General
1067 results found
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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 -
Ability for more NSE Options
Logo would like the options to add more than three options on NSE Estimate for their customer.
3 votes -
New Invoice Experience - Option to edit line item descriptions
In the new invoice experience, it would be nice to be able to edit the line item descriptions from that page instead of having to go to settings, then products and services.
3 votes -
3 votes
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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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Edit Work Order Line Item Amount
It would be nice if, on work orders, it were possible to directly edit the Amount. Typically, this is a combination of the Quantity and the Price, but it would be nice to edit it directly.
3 votes -
Eagle View Order Auto-populate to Activity Feed
Logo would like the action of ordering an Eagle View report to auto populate to the Activity feed of the Job. This way anyone assigned to the Job can quickly access that information.
3 votes -
Improved Job Scheduling
Currently, it is possible to schedule a job, but you cannot do so twice. It would be great if we could schedule jobs more than once and have each instance show.
3 votes -
Not Happy
I am really unhappy with JobNimbus since this update has taken place. My screens take forever to load or won't load at all. I am constantly having to refresh my screen to get photos to show. It freezes up all the time and I am getting charged more for it! How long will it be before the bugs are worked out???
3 votes -
3 votes
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Appointments Scheduled - Percentage Report
It would be nice to have a report either in insights or classic reports that shows how many appointments were scheduled but didn't turn into a sale. A percentage would be ideal.
For example, say of 100 leads for a week, month, or year, 25 of those turn into scheduled appointments, but never go to a sold stage, it would be nice to have a report that show the percentage amount of those that had appointments.
3 votes -
3 votes
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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
3 votes -
Field users able to sync to Google Calendar
Logo wants their field users to have the capability to sync to Google Calendar.
3 votes -
Note Attachments on Mobile
On web, it is possible to add attachments to notes. Photos, files, etc. But on mobile app, you can only enter text and cannot add attachments. Need the note attachments expanded to mobile as well. Photos and files.
3 votes
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