General
647 results found
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1 vote
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0 out Measurements Tokens
When clicking into a measurement token, clear the 0 automatically. Would rather not have to delete the 0 when inputting a number. Messes up their measurements if they are not EXTRA careful
1 vote -
1 vote
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Email for system updates
Make an option to email for every update to the system, or at least big ones. It's hard to pay attention to little pop ups in places they may not be looking.
1 vote -
Boards - Preventing Team members from moving boards to different statuses.
Logo wants the ability to filter users ability to move jobs to another status within boards.
1 vote -
Notes- Hover over to Enlarge Image
Logo would love to have the ability to go into images in the notes, hover over the thumbnail, and have it enlarge without having to open the image.
1 vote -
Bulk Edit - Related Contacts
It would be nice to be able to bulk edit a jobs report and change/add related contacts (Whether that is a customer, subcontractor, e.t.c) to multiple jobs
1 vote -
NSE Payments
Logo would like to request a dollar amount instead of percentage for split payments on NSE.
1 vote -
Status Change in Material Orders (Legacy)
The logo would like the ability to change the status within material orders so that they know if they have been ordered, delivered, etc.
1 vote -
Adding United Inches as a Unit of Measurement
Carla is in a windows company, and notes that the measurement they use the most is United Inches (UI) and is a common unit of measurement for windows/doors companies. She would love to see this added as a default within the system.
1 vote -
Labor Minimums with Calculations to Achieve said mins.
Dana would like to ensure that a minimum labor charge is reached on every estimate. She doesn't want to just put $200 labor on the layout, but rather a means to calculate "if the estimate doesn't reach a min threshold for the labor, to then bump up the labor (round up) to a predefined number/min"
She also notes having a labor slider, similar to the margin slider would be beneficial
1 vote -
Have Lock/Toggle for creating new line items (NSE)
Dana would like to see a lock/toggle for creating new line items (just like in legacy estimating) as she doesn't want the salespeople to make a ton of line items (duplicates etc...)
1 vote -
Option for Margins to change depending on location / area
Dana notes that in some areas, their material/labor margins are different than the presets they've established in the system, and would like the option to set/apply different margins to line items depending on location
1 vote -
Time Stamps when notes are edited
Tracking changes made to notes
1 vote -
Able to change the due date for estimates in SumoQuote
30 days is currently the default for estimates, but, in the logo's words: "If we let them sit on an offer for more than 24 hours, in tile, that makes them shop around, so this is mission critical"
1 vote -
Save Button Icon
Throughout various menus in JobNimbus (Profile Settings is one example) a "+" icon is used on the save button. This makes sense in some areas but is less intuitive in other areas like settings. Although it's a minor detail, it may help Logos subconsciously to have a checkmark, floppy disk, etc. icon on the save button.
1 vote -
Pulling data from totals in insights brings up underlying data
When pulling excel reports from boxes in insights (for example "This Year: Sold") it only pulls the single number, not the underlying data. We would like the underlying data too.
1 vote -
PDF delete/ Edit dots in NSE
NSE PDF page has the edit dots to far away from the actual PDF's. Please place it closer.
1 vote -
Offer tiered subscription options
Provide tiered subscription options for smaller companies that would prefer to use a basic functionality of the CRM without the additional updates/upgrades that are weatherguardkeri@icloud.combeing made.
1 vote -
Just showing the Quote subtotal to customer in New Sales Experience
Logo would like to hide the taxable subtotal, HST and the total from the customer in NSE
1 vote
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