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JobNimbus Feedback

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General

1067 results found

  1. 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

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  2. Jump to bottom button

    Button on boards that would allow you to jump to the bottom of a column

    1 vote

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  3. Auto logout feature

    Would like JN to have an option to log out when the window is closed

    1 vote

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  4. 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

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  5. 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

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  6. 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

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  7. Material Orders QB Sync

    Add ability for Material Orders to sync to QuickBooks

    1 vote

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  8. Job costing in work orders

    Would like to have these 4 pieces of information on the work orders:

    Total price
    Revenue
    Profit
    Profit Margin

    It's more convenient than in the estimate or the job costing feature.

    1 vote

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  9. Refined Automation Options

    More refined conditions and options for automations

    1 vote

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  10. Automation JobNimbus Notifications

    Ability to choose to send account notifications from an automation instead of just text messages and emails

    1 vote

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  11. 1 vote

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  12. Create Task Button

    Wants a separate button to create a task from the home screen

    1 vote

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  13. Modular Homepage Buttons

    Would like to be able to add buttons for things like "create contact" and reposition them on the homepage.

    1 vote

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  14. Hyperlinks in custom fields

    Would like the ability to add working hyperlinks in custom fields

    1 vote

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  15. 1 vote

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  16. if start date is in the future

    add a rule to automations "if start date is in the future" bc i've had people go back and edit a previous work order line item detail for whatever reason and it triggers my scheduling automation for any already completed project. I understand the text and email still lists the date a past date but it is confusing for customers

    1 vote

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  17. Profit Request in Classic Reports

    I want to be able to see profit request for an invoice report

    1 vote

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  18. 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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  19. 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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  20. 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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