legacy Estimate Taxes Should Match Invoices
It was recently changed so that taxes on invoices can be handled at the invoice level, but legacy estimates are still just by line item. It should be possible to make the function match between the two. Either make legacy estimates work like invoices or make it so they can be toggled.
2 votes -
Convert Estimates to Budgets Before Signing
Currently, fully signed Estimates can be converted to Budgets, but a drafted estimate cannot. This makes it hard if signatures are handled a different way or if the budget is needed before the homeowner gets around to signing. It would be better if we could convert an estimate regardless of the signing status.
3 votes -
Able to change the due date for estimates in SumoQuote
30 days is currently the default for estimates, but, in the logo's words: "If we let them sit on an offer for more than 24 hours, in tile, that makes them shop around, so this is mission critical"
1 vote -
Save Button Icon
Throughout various menus in JobNimbus (Profile Settings is one example) a "+" icon is used on the save button. This makes sense in some areas but is less intuitive in other areas like settings. Although it's a minor detail, it may help Logos subconsciously to have a checkmark, floppy disk, etc. icon on the save button.
1 vote -
Pulling data from totals in insights brings up underlying data
When pulling excel reports from boxes in insights (for example "This Year: Sold") it only pulls the single number, not the underlying data. We would like the underlying data too.
1 vote -
Option to exclude jobs from email automations
Tina notes that the email automations are great, but there are situations when a job/contact should be excluded, and would like to see a toggle or check box to omit a job/contact from the email automations
2 votes -
Support Vector Images for Logos
Logos are not scaling nicely, would be handy to support vector image files so customers are always presented in the best possible manner.
2 votes -
SumoQuote - Require Product Selections
In SumoQuote, the Product Selections on the Authorizations page should be able to be required. That way the homeowner has actually to make the selection when they sign. Otherwise, a signed quote might be missing key information required to order materials.
2 votes -
PDF delete/ Edit dots in NSE
NSE PDF page has the edit dots to far away from the actual PDF's. Please place it closer.
1 vote -
2 votes
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Offer tiered subscription options
Provide tiered subscription options for smaller companies that would prefer to use a basic functionality of the CRM without the additional updates/upgrades that are weatherguardkeri@icloud.combeing made.
1 vote -
Just showing the Quote subtotal to customer in New Sales Experience
Logo would like to hide the taxable subtotal, HST and the total from the customer in NSE
1 vote
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