General
475 results found
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Better User Interface
Improved User Interface on web
92 votesLots of ongoing work around new sales experience, a sidebar for job/contact details, board improvements, and more.
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80 votes
Would this be for providing emphasis on certain products/services, or certain aspects of products/services? Do you have examples that you could share with us, or specific cases where this would be useful?
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JobNimbus pop ups
get rid of these stupid pop up things when I open JobNimbus.
49 votes -
Make Chat and Help Buttons Hideable/ Change location
Please make the icons for chat and help hideable. They are always in the way of the boxes that I need to click that are behind them and I cannot scroll any further to gain access to the boxes that I need to be clicking.
37 votes -
A Forward and Back button
A Forward and Back button to be able to go back and forth to previous pages that was on. Instead of having to click on the major tabs again, or hit the browser back button.
34 votes -
Local Backup of All Data On Demand (Full Export)
We would like the opportunity to download our full data set backup via FTP whenever we want. A static FTP account for this would be nice.
21 votes -
Addition of "Internal Notes" to NSE quotes
Customer loves the internal notes functionality of legacy estimates and would greatly value the addition of this functionality to NSE quotes.
10 votes -
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.
10 votes -
Convert Unsigned Estimates
Users would like the ability to convert SumoQuote estimates to Invoices, Material Orders and Work Orders regardless of the signature status; similar to the behavior that previous existed with Legacy Estimates?
9 votes -
Expired Links: Should not Resend Emails for Signed Estimates
The new feature that resends estimates if the expired link is clicked on should be updated such that it does not resend if the estimate has been signed.
8 votes -
Please relocate the popup that appears every time you do an update to a contact. It blocks the 3 dots.
Pop ups should not disable features due to their location on the screen. When you get good at JN, a 3-4 second delay due to the pop up is like listening to that stock answering machine message for the millionth time.
8 votes -
Delete Company Documents in Use
Sometimes, company documents cannot be deleted if they are in any existing email threads. Need to be able to delete or hide them from the company documents regardless.
6 votes -
Remove NSE Estimate resend when signed estimate is clicked in.
We would like the ability to turn off this feature. We don't want our customers getting multiple emailed copies of their estimate after signature.
5 votes -
SuperUser Access/ Impersonate Team Members
It would be extremely helpful to larger companies if there was superuser-type access where someone could impersonate team members to assist with troubleshooting before having to reach out to support. This would allow IT personnel to separate user error from actual technical issues etc.
5 votes -
Sign Off on Color
Want to have estimates show color options to the homeowner so they can sign off on their choice.
5 votes -
Job Automation With Ability to Create a Parent Contact Condition.
We need to be able to change the Type & Status of a parent contact ONLY IF the parent contact Type is ___.
4 votes -
4 votes
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SumoQuote - CompanyCam Tags Visible
You can add tags in CompanyCam, but there is no way to see those when selecting your photos via the integration. It would be great if those were displayed to make it easier to find the ones we marked in CompanyCam.
4 votes -
Block Inbound Email
Need a way to block inbound emails based on sender.
4 votes -
4 votes
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