General
138 results found
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Sign Off on Color
Want to have estimates show color options to the homeowner so they can sign off on their choice.
2 votes -
Lock Paid Commissions in Budgets
If a commission is marked as a percentage of Gross and also paid, and then the gross value changes, it alters the amount of the payment. This needs to be lockable. So the amount paid does not change. Probably need to list another field or something to illustrate that the amount paid is not the percentage indicated. But the paid commissions need to not change unless manually changed.
2 votes -
1 vote
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2 votes
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Parent Record Address on Work Order Cards
On Boards, work order cards can be edited to show the parent record display name. However, they do not have the parent record address. Need to be able to display the address of the contact/job on the work order board cards so that we can easily organize.
2 votes -
Add indication that photos are already on the estimates
Add something to indicate that photos and docs have already been added to an estimate, such as greying out the ones that are already on the estimate
1 vote -
Google Calendar Sync on iPad
With field users becoming mobile only, we need a way for them to enable the Google Calendar Sync. The existing method depends on going into Profile from the Web Version of JobNimbus
2 votes -
1 vote
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Default Job Name Format
Add option to create a default format for display names such as "[Job Number]-[Customer Name]" such as "123 John Smith".
1 vote -
Salesperson Activity Visibility
Nice to have a view of sales person activity based on recent documents added, notes or w/e else the sales person does and get an overview on. Customer would like to be able to pull a report that can show "SalesPerson 1 did _____" on a granular or quick glance level.
1 vote -
2 votes
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1 vote
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2 votes
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Tax Exempt for Contacts/Jobs
Would like the ability to mark contacts/jobs as Tax Exempt in JobNimbus such that it can sync to QuickBooks.
2 votes -
Organize Calendar for Multiple Individuals
Instead of seeing the task, work order, or material order multiple times on the calendar, I would like to only see it one time when I have multiple people selected.
1 vote -
Select All for Team Member View on Calendar
I would like the ability to select and deselect all team members on the calendar (also subcontractors) like I can with tasks
1 vote -
NSE estimate settings/estimate detail page to include unit of measure column
In NSE the ability to add a column via the estimate settings to add a column to the estimate details page to include the unit of measurement for a product.
1 vote -
1 vote
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SQ - Being able to set the default tab between "Shared" and "My" sections throughout SumoQuote
Include the ability for customer to select a default tab between "Shared" and "My" tabs so SumoQuote will always default to that selected tab.
1 vote -
Markup TOTAL (not percent) in classic reports
The markup column in invoice reports currently gives a percentage, not a total dollars amount. at the moment the best workaround is to export the report and run a calculation
1 vote
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