General
650 results found
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Automation for when a payment is made in Quickbooks
There is currently an automation for when a payment is made in JN but it does not recognize it when that payment comes from QB first and then into JN.
2 votes -
2 votes
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Ability to convert NSE without signature
Currently has to have estimate signed in order to convert to invoice, but does not really work because people prefer physical signatures, so i have to create invoice manually.
11 votes -
Another Documents tab in the contact/job
Logo Blake wants to have another documents tab in the job/contact but one that has the ability to change visibility within access profiles. This is so they can have an everyone documents section and a limited documents section which is just keeping the documents safe.
2 votes -
Add a type of "Invoice" to Product type list.
Add a type of "Invoice" to Product type list.
2 votes -
Choose who can see a board
The ability to choose more than just yourself or all members to see a board. The ability to choose certain individuals to see a board.
2 votes -
Automation to send updated balance invoices after payment is received
The customer would like to have an automation to send client an updated invoice after a payment is received.
1 vote -
Manually change work order number
Logo wants to be able to change the work order number and make sure that he can change the number before the work order is fully created
4 votes -
2 votes
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Be able to flip through Documents Like Photos
If we could flip through documents the same way that we can with photos, that would be a huge time saver when i am building budgets and closing out jobs. I would save at least 5 minutes per job, which would save me about an hour per week.
1 vote -
Change the SumoQuote title page to display sales person info instead of general company info.
The customer wants the title page to reflect Sales Person info instead of the general company info currently displayed on the title page.
2 votes -
NSE toggling off estimate details page to remove good better best
When you toggle the estimate details page it should exclude the good better and best options from the preview and the end result of the estimate
1 vote -
Document time stamp
When a document gets uploaded to a contact or job seeing the date and time is needed.
3 votes -
Input fields in Documents
As a logo who does work with insurance work as well as residential work, I would like to be able to put custom input fields in the document builder, such as signature, date, and text, so that insurance claims can be digital, rather than having to sign with paper or use a program such as Docusign.
1 vote -
SQ - Adding an address field for the customers office on an invoice.
On an invoice within SumoQuote add the ability for the customer to display their office address on an invoice once it's been generated.
1 vote -
Automagic creating of invoices from signed quotes
Customer notes that it would be hugely beneficial if when the line item sync is enabled between SQ & JN, that when a signed quote is received into JobNimbus, that an invoice be automatically created
1 vote -
Remove Job Photo
We need the ability to remove the job photo after is has been set. It currently only allows you to change the photo to a different one.
1 vote -
Pertinent Documents on Job Details Page
There should be a spot on the Job Details page for certain documents to be placed. There should only be allowed one document at a time in this spot, and the document history should be accessible.
For example, a link to the Site Plan document should be prominent on the Job Details page. Just as the Contract and revision history is shown on the Job Details page. Our Site Plan will show roof access points, scope of work notes, issue areas, special notes from customer such as do not drive on this driveway, solar panel removal, o'hagin installation, etc.
These…
1 vote -
Logo wants Eagleview to go back to where they will not have to log in everytime to submit a report to JN.
Eagleview Login
4 votes -
Change "Estimate" to "Quote"
I want my quotes to reflect that they are not subject to change. "Estimate" implies that it could vary, and I know I can change the header/title on the estimate to be "Quote" but I need all instances of the word "Estimate" to become "Quote" like the "estimate total" at the end of the doc.
2 votes
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