General
1067 results found
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Insights Dashboard Home Page - Option to export
Currently, insights has the option to export reports from the other menus, but for some reason, the home dashboard does not let you export the data, such as YTD lead close rate. If you click on the percentage, it'll give you a spreadsheet report, but no option to export it.
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1 vote
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MB Counter in Emails
When writing emails/sending attachments with the new 22 MB ceiling, have a counter that shows how many MBs you have left before it'll flag and not allow you to send.
1 vote -
New Contact Defaults
Ability to set default sales rep and lead sources when creating a new contact
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1 vote
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1 vote
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1 vote
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Exclude Data Points in Insights
Would like to be able to exclude certain data points from insights data. This would help clean up the insights data if a mistake was made with a job/lead/contact and it's affecting the data.
1 vote -
Labor and materials can have different markups
This was a feature in legacy estimates, but not in New Sales Experience.
1 vote -
1 vote
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Default Financials View Mobile
Logo would like to be able to set the default financials view in the settings. Currently, it always shows "show related" by default and they have to change it every time.
1 vote -
Amount collected in Budgets reporting
Logo would like to include payment collected with the budget classic reporting. Mentioned that he doesn't invoice all customers through JobNimbus and forgets to create invoices for jobs that are paid outside of JN. Would like to see this consolidated with his profit and sales rep data in the budgeting reports
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1 vote
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Ability to hover over boards list
When editing Boards list, the names get covered up unless your editing. Would be nice if you were able to hover your cursor over these names and it will show you the whole name when editing your lists.
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Mobile App YouTube Training Videos
Logo would like to see Mobile App training videos added to our YouTube Channel.
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(SQ) SRS Integration
SumoQuote integration with SRS, similar to how JobNimbus integrates with SRS, or even an API endpoint to price lists
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Ability to delete photos/documents attached to emails
The ability to delete a photo or document that is attached to an email via the documents section of the job or contact
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Standalone SumoQuote: Uploading multiple photos at once
It takes up a lot of time to upload photos one by one, would be very helpful if that was faster
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Phone Number Labels
Would like to be able to add a label to different phone numbers listed under a job or contact. It would be nice to be able to label if the phone number belongs to the owner, property manager, landlord, etc.
1 vote -
Move Jobs between different boards
While you can move jobs from one status to the next, it would be nice to be able to move them to a status from a different board. This could be done via a dropdown
1 vote
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