General
948 results found
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JobNimbus Marketing in Mobile App
I would like to be able to access the "Marketing" tab in the JobNimbus mobile app.
2 votes -
Add Recording Playback Options for Assist AI
When listening to Assist AI calls, I would like to be able to fast forward, skip, or have a slide bar to adjust what I'm listening to.
2 votes -
Add Email Address with Assist AI
I would like to be able to collect email addresses with the Assist AI agent and have those emails populate in the contact record.
2 votes -
Display Other Trades NSE
In SumoQuote, the cover pages have a section that you can edit to inform the customer of other trades you can help with. In the New Sales Experience, the cover page designs that can be chosen from display that data, but the system does not have anywhere to actually manipulate it. We would like this feature to be built within JobNimbus so that NSE reflects the functionality that the designs imply.
2 votes -
1 vote
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Insurance Restoration NSE
for insurance restoration companies
I would like to have a drop-down menu as an option for a line item
Example :
Line item : Malarkey legacy
Drop down menu: >desert sand color
I would like to create sections and drag line items already created in a section to the new sections
I would like to have the screen scroll when I get to the top or bottom while dragging a line item. Moving lots of line items is a real drag 🤓
I would like the option to turn off prices per item
example
Line item : roof per insurance…1 vote -
Add more Characters to Notes in Material Orders
Would like for the notes section to have the character limit extended so that we can add more characters. We put our stock material orders in there for the production team so they know what to bring from the warehouse in the mornings.
1 vote -
Wrap Text on Andriod App
Would like to have the option of wrap text for document titles when viewing on mobile app like the ios version
1 vote -
1 vote
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Custom Fields to populate recipient in emails
To have emails pull possible recipients from custom fields on Contacts and/or jobs
1 vote -
2 Calculations or more per product
Have 2 or more calculations per product since some products have more than 2 ways to calculate
1 vote -
1 vote
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Have an option to make appointments on the calendar instead of only having tasks
It would be helpful to have the ability to create appointments in JN instead of only creating a task. It helps to organize and read the calendar easier.
1 vote -
Change Total on NSE
Ability to change the totals on an NSE Estimate without having to adjust line items to accomplish it.
1 vote -
Add back ability to edit material order after being sent. (Not sending Material Order through integrated supplier)
Need to be able to edit material orders after being sent
6 votes -
Ability to delete or edit fields on a material order
I need the ability to go into an existing material order and edit the dates that it needs to be delivered, etc.
1 vote -
Edit Design Layout per Estimate created
I built out all of my templates in NSE with the design layout that I choose, and noticed after that my company name does not fully show up on the cover letter. I did a lot of work to have to go back in and change the template design only to have it change over the entire platform, changing the formatting to where I have to go back in and edit all of the templates again.
1 vote -
SQ- Hide "Select Date" on Work Orders material Page
Would like to have the materials page toggled on when sending a work order and have the option to toggle off the fields for "Select date" and "Select Time".
1 vote -
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
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