General
1061 results found
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2 votes
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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
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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
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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 -
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
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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 -
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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Upload through Google Docs
Add the option to upload documents from Google Drive
2 votes
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