General
969 results found
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Created date on SQ Project Card
Would like the ability to show the actual date created on SQ Project cards
2 votes -
fees reporting
Want the ability to pull a YTD report on transaction fees paid so far on credit card transactions.
2 votes -
Hide invoice items if already hidden on estimate
The sections from the estimate that are hidden don't automatically transfer over when converting to an invoice. Would like that to automatically happen
2 votes -
Sort Products and Services by Location
Based on the location of the product the customer wants to be able to sort them to see only each location for the products and services.
2 votes -
NSE Ad Hoc Items on Mobile
On Web, I can create Ad Hoc items (items that are not part of my Products & Services), however if I try this on Mobile, it ends up doing a search and indicating the item doesn't exist. I would like to be able to do these on mobile just like on web.
2 votes -
Move next button to the right side
At the moment, for SumoQuote and New Sales Experience, the next button while signing is on the bottom left instead of the bottom right, which can result in confusion. It would make more sense on the bottom right, like most programs, since people read from left to right.
2 votes -
naturalForms Integration: Include All Template Fields
We need the naturalForms integration to include all the Template Fields that can be put onto documents, like Estimate Amount, Estimate Number, etc.
2 votes -
Wants the ability to sort a payments reports by payments not logged to an invoice.
Ability to sort payment reports by type of payment, ie. Payment that is not logged to the invoice yet.
2 votes -
Terminate Quote Links
We want a way to terminate the quote links so that the quote becomes unviewable. Prices may change etc so we would like to have that control over old or outdated estimates.
2 votes -
Reference Specific Invoices in Email
Our process sometimes involves having multiple invoices open on the same job. We use JobsV2 and try to use Template Fields as much as possible. However, there isn't a good way to specify certain invoices using the available Template Fields. It would be great if there was a way to designate this so we don't have to manually update the emails before sending.
2 votes -
Mixed Type Forms
I would like the ability to make mixed type forms, such as photos and checklist.
2 votes -
Financials/Products & Services to 4 Decimals
For insurance, we need our estimates to exactly match the Xactimate estimates that come in. However those estimates go to four decimals on everything so we need to be able to go to four decimals on our products & services, line items, taxes, and totals to be able to match.
2 votes -
Edit Totals Estimate/Line Item
Need to be able to Edit the total of an invoice or the total of the line items directly. We work with insurance that uses Xactimate, and need the line item quantities line item totals, and final total to all match, however, they use up to 4 digits after the decimal so we cannot do this currently.
2 votes -
Company Logo on every estimate page
Add company logo to every page of an NSE estimate
2 votes -
Add Tasks to Contacts when using jobs
please add back tasks to contacts (to show all tasks in the contact view. I create contacts regularly without requirement for a job. When I open a contact I wish to see contact-related tasks in one and same view.
It has become overly cumbersome to be required to go out of the contact to see / manage any tasks for that contact. Much better to remain on the same page to manage, create, etc. How can a feature request be made?2 votes -
Delete Documents Requested for Signature
Being able to delete duplicate documents that are sent for signatures
2 votes -
2 votes
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Compress Photos
It would be nice if JobNimbus has a built in feature to compress photos
2 votes -
centralized emails
instead of the emails being sent only to the one who originally sent the email, they would like to see a centralized JobNimbus email inbox that will display all new emails in inboxes
2 votes -
Highlight Sections of a Contract
We want to be able to highlight parts of a contract. We just want to improve the visibility of specific portions of the contracts.
2 votes
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