General
971 results found
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API Endpoint to post users
Would like to have a solution that allows a user to be posted into the system
2 votes -
Related Jobs Column for Contact Report
on the classic reports, it would be great if the Contact report had an optional related jobs column.
2 votes -
HyperLink Custom Fields
Would like to be able to save hyperlinks in contact/job details such that they are clickable to open in a new tab.
2 votes -
Import Legacy Templates into NSE Even if Ad Hoc Items
Legacy Estimates can be imported into NSE, however if the template has line items that are not referencing Products & Services directly, it cannot import. It would be better if it worked regardless.
2 votes -
New Sales Experience Templates Auto-Save
I would like an auto-save function when editing templates. There was a glitch, and I lost over an hour of work.
3 votes -
Choose which phone number to call from
Ability to click call on a contact and then choose which number you want to call from.
3 votes -
Integrate with Buildertrend
SQ integration with Buildertrend
1 vote -
4 votes
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Statement Billing Option
Would love statement billing where there isn't any due dates on the invoice and would more resemble a draw. Will have a breakdown of the history where we can either add a due date or not when we do the first initial billing where the statement shows the breakdown of what they owe on the statement, and the invoice will just say what is due.
1 vote -
Document Signing In Person Option
Logo wants to have the document not send and email when they do the option to sign the document in person. The customer of the logo is getting an email to sign and then once they sign in person they get the signed copy of the document.
3 votes -
Default Assignee
Would love to be able to designate an assignee regardless of who is creating it or what other assignees are being added.
2 votes -
Warn About Unsaved Changes Before Leaving Budget
Currently, Budgets require manual saving but can be exited on accident. It would be great if there was a pop-up that would stop you from closing it on accident.
2 votes -
Budget Line Dates
We need to have dates for the lines on budgets so that we can tell when things are added to the budget and paid on.
2 votes -
Support for Encoded Special Characters
Within the estimates on the New Sales Experience we have been trying to list 1/3 as the single character ⅓, but it is not supported on the PDF view and just displays as a blank space. So "⅓ due at signing" in a description on the estimate becomes " due at signing" on the pdf. We would love to have encoded character support added to the pdf view as well.
2 votes -
SumoQuote Contact Export
It would be great if there was a way to export all of my contacts into a spreadsheet.
2 votes -
Bridge between forms and job details/Token
want to be able to use forms to autopopulate tokens for documents and job details
1 vote -
SQ Standalone - Hover Integration Sync 3D Model Visualizer Link
Whenever a Hover report is created, it also produces a 3D model of the house and it allows the customer to play around with color choices and different products. It creates a link to the 3D model which we copy and send to the customer. We would love a way to customize a page that will have the specific customer’s link to their 3D model. Or have this fill somehow from the sync.
3 votes -
Ability to create a specific Contact List by type within Jobs V2
Ability to create a specific Contact List by type within Jobs V2
2 votes -
JobNimbus Multi Factor Authentication as an Option
Would like our JobNimbus account to have more security options to protect our account such as Multi Factor Authentication.
1 vote -
Custom Payment Type
Besides the default payment options, It would be nice to be able to add custom payment options when adding in a payment in JobNimbus.
2 votes
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