General
911 results found
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Exclude Sales Rep Assignments from SQ Project Search
In SumoQuote Standalone, when searching the project list for a name it currently includes results where the assigned sales rep has a matching name. This makes it tricky when searching for common names if they happen to be shared with a sales rep. It would be great if this could be made to exclude this, or at least to make it a toggle.
2 votes -
Bulk Edit Custom Fields
Bulk Edit Custom Fields - User trying to edit custom field called team lead based on sales rep groups
1 vote -
NSE breakdown in the Mobile App
Would like to have the same breakdown on the New Sales Experience estimate in the Quote Details Page on the app as well as the desktop.
1 vote -
Make the review and sign quote button more obvious
People miss the button, especially when there's a PDF attached by default in SumoQuote
1 vote -
1 vote
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2 votes
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Double Enter ACH Information
When ACH payments are put in, and the customer put in incorrect account or routing information the return causes an enormous headache that has made people churn from JobNimbus Payments.
3 votes -
Additional estimate options
Options for more than 3 estimate options per estimate (more than good, better and best)
2 votes -
1 vote
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Multi-Building Estimates in a Single Estimate
I’d like the ability to create a single estimate that includes multiple buildings (like a house and a garage) with separate sections the customer can view and optionally include in their bid. Currently, we use the "Good / Better / Best" format for upgrades, so it can’t be reused for building separation. Expanding the number of quote option pages or allowing a 4th or 5th option with the good/better/best would streamline our workflow and make the estimate clearer for the customer, without requiring separate estimates for both the separated garage and residential roof on the same job.
1 vote -
Automation Delineated by Document Type Signed
Run automations depending on what document type is signed. Use cases:
- Move status to "Signed" when "Contract" document type is fully signed.
- Alert Accounting
- Alert Sales rep with Zapier Automation
- Alert Sub with Make.com Automation
- Generate webhook for Zapier/Make/N8N when a change order is signed alerting all parties to halt and pivot.
- When Media Release is signed, Add call task for Rep to perform.
- When employee offer letter is signed, add them to JobNimbus, Google Workspace, Trainual with Zapier/Make/N8N
Right now, you can get a notification that a document is signed, but we can't automate around the document type or…
5 votes - Move status to "Signed" when "Contract" document type is fully signed.
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multiple estimate options
Would like to see the ability for more than 3 estimate options per doc
1 vote -
Ability to create a supplement associated with an existing insurance job/estimate.
Clearly delineate supplemental costs from the original estimate in job records.
Notes for justification (e.g., photos, insurance adjuster notes)
Tracking of approval status (e.g., pending, approved, denied)
Integration or export to insurance documents or PDF summaries
1 vote -
SumoQuote Invoices to Sync to QuickBooks
SumoQuote Invoices to Sync to QuickBooks
1 vote -
Estimate completely optional, only signing and upgrades
Want to send a special quote
1 vote -
1 vote
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Title of the job to populate in the email notifications to subcontractors.
Having so many emails from JN to the subcontractors with not context of what job they are looking into from their inbox is daunting. Would like the email description from the inbox to have some reference to the job so that subcontractors can more easily find a particular job they are working with.
1 vote -
Signature not required
We don't want to have a signature or the signing and upgrades page
1 vote -
1 vote
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Ability for Sales Team to Create QuickTexts
We would love for our sales team to be able to create Quick Texts from the job.
1 vote
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