General
636 results found
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embed legend to invoice
Want to embed a legend inside the invoices so we do not have to add it manually each time.
1 vote -
Would like payment status for JN payments to show on the app
I would like the payment status to show on the app. I am generally on my phone and would like to see it there, not just the desktop.
1 vote -
Header and footer options.
update header and footer of estimates
1 vote -
Page numbers on the pages.
page numbers on docs
1 vote -
Automation JobNimbus Notifications
Ability to choose to send account notifications from an automation instead of just text messages and emails
1 vote -
1 vote
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Create Task Button
Wants a separate button to create a task from the home screen
1 vote -
Modular Homepage Buttons
Would like to be able to add buttons for things like "create contact" and reposition them on the homepage.
1 vote -
Hyperlinks in custom fields
Would like the ability to add working hyperlinks in custom fields
1 vote -
Estimate emails
Would like to be able to be prompted to create an email, or add a note in the email when sending the estimate from the financials page
1 vote -
Auto populate email
Would like to see the email automatically populate when sending an email to the contact to prevent typos
1 vote -
photos for products and services
adding photos to products and services
1 vote -
1 vote
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if start date is in the future
add a rule to automations "if start date is in the future" bc i've had people go back and edit a previous work order line item detail for whatever reason and it triggers my scheduling automation for any already completed project. I understand the text and email still lists the date a past date but it is confusing for customers
1 vote -
Be able to switch markup to a dollar amount in classic reports
Being able to change the markup total to a dollar amount and not just a percentage for invoice classic reports
1 vote -
Profit Request in Classic Reports
I want to be able to see profit request for an invoice report
1 vote -
Add the related tab to Payments in financials.
I want the ability to see all payments made to all jobs on a contact.
1 vote -
Ability to move quotes to other projects in SumoQuote
Would like to be able to move quotes to other projects in case quotes are accidentally created under the wrong project.
1 vote -
1 vote
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The ability for all roles to create templates
User wants to be able to give permissions to a user to create Templates even if they don't have settings access
1 vote
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