General
650 results found
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1 vote
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Amount collected in Budgets reporting
Logo would like to include payment collected with the budget classic reporting. Mentioned that he doesn't invoice all customers through JobNimbus and forgets to create invoices for jobs that are paid outside of JN. Would like to see this consolidated with his profit and sales rep data in the budgeting reports
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1 vote
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1 vote
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Ability to hover over boards list
When editing Boards list, the names get covered up unless your editing. Would be nice if you were able to hover your cursor over these names and it will show you the whole name when editing your lists.
1 vote -
Mobile App YouTube Training Videos
Logo would like to see Mobile App training videos added to our YouTube Channel.
1 vote -
Edit Estimates/Documents After Signature
I have had several instances where we have created the estimate and/or contract and requested the signature only to need to change something in the estimate or contract after meeting with the customer (such as editing the shingle color or updating the warranty years and price if they choose to upgrade) and have had to create a whole new document/estimate because I am unable to edit the one that already has requested the signature. If they haven't signed the document yet then I should be able to edit it and resend it rather than make a several versions of them…
1 vote -
(SQ) SRS Integration
SumoQuote integration with SRS, similar to how JobNimbus integrates with SRS, or even an API endpoint to price lists
1 vote -
Ability to delete photos/documents attached to emails
The ability to delete a photo or document that is attached to an email via the documents section of the job or contact
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1 vote
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Standalone SumoQuote: Uploading multiple photos at once
It takes up a lot of time to upload photos one by one, would be very helpful if that was faster
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1 vote
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Expiration time of estimates sent
When we send and estimate to a potential customer, the link expires after 48 hours and causes more work for us as we have to resend the estimate.
We should be able to change the time the link expires or at least give the customer 2 weeks to look over an estimate to be able to review and think about their options.
1 vote -
Multiple Emails attached to a Job
User would love to add multiple emails to a job. He would like to be able to send invoices, estimates, documents, etc. to multiple people through the job menu.
1 vote -
Phone Number Labels
Would like to be able to add a label to different phone numbers listed under a job or contact. It would be nice to be able to label if the phone number belongs to the owner, property manager, landlord, etc.
1 vote -
Move Jobs between different boards
While you can move jobs from one status to the next, it would be nice to be able to move them to a status from a different board. This could be done via a dropdown
1 vote -
Disallow adding jobs to contacts you're not assigned to
Disallow adding jobs to contacts you're not assigned to, even if the contact workflow is available to everyone. This is about integrity
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Wants the option to hide descriptions on P&S
sometimes they may use supplies from different suppliers in one job and if quote details has a specific product they did not deliver it can be an issue with the contract
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Admins able to change profile settings
As an admin, I would like to be able to change things like profile settings, calendar views, and what's on the dashboards for each of the users.
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1 vote
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