General
949 results found
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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 -
Customize Sections in Invoice Template
I would like to be able to customize the different boxes in Invoice Templates (example: customer info, job info, sales rep info, etc.) to add my own formatting and boxes in those spaces.
3 votes -
Google Calendar Sync on iPad
With field users becoming mobile only, we need a way for them to enable the Google Calendar Sync. The existing method depends on going into Profile from the Web Version of JobNimbus
3 votes -
Document time stamp
When a document gets uploaded to a contact or job seeing the date and time is needed.
3 votes -
Mass delete tasks
Customer finds tasks annoying and wants a means to delete all tasks / multiple tasks, en-mass.
3 votes -
The capability to save reports from the Insights dashboard like you can in Classic Reports.
Saving Reports In Insights
3 votes -
Make related contact pinned to top of side bar on V3
It is a bit frustrating to have to scroll down on the side bar (under the new photo) to find related contact. Would be nice to be able to re-arrange the order of the tiles on the right
2 votes -
Make contact info text easier to read V3
Contact text at the top of the new experience is hard to read at times as they are all hyperlinks.
2 votes -
2 votes
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Smarter Signatures
If I have two or more different parties that need to sign, one shouldn't have to wait for the first to sign before they get prompted to sign. The sign now feature should allow for selecting who is signing instead of forcing the order as well.
2 votes -
2 votes
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JobNimbus Marketing in Mobile App
I would like to be able to access the "Marketing" tab in the JobNimbus mobile app.
2 votes -
Add Recording Playback Options for Assist AI
When listening to Assist AI calls, I would like to be able to fast forward, skip, or have a slide bar to adjust what I'm listening to.
2 votes -
Add Email Address with Assist AI
I would like to be able to collect email addresses with the Assist AI agent and have those emails populate in the contact record.
2 votes -
Display Other Trades NSE
In SumoQuote, the cover pages have a section that you can edit to inform the customer of other trades you can help with. In the New Sales Experience, the cover page designs that can be chosen from display that data, but the system does not have anywhere to actually manipulate it. We would like this feature to be built within JobNimbus so that NSE reflects the functionality that the designs imply.
2 votes -
Exclude Sales Rep Assignments from SQ Project Search
In SumoQuote Standalone, when searching the project list for a name it currently includes results where the assigned sales rep has a matching name. This makes it tricky when searching for common names if they happen to be shared with a sales rep. It would be great if this could be made to exclude this, or at least to make it a toggle.
2 votes -
2 votes
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Additional estimate options
Options for more than 3 estimate options per estimate (more than good, better and best)
2 votes -
Send estimates/invoices to a primary and secondary email
Allow emails to populate with primary and secondary emails for the recipient
2 votes
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