General
968 results found
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Add More customization to the Job Information
Add More customization to the job information. This would help to be able to have fields listed under the job information. Being able to select where the fields show on the job and under the information would be helpful.
1 vote -
1 vote
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Having separate measurement token for multiple buildings within the same job to allow for multiple quotes within one estimate for different
Having separate measurement token for multiple buildings within the same job to allow for multiple quotes within one estimate for different projects.
1 vote -
Tax comes over from SumoQuote standalone
right now line items come over but tax does not
2 votes -
Able to manually send the SumoQuote quote sent webhook
For instances where the Webhook doesn't trigger automatically
1 vote -
Remove years from financing
We give a line of credit and can't have any years there
1 vote -
1 vote
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RoofScope Measurement Upload
Please add support for uploading RoofScope measurements into JobNimbus
2 votes -
Separate Labor & Material Cost permissions on Work Orders
Currently, work orders display both labor and material costs together. Users need the ability to show subcontractors only the labor cost without revealing material costs. Adding an option to separate these fields would improve flexibility in cost transparency.
1 vote -
Add more than one image to the Title Page in SumoQuote
Would like the ability to add more than one photo with a logo in SumoQuote.
9 votes -
Make dropdowns easy
they are too easy to mouse off of and mess up
2 votes -
Automatic Job synopsis
If you open up an old job downloading all the documents, (getting rid of the photos), and reading through everything can take a few hours. We would like to have the job automatically show the scope of work based off those documents
1 vote -
apple pencil support
would like the ability to log notes with apple pencil, as well as annotate photos and capture signatures
1 vote -
Task Assignments to Estimators/Custom Fields
We have a custom field for jobs that lists the team member who is the estimator. It would be great if tasks could be assigned to that field. For creating a task the assignee field could have that option instead of just the literal names. Especially for automations. That would allow us to auto assign the task to them as well as to other role types that we create that way. Or if there could be another way to mark and auto-assign estimators and other roles like sales reps. "Sales rep" is an option on automations that create tasks, but…
3 votes -
Add hyperlink to the "Inspection Section" in the app for NSE
Would like the ability to have the hyper-link option in the app version of the inspection section in New Sales Experience.
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.
4 votes -
Automation to assign Job
Ability to create an automation that will assign a specific team member to a job when the status is modified.
4 votes -
NSE Email Activity Parity
Currently NSE related emails do not show in the activity feed. The open/click notifications are via email but also do not appear in the activity feed. Replies to that email seem to just disappear. This needs to work like all the other emails do. Activity in the activity feed included sent, replies, delivery status, etc.
2 votes -
2 votes
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Feedback - Task Reminders
One of the things I'd like my staff to do, especially sales and admin, is continually follow up with our clients. I'd like to request an easier way to set reminder tasks for users. I don't know exactly what or how yet but the creating tasks is several steps and cumbersome.
I would suggest looking at Pipedrive software features for this and see if JN can integrate some of those methodologies. It is very action focused software that doesn't allow you to forget jobs/clients/activites
2 votes
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