General
1060 results found
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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 -
Side Bar - Recent Activity
It would be good to see recent activity, notes, and uploads in the side bar
2 votes -
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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Status Change Activity Report
I would like to be able to create a classic report that shows me specifically only status changes to contacts or jobs and not all contact modification activities.
2 votes -
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 -
Less Frequent Login Requirements
Simply put, I have to login to my account WAY too often. Whether via 2 factor authentication, biometrics, or whatever, I should be able to stay logged in on my daily devices for weeks at a time, not a day or two like it is now. This is especially cumbersome on mobile because my password manager is prevented from auto-filling login info on the current app.
2 votes -
Insert Assignee Image
When creating templates, it's possible to insert the Sales Rep's profile image into it with a short code. I would like to be able to insert assignees images for later steps in the process.
2 votes -
Create a 'Return to Top of Page' button
Move to top of page button at the bottom of the screen when scrolling
2 votes -
Be able to write out an email when making an automation instead of using a template
We would like the option to write out the email message that sends with an automation instead of only choosing a template
1 vote -
Fill NSE Estimate Cover with Single Names
Currently, NSE Estimates require that the contact has a First and Last name to use those names on the estimate cover page. Otherwise, it fills in the Job Name. However, some users work with entities and not people, so the ability to use a singular entity name would be great. That way, we can avoid an arbitrary name split to satisfy the First/Last requirement.
1 vote -
1 vote
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