General
640 results found
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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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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 -
2 votes
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Change the SumoQuote title page to display sales person info instead of general company info.
The customer wants the title page to reflect Sales Person info instead of the general company info currently displayed on the title page.
2 votes -
Change "Estimate" to "Quote"
I want my quotes to reflect that they are not subject to change. "Estimate" implies that it could vary, and I know I can change the header/title on the estimate to be "Quote" but I need all instances of the word "Estimate" to become "Quote" like the "estimate total" at the end of the doc.
2 votes -
Automations should be organized by Workflows
customer notes automations often appear cluttered and disorganized. Would like to be able to organize automations by the workflows associated with them.
2 votes -
Different quantity calculations for the same line item, but in different sections of quote details in nse.
Customer notes that labor calculations are not always straight forward in their industry, and being able to have the same line item in multiple sections of the quote details page, but have the abillity to apply different quantity calculations to these different sections, would drastically cut down on the various labor line items he currently needs to save into the system to accomplish this task.
2 votes -
Estimate Signed Status
Be able to manually change the signed status, so if printed and signed via paper the logo can change the signed status
2 votes -
2 votes
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Customer Input Fields
Proposal would be perfect if it included a section that allows the client to type in notes instead of having to have to use an additional 3rd party service. The same goes for the New Sales Experience.
2 votes -
2 votes
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EagleView/Hover - On the same line in settings
It would be nice if I could merge or have multiple 3rd party apps all in the same menu instead of separate menus in settings
2 votes -
EagleView - Ability to choose what documents upload by default
It would be good to have an option to choose what documents upload from EagleView to JobNimbus documents section. I don't need the Property Owner report or json file.
2 votes -
Angi's List
Logo wants an integration with Angi's list so that contacts and information can port over into JobNimbus
2 votes -
Engage to send a VCF file
Share feature in Engage to send a VCF file. Like a share in iphone to share a contact
2 votes -
Better JobName for QuickBooks Sync
Can we have our job name field be locked and automatically created as a template with this information? (Smith, John #1234) = (job lastname, job firstname: jobID)
Currently, the 'jobname' is the field that is mapped to 'DisplayName' in QB. We have found that unless we have a way to track supplier invoices by 'JobID' in Quickbooks, the sub customer list in QB is not a scalable solution since it relies on the 'jobname' in Nimbus.
2 votes -
Creating Folders in SumoQuote
It would be great to create folders for your layouts in sumo quote instead of having a huge list.
Folders for automations, tasks, note type..
2 votes
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