General
873 results found
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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 -
Bulk Work Orders
It would be really helpful to be able to download all work orders for a specific sub at one time. That way I could send the subs all the work orders for the upcoming week.
1 vote -
Mobile - Adding job to contact option to link address
When adding a job to a contact via the mobile app bring back the function to link the contacts address rather than manually typing in the address or searching the address by the search feature.
1 vote -
Save Drafts and Preview Email
When creating emails, it would be nice to be able to save drafts and also be able to preview before sending.
1 vote -
Customize Built In Job Report on Jobs V2
In previous versions of JobNimbus, where contacts and jobs were available as menus in the top left corner, there was an option to look at the "list" view of the contacts or jobs.
The three dots in the top left corner allowed you to customize the built in report. Then you could add this built in report to the home dashboard.
Now in Jobs V2, there is only a Jobs menu. If I go to Jobs, then go to the top right corner, there is a contacts button that I can click on. This takes me to a list view…
1 vote -
1 vote
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Default payment method set on Invoices
Invoice should be able to have a default payment toggle.
1 vote -
Please incorporate feedback ai so our JobNimbus issues can be more easily accessible.
Unwraped.ai and similar companies have ai that syncs with customer feedback, like this one, so our issues are actually heard and can get properly categorized. The system you have in place is outdated and not user friendly. I have
1 vote -
Locking Documents on Jobs/Contacts
Logo wants the ability to be able to lock a document on a job/contact so that it does not accidentally get sent outside the company.
1 vote -
Remove signing link when BCC salesperson
Customer notes that for a lot of companies it's not a big deal but essentially when BCCing the salesperson (when sending a quote for signing) the signing link is also included to the sales person.. Customer notes that a shady sales person could then sign "for" the customer without their consent.
1 vote -
Able to use 2 measurement tokens for one product / service
Exact wording from the logo: "a request to be able to use the same product for two different measurement tokens"
Requested through this ticket: https://app.hubspot.com/contacts/3409122/record/0-5/2875966721/
1 vote -
New sales experience additional signer
Logo needs to be able to add an additional signer that is designated as a contractor so that legally they are not having their contractor co-sign the customers contract. Virginia is very strict with legality.
1 vote
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