General
965 results found
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make work orders work without being assigned to job and just work order
Just to make the work orders (when they are assigned to someone that is not assigned to the job) work instead of getting the weird error that lets you search and select it, but won't let you open it
1 vote -
1 vote
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The profit tracker should include commissions as a cost
We need to be able to make commission count as a cost to the job instead of being separate. The commission should be counted as a cost, same as work orders and materials. Since it’s an actual payout, it needs to be deducted so the actual profit reflects the true net. If commissions aren’t included as a cost, the profit showing is overstated.
1 vote -
Be able to restrict access to assist ai settings
we need the ability to limit access of the assist ai settings to admins or specific users
1 vote -
Integrate affirm and other buy now pay later into the Estimates
have full payment options appear in the estimate like affirm, afterpay, paypal financing or acorn instead of just sun financial
1 vote -
1 vote
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SumoQuote ability to merge projects
We want to be able to merge projects so they link to hubspot
1 vote -
Make related contact pinned to top of side bar on V3
It is a bit frustrating to have to scroll down on the side bar (under the new photo) to find related contact. Would be nice to be able to re-arrange the order of the tiles on the right
2 votes -
Make contact info text easier to read V3
Contact text at the top of the new experience is hard to read at times as they are all hyperlinks.
2 votes -
2 votes
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1 vote
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1 vote
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Invoices Trackable for Subcontractors
The ability to track invoices for payments to subcontractors within the financials tab.
1 vote -
Modify the reporting week in Insights
We noticed that the reporting week in Insights runs from Sunday through Saturday work week, or reporting week is Monday through Sunday. We would like a way to change that in Insights.
1 vote -
Smarter Signatures
If I have two or more different parties that need to sign, one shouldn't have to wait for the first to sign before they get prompted to sign. The sign now feature should allow for selecting who is signing instead of forcing the order as well.
2 votes -
Auto Populate Zip Code in Job/Contact fields
Auto Populate Zip Code in Job/Contact fields
1 vote -
1 vote
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Create recurring events on JobNimbus Calendar
Would like the ability to create recurring events in the JobNimbus calendar without having the Google Calendar Sync.
1 vote -
Ability to Create a Proposal without an Estimate
Would like to be able to create a proposal like an inspection page - be able to make one without generating a pdf
1 vote -
payment automation option to include percentages not just amounts
When adding a payment to an account, I want an automation trigger that will go off of how much of the invoice/estimate was paid. For example, we do 50% deposits regularly so it would be nice to be able to trigger an automation off of that.
1 vote
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