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JobNimbus Feedback

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871 results found

  1. 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

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  2. Ability to tag groups or users in specific access profiles

    1 vote

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  3. 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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  4. Require full payment

    Want to be able to change it to require customer to pay in full

    1 vote

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  5. Multiple work orders

    Want the ability to set up a notification when the completion of a group of work orders is complete

    1 vote

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  6. Apply customer credits when creating budgets

    1 vote

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  7. Use template fields in Task Automations

    1 vote

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  8. Estimate Number

    Would like the estimate number to generate on the PDF

    1 vote

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  9. Choose Contact/Job photos on Mobile

    Only option to add photos to a conversation on Mobile is to pull photos from Contact but Job photos are not available.

    1 vote

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  10. Filter to view only projects assigned in SumoQuote

    1 vote

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  11. Bulk Photo Download - PDF Generator

    When clicking on Download All from photos, it would be nice if instead of compiling all the photos into a zip file that the system instead gives the option to download all photos into a PDF.

    1 vote

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  12. Hiding Financials from team

    I need the ability to hide the PDF document from my team members by default. I don't want to have to hide the document every time that I go in to edit the Estimate. My members do not need access to the financials on the estimate.

    1 vote

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  13. Auto Populate Secondary Measurements From EagleView Report

    Logo would has built out the Tokens and Calculations for things like Siding and Masonry but would like to have that information auto populate from the EagleView Report.

    1 vote

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  14. SumoQuote Standalone- Page Settings on Material Order to include/omit pricing

    1 vote

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  15. Links in Quote Details

    Ability to add links to the quote details section of NSE estimate

    1 vote

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  16. Edit employees contact cards with more info

    Edit employees contact cards with more info

    1 vote

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  17. Insights to link with SumoQuote for reporting

    Use Sumoquote estimates in insights

    1 vote

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  18. Location based email

    Separate emails for different locations

    1 vote

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  19. Add Opt-in as a filter in contact reports

    1 vote

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  20. Automations conditions

    Use the opt-in for emails/text as conditions to search for in automations

    1 vote

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