General
1060 results found
-
Delete/Hide Locations
Would like the option to remove or hide any locations that are currently not active as they can make the list difficult to manage.
2 votes -
2 votes
-
Lock Paid Commissions in Budgets
If a commission is marked as a percentage of Gross and also paid, and then the gross value changes, it alters the amount of the payment. This needs to be lockable. So the amount paid does not change. Probably need to list another field or something to illustrate that the amount paid is not the percentage indicated. But the paid commissions need to not change unless manually changed.
2 votes -
2 votes
-
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 -
2 votes
-
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 -
2 votes
-
2 votes
-
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 -
2 votes
-
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 -
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 -
Automation to send updated balance invoices after payment is received
The customer would like to have an automation to send client an updated invoice after a payment is received.
2 votes -
2 votes
-
Be able to flip through Documents Like Photos
If we could flip through documents the same way that we can with photos, that would be a huge time saver when i am building budgets and closing out jobs. I would save at least 5 minutes per job, which would save me about an hour per week.
2 votes -
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
- Don't see your idea?