General
1017 results found
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2 votes
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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 -
1 vote
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1 vote
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Insights Columns match Exported Data
As I can modify which columns I can view within the Insights page (i.e. remove "Lead Source" or swap "Close Rate" and "Lead Count", etc.), I would like these changes to also reflect on the report that I export when I download the data.
2 votes -
5 votes
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General Address book within JobNimbus
A lot of contractors work with subcontractors and they fill the labor portion of the job. If you are just working inside of the main contact window in the activity log and want to send an email to a subcontractor through the work order, it becomes tedious. Have the subcontractors email pre-populated, from a centralized address book separate from the being connected to the work order or have to key it in. There is room for error. If I could go to the "address book" and type in their email address and it will populate so that they can send…
1 vote -
SQ - Add the ability to archive a project from the project screen.
Add the ability to archive a project in SumoQuote from the same list where "Won, Lost and Open" are selected from.
1 vote -
2 votes
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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.
44 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.
2 votes -
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
5 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.
2 votes
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