General
873 results found
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Options to only allow users to view only their own commissions on Budgets but not other users'.
Users have access to budgets but wants to further limit their viewing access so they can only see their own commissions.
1 vote -
centralized emails
instead of the emails being sent only to the one who originally sent the email, they would like to see a centralized JobNimbus email inbox that will display all new emails in inboxes
1 vote -
Material Order Template Line Item editing
Ability to edit the line items of the Material Orders at the template level
1 vote -
SQ- Add several PDF's into one quote without each being a custom page
Would like the ability to add in single use PDF's into a quote and have customer toggle through them rather than have them added as individual custom pages.
1 vote -
Ability to add more task to the calendar drop down meny
I would like the ability to add more tasks to the calendar drop down menu, there are not enough options.
1 vote -
Stop Reset Password Link from Triggering every time there is an update in the app.
Would like the ability to be logged out of account when there is an update instead of being logged out and having our passwords reset every time. We have to not only reset, we are not able to use any of the same logins again.
1 vote -
Add "sections" to Signing and upgrades page.
Upgrades are formatted as single line items so we can't include the labor and material line items to be split into material orders and work orders later. We have to do the takeoff in an estimate section to get the price, transpose the price into the single upgrade line item, and delete the section in the estimate - losing our takeoff. If we zero out the price on the line items and hide the section within the estimate to preserve the takeoff, we can't show the section totals on the estimate.
1 vote -
Jump to bottom button
Button on boards that would allow you to jump to the bottom of a column
1 vote -
Auto logout feature
Would like JN to have an option to log out when the window is closed
1 vote -
Calendar Task Association
Would like the ability to have an assigned task autofill the team members assigned to a certain group so that I don't have to manually enter them into the task every time.
1 vote -
Payment method on invoice
Add payment method on paid invoice so customers can have that on their record
1 vote -
SumoQuote Emails sent from Sales Rep email
Right now when emails are sent out from SumoQuote they are all sent from the same email address, but they would like to all be sent from the same person
1 vote -
Search Bar Function for emails and phone with characters
It would be very helpful to our team if we had the ability to search for jobs/contacts by email and that we could copy and paste the phone number and not have to remove characters to get the job/contact to populate.
1 vote -
Payment Reports - Taxes Column/Filter
It would be good if payment reports had the column and/or filter for keep taxes separate
1 vote -
Material Orders QB Sync
Add ability for Material Orders to sync to QuickBooks
1 vote -
Job costing in work orders
Would like to have these 4 pieces of information on the work orders:
Total price
Revenue
Profit
Profit MarginIt's more convenient than in the estimate or the job costing feature.
1 vote -
Improved Search Function - Products and Services
Products and services search function doesn't always find the product. Would like the search function to be improved.
1 vote -
Edit Products and services catalog from within the estimate on the new platform
Add the ability to update products and services within the estimate. We make the same manual changes to line items all the time while writing estimates because we don't have the time to go open a new tab, go to the products and services catalog, find the line item, and edit it. It would be great if we could just check a box that says "permanently edit this line item" to change it in the catalog so it is always correct moving forward.
1 vote -
Refined Automation Options
More refined conditions and options for automations
1 vote -
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
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