General
475 results found
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Estimate Signed Status
Be able to manually change the signed status, so if printed and signed via paper the logo can change the signed status
2 votes -
Assign Required Forms to Specific Team Members
Ex. Customer wants field agents to complete a required checklist
1 vote -
Adjustable column widths on legacy estimates
This could likely apply to New Sales Experience as well
1 vote -
SQ Feature Request - Adding the ability to pass an estimate number through to QBO
QBO has changed the way the invoice and they now require an estimate number. This logo has requested we add the ability to pass an estimate number from SumoQuote into QBO at the time of export.
1 vote -
2 votes
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Invoice Totals in Financials Tab
I would like to be able to see the totals for all my invoices on a contact or a job when viewing them in the Financials tab like I can with the payments.
1 vote -
Upload through Google Docs
Add the option to upload documents from Google Drive
1 vote -
MO recognize taxes when created and converted into invoice
When creating a MO from scratch without converting from an estimate. The taxes are included in the products and services however, do not populate in the Material order unless you create an estimate and convert to a Material order and then convert to an invoice.
1 vote -
Side Bar - Recent Activity
It would be good to see recent activity, notes, and uploads in the side bar
1 vote -
Customer Input Fields
Proposal would be perfect if it included a section that allows the client to type in notes instead of having to have to use an additional 3rd party service. The same goes for the New Sales Experience.
2 votes -
Add Address Field to Contact Creation
In Jobs V2, there is no option to add the address to the contact when creating a contact from the + at the top of the screen. This is causing users to have to edit the contact to add the address after it has been created and causing issues with syncing to SumoQuote.
1 vote -
Dynamic Form Options
I would like to be able to create a form template that only shows certain sections when I have previously selected a specific option. For example, if I want someone to select a shingle type, I then want additional questions to appear based on that shingle type.
1 vote -
2 votes
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Status Change Activity Report
I would like to be able to create a classic report that shows me specifically only status changes to contacts or jobs and not all contact modification activities.
1 vote -
EagleView/Hover - On the same line in settings
It would be nice if I could merge or have multiple 3rd party apps all in the same menu instead of separate menus in settings
2 votes -
EagleView - Ability to choose what documents upload by default
It would be good to have an option to choose what documents upload from EagleView to JobNimbus documents section. I don't need the Property Owner report or json file.
2 votes -
Delete Company Documents in Use
Sometimes, company documents cannot be deleted if they are in any existing email threads. Need to be able to delete or hide them from the company documents regardless.
6 votes -
Angi's List
Logo wants an integration with Angi's list so that contacts and information can port over into JobNimbus
2 votes -
Invoice payment terms
Have the option for Net90 as a payment term for an invoice.
1 vote -
The capability to save reports from the Insights dashboard like you can in Classic Reports.
Saving Reports In Insights
3 votes
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