General
968 results found
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Profit Tracker related estimates
Would like a related checkbox button to view or not view estimates that can be imported from related jobs on profit tracker
1 vote -
Profit Tracker commissions per sales rep
In budgets you could assign different percentages for different sales reps, but profit tracker can't do that. Because this was done with a previous feature, can it be done with this new one?
1 vote -
Would like to be able to add Photos to Contacts through the web app
Would like to be able to add Photos to Contacts through the web app
1 vote -
1 vote
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Final price name change
Being able to change the wording for Final price on an estimate
1 vote -
Highlighted areas in the general customer profile
Could we have certain fields in the customer profile be highlighted? See the attached example.
2 votes -
Customizing Conditional Fields in Workflows
Regarding the growing need for more efficient workflows, I wanted to highlight how adding conditional field logic and customizable job pipelines in JobNimbus could be a game-changer for your users.
Right now, teams are spending time scrolling through irrelevant fields—slowing down processes and creating friction. By introducing conditional fields, users would only see what matters based on context, improving both speed and accuracy.
Please see the following examples:
At the same time, every business runs differently. A roofing contractor might use a “Roof Replacement” pipeline with a “Permitting” stage and statuses like:
- Permit Documents Made
- Permit Documents Signed…1 vote -
Add create Contact - full details
I can no longer create a contact from the home screen. The "Create +" button only allows a Job or Task to be created now, so I have to begin to create a Job, get Name & phone number, create from that, then go back into the search bar, type in their name and go to their profile, and then I can go on creating the contact from there. There is a drop-down feature that allows me to add in more detailed information, but not everything we need including class, lead status, etc. It is an extra step, and messes…
2 votes -
Visa surcharge breakdowns are clearer
Right now when the credit card fee is passed to the customer it very clearly shows that on the invoice, but we have to manually dig around more when someone pays with Visa. It's just confusing and more work, and we would like it to be easier, please.
1 vote -
Don't CC NSE estimates
It is pretty confusing when the initial email is CCed to us because we accidentally sign for the customer
1 vote -
1 vote
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1 vote
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2 votes
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Profit tracker x insights permissions
Right now if someone has the ability to see Insights they can see profit tracker, which is inappropriate when we just want them to see their sales
1 vote -
1 vote
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JobNimbus Jobs V2
JobNimbus Jobs V2 should have it's own category within User Voice in order for users to easily find and support the things that don't work and features remove unnecessarily that make more work. Change is always going to take getting used to but when things don't work at all or make work more difficult there needs to be an easy way for user's to voice there concerns and feel assured the feedback is being monitored.
I for one have tried the new Beta version of the roll out and there were so many issues I couldn't work around that I…
2 votes -
Would like to hide incomplete tasks on web and mobile
To declutter the calendar
1 vote -
manually enter estimate price
Ability to adjust the price of the estimate without going line by line
2 votes -
Sumoquote bluprint
Want to be able to blueprint a company for another company. Essentially copy/paste companies, but add a different name
2 votes -
Financials User Interface
Logo would like to navigate back to a job more easily after creating a document in the Financials tab; the only options are to go back to contacts, Logo has to lookup the job again
1 vote
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