General
966 results found
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Amount collected in Budgets reporting
Logo would like to include payment collected with the budget classic reporting. Mentioned that he doesn't invoice all customers through JobNimbus and forgets to create invoices for jobs that are paid outside of JN. Would like to see this consolidated with his profit and sales rep data in the budgeting reports
1 vote -
Master List for Projects or Company
We would like a list of multiple people, their title, name, number and email for a project / company. When we look it up on the phone, we only have one number and it goes to the home office When we’re trying to call the superintendent, and we don’t have his name or title. We just call a number that pops up; then a secretary answers, we don’t know her name, she doesn't know what we’re talking about, and we look stupid.
2 votes -
1 vote
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2 votes
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Ability to hover over boards list
When editing Boards list, the names get covered up unless your editing. Would be nice if you were able to hover your cursor over these names and it will show you the whole name when editing your lists.
1 vote -
7 votes
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Insights Goals For Comparison
It would be great if we could set goal metrics in Insights to then compare against the actual Insights Data. That way it can also track goals met etc.
2 votes -
Mobile App YouTube Training Videos
Logo would like to see Mobile App training videos added to our YouTube Channel.
1 vote -
SQ - Rounding Totals
It would be great to be able to round within the reports. Either the line items themselves, the sections, or even just the final total. This could be toggled on or off and could either be to the nearest dollar or up to the nearest dollar.
3 votes -
3 votes
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2 votes
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3 votes
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(SQ) SRS Integration
SumoQuote integration with SRS, similar to how JobNimbus integrates with SRS, or even an API endpoint to price lists
1 vote -
Limit quantity decimal with supplier integration
If the quantity of an item on a material order (SRS) contains a decimal, the system does not automatically round that number up, and ultimately prevents the user from placing the material order. The pop-up notification given simply states, "There was an error submitting the order", this causes confusion and does not provide the reason or solution.
The Order Preview does list a Note which states, "This supplier only accepts quantities that are whole numbers. Any quantities that were not whole numbers have been rounded up to the nearest whole number." Again this would cause confusion as the user would…
2 votes -
Listen to Audio Files
Would like the ability to listen to Audio Files within JobNimbus
2 votes -
Credit Memos not Amount Paid
Currently, Credit Memos are counted against invoices as "Amount Paid" so when reports are exported the "Amount Paid" won't always match the sum of payments. It would be better if this could be either included or excluded by our choice.
2 votes -
Ability to delete photos/documents attached to emails
The ability to delete a photo or document that is attached to an email via the documents section of the job or contact
1 vote -
Standalone SumoQuote: Uploading multiple photos at once
It takes up a lot of time to upload photos one by one, would be very helpful if that was faster
1 vote -
Multiple Emails attached to a Job
User would love to add multiple emails to a job. He would like to be able to send invoices, estimates, documents, etc. to multiple people through the job menu.
2 votes -
Phone Number Labels
Would like to be able to add a label to different phone numbers listed under a job or contact. It would be nice to be able to label if the phone number belongs to the owner, property manager, landlord, etc.
1 vote
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