General
1037 results found
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Parent Record Address on Work Order Cards
On Boards, work order cards can be edited to show the parent record display name. However, they do not have the parent record address. Need to be able to display the address of the contact/job on the work order board cards so that we can easily organize.
2 votes -
Google Calendar Sync on iPad
With field users becoming mobile only, we need a way for them to enable the Google Calendar Sync. The existing method depends on going into Profile from the Web Version of JobNimbus
3 votes -
1 vote
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Default Job Name Format
Add option to create a default format for display names such as "[Job Number]-[Customer Name]" such as "123 John Smith".
1 vote -
Salesperson Activity Visibility
Nice to have a view of sales person activity based on recent documents added, notes or w/e else the sales person does and get an overview on. Customer would like to be able to pull a report that can show "SalesPerson 1 did _____" on a granular or quick glance level.
1 vote -
2 votes
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1 vote
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3 votes
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Tax Exempt for Contacts/Jobs
Would like the ability to mark contacts/jobs as Tax Exempt in JobNimbus such that it can sync to QuickBooks.
2 votes -
Organize Calendar for Multiple Individuals
Instead of seeing the task, work order, or material order multiple times on the calendar, I would like to only see it one time when I have multiple people selected.
2 votes -
Select All for Team Member View on Calendar
I would like the ability to select and deselect all team members on the calendar (also subcontractors) like I can with tasks
1 vote -
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 -
3 votes
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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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