General
886 results found
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Photo download
Wanting to download all photos compiled into a PDF
2 votes -
SumoQuote Emails sent from Sales Rep email
Right now when emails are sent out from SumoQuote they are all sent from the same email address, but they would like to all be sent from the same person
1 vote -
Search Bar Function for emails and phone with characters
It would be very helpful to our team if we had the ability to search for jobs/contacts by email and that we could copy and paste the phone number and not have to remove characters to get the job/contact to populate.
1 vote -
Remove NSE Estimate resend when signed estimate is clicked in.
We would like the ability to turn off this feature. We don't want our customers getting multiple emailed copies of their estimate after signature.
7 votes -
Payment Reports - Taxes Column/Filter
It would be good if payment reports had the column and/or filter for keep taxes separate
1 vote -
Material Orders QB Sync
Add ability for Material Orders to sync to QuickBooks
1 vote -
Job costing in work orders
Would like to have these 4 pieces of information on the work orders:
Total price
Revenue
Profit
Profit MarginIt's more convenient than in the estimate or the job costing feature.
1 vote -
Autosave New Sales Experience Mobile Estimates
The functionality of saving working differently between New Sales Experience on mobile and desktop is different: it autosaves on desktop, but not on mobile. This can cause rather large losses of time for some estimates.
2 votes -
3 votes
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Improved Search Function - Products and Services
Products and services search function doesn't always find the product. Would like the search function to be improved.
1 vote -
Edit Products and services catalog from within the estimate on the new platform
Add the ability to update products and services within the estimate. We make the same manual changes to line items all the time while writing estimates because we don't have the time to go open a new tab, go to the products and services catalog, find the line item, and edit it. It would be great if we could just check a box that says "permanently edit this line item" to change it in the catalog so it is always correct moving forward.
1 vote -
Refined Automation Options
More refined conditions and options for automations
1 vote -
Estimate Details Page Notes Box Format
Looking to have the estimate details page notes format at the bottom to go from left to right instead of right to left.
3 votes -
Dedicated Email Tab and UI
A dedicated email view within JobNimbus, similar to the Engage tab, but for emails.
2 votes -
embed legend to invoice
Want to embed a legend inside the invoices so we do not have to add it manually each time.
1 vote -
Would like payment status for JN payments to show on the app
I would like the payment status to show on the app. I am generally on my phone and would like to see it there, not just the desktop.
1 vote -
Header and footer options.
update header and footer of estimates
1 vote -
Page numbers on the pages.
page numbers on docs
1 vote -
Automation JobNimbus Notifications
Ability to choose to send account notifications from an automation instead of just text messages and emails
1 vote -
1 vote
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