General
475 results found
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Bulk Work Orders
It would be really helpful to be able to download all work orders for a specific sub at one time. That way I could send the subs all the work orders for the upcoming week.
1 vote -
Job Linking
Would like to be able to link a job to another user. On the web, you can copy the URL and send it, but on mobile, there isn't a way to do that. So an option to generate a link that you can send to another team member would be helpful.
2 votes -
Convert Unsigned Estimates
Users would like the ability to convert SumoQuote estimates to Invoices, Material Orders and Work Orders regardless of the signature status; similar to the behavior that previous existed with Legacy Estimates?
9 votes -
Mobile - Adding job to contact option to link address
When adding a job to a contact via the mobile app bring back the function to link the contacts address rather than manually typing in the address or searching the address by the search feature.
1 vote -
Save Drafts and Preview Email
When creating emails, it would be nice to be able to save drafts and also be able to preview before sending.
1 vote -
Customize Built In Job Report on Jobs V2
In previous versions of JobNimbus, where contacts and jobs were available as menus in the top left corner, there was an option to look at the "list" view of the contacts or jobs.
The three dots in the top left corner allowed you to customize the built in report. Then you could add this built in report to the home dashboard.
Now in Jobs V2, there is only a Jobs menu. If I go to Jobs, then go to the top right corner, there is a contacts button that I can click on. This takes me to a list view…
1 vote -
1 vote
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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 -
Default payment method set on Invoices
Invoice should be able to have a default payment toggle.
1 vote -
Field users able to sync to Google Calendar
Logo wants their field users to have the capability to sync to Google Calendar.
2 votes -
Custom Reports With Any Data
Several types of custom reports can be created, but it would be nice to be able to generate reports that pull data types from the different reports all in one.
2 votes -
Please incorporate feedback ai so our JobNimbus issues can be more easily accessible.
Unwraped.ai and similar companies have ai that syncs with customer feedback, like this one, so our issues are actually heard and can get properly categorized. The system you have in place is outdated and not user friendly. I have
1 vote -
Ability to upload JobNimbus email Templates to NSE
Logo would like the ability to upload their email templates to the new sales experience from JobNimbus.
2 votes -
2 votes
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Locking Documents on Jobs/Contacts
Logo wants the ability to be able to lock a document on a job/contact so that it does not accidentally get sent outside the company.
1 vote -
Addition of "Internal Notes" to NSE quotes
Customer loves the internal notes functionality of legacy estimates and would greatly value the addition of this functionality to NSE quotes.
10 votes -
Remove signing link when BCC salesperson
Customer notes that for a lot of companies it's not a big deal but essentially when BCCing the salesperson (when sending a quote for signing) the signing link is also included to the sales person.. Customer notes that a shady sales person could then sign "for" the customer without their consent.
1 vote -
Able to use 2 measurement tokens for one product / service
Exact wording from the logo: "a request to be able to use the same product for two different measurement tokens"
Requested through this ticket: https://app.hubspot.com/contacts/3409122/record/0-5/2875966721/
1 vote -
New sales experience additional signer
Logo needs to be able to add an additional signer that is designated as a contractor so that legally they are not having their contractor co-sign the customers contract. Virginia is very strict with legality.
1 vote -
New Task Types to be Auto Selected to show in Calendar
Would like all newly created Task Types to be Auto-Selected in the Calendar. Would prefer to not have to go into the Calendar and click on that task type to show up every time he creates a new Task Type as this requires reaching out to all users to update their calendars every time a new Task Type is created.
2 votes
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