General
1002 results found
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Mark Labor as Tax Exempt
Labor costs are not taxable in Luisiana. With Labor and Material being part of the same line items with the New Sales Experience, it makes it difficult to manage this.
3 votes -
City Search Function
Be able to search a city that is apart of a contact rather than creating a classic report
3 votes -
3 votes
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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.
3 votes -
3 votes
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Estimate Details Page Notes Box Format
Looking to have the estimate details page notes format at the bottom to go from left to right instead of right to left.
3 votes -
Auto populate email
Would like to see the email automatically populate when sending an email to the contact to prevent typos
3 votes -
Check Mark Tasks on Home Page
Have the ability to check mark tasks on the home page
3 votes -
Map view on Web
The mobile version of JobNimbus has a map view, but not the Web Version. Wish that would be added on web as well.
3 votes -
3 votes
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Ability to Add Contact with Jobs V2 Nav Bar
With legacy jobs and contacts, when you click the plus button at the top, you used to be able to do "Add Contact" and "Add Job" and "Add Task", but with Jobs V2, it is only "Add Job" and "Add Task". I would like that ability back, please.
3 votes -
SumoQuote - Connect Existing Projects to CompanyCam
Currently, the SumoQuote integration with CompanyCam requires that you create the project via the sync. It would be better if we could connect existing projects. That way if. a project has already been worked on, it doesn't need to be created all over again.
3 votes -
Recurring Invoices
Would like to make recurring invoices that automatically create
3 votes -
Phone Number Formatting
Would like the formatting on phone numbers to display better. Hyphens to separate digits would improve the phone number visibility.
3 votes -
3 votes
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New Sales Experience Sales Rep CC'd
Being able to remove the Sales Rep CC'd in NSE.
3 votes -
Custom insight reports
Requested to include all sales data in a single report, including material cost, labor costs, balance, etc.
3 votes -
SQ - Rounding Totals
It would be great to be able to round within the reports. Either the line items themselves, the sections, or even just the final total. This could be toggled on or off and could either be to the nearest dollar or up to the nearest dollar.
3 votes -
3 votes
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3 votes
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