General
1017 results found
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floating header in profit tracker
Profit Tracker would be much more useful if the header or banner at the top were fixed in place so it remains visible no matter how far down the screen you scroll.
1 vote -
Customize Document Email Title
Would love to be able to edit the document email title so that it doesn't default to document, and is catered to the particular document that we are sending to our customers. Having the default document title causes confusion to our customers.
1 vote -
profit tracker
RE: Profit Tracker:
During the course of a job we can provide a credit to a homeowner and we need a place to be able to include that to reduce the cost or be able to just enter the final total quickly without a fuss to have an accurate total of the project. Currently we have to get a new signature from a HO for a total but that causes a lot of problems. The old budgets tab was much easier to work through and the profit tracker still feels extremely clunky.1 vote -
profit tracker
Profit Trackers currently have no option to print a copy that can be reviewed during meetings or cleanly attached to a paper file. We also need a place to be able to update the actual total of the job.
1 vote -
Reassigning Sales Rep to Tasks when Sales Rep in changed on the job record
We will sometimes have to change the sales rep on a job, if a task is already created with the previous sales rep, it does not automatically reassign the Sales Rep to Tasks when Sales Rep is changed on the job record, we would love for the system to do that.
1 vote -
Option to integrate other Financial Plans
We would love to be able to add additional financial plans in NSE for our customers where they can access the application in the same way they do for Sunlight and Wisetack financials.
1 vote -
AI Call Log Mark Unread Feature
It would be great to have ability to flag or mark call logs unread for the AI feature so that we can go back to specific ones later.
1 vote -
Save data when converting to a new Invoice Template
When I convert an estimate to an invoice template, and then choose to change the template for the invoice, all of the cost information is lost. The new template should preserve the cost changing all other fields of the template, but keep the cost information creating less work for me.
1 vote -
signature requirements
add the default ability to require a customer signature, and a signature from someone within the company on estimates
1 vote -
Sumoquote Work Orders in JobNimbus
Would like Work Orders in JobNimbus to resemble Work Orders in SumoQuote
1 vote -
job details customization
ability to add and customize the fields on the job details drawer on the right side
1 vote -
1 vote
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Hiding Section Name on Estimate Details
Would like to have the option to hide the sections names on the quote details page
1 vote -
Commercial Contacts
Ability to add Commercial Contacts with multiple email addresses under it
1 vote -
1 vote
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Editing the Type in Job fields
When editing fields in Job Fields, if you are wanting to change the type of field for an existing one, you are not able to. Instead you have to create a new job field and fill out the information again. This takes a lot of extra time when you are editing multiple fields. Would love to have the option to not only edit the details of the field, but be able to change the type of field as well. Example: Change the phone number field to a decimal field without having to create a whole new field.
1 vote -
Custom field auto populate
Would like for custom job text fields to automatically populate with certain info. Like being able to populate a sales rep phone number field with a team members phone number.
1 vote -
Default sales rep
Would like a setting to control what default sales rep is selected to be assigned to a job when creating a job. Currently it leaves the sales rep field blank
1 vote -
1 vote
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1 vote
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