General
1062 results found
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Material type / Color Drop down menus
Customer is not integrated with beacon, but does have multiple color and material type options for each line item. Currently he would need to create a line item for each option and that is unfeasible as this would mean the creating of hundreds of additional line items. Customer would love to see the option to create a drop down menu in the system to specify material and color selections
3 votes -
3 votes
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Payment Options - Add Payment Types e.g. Venmo, CashApp, Crypto etc
When having to go back on a payment, we need to know exactly how it was paid. I'm putting credit card on my Venmo and CashApp payments and when having to go back to find this payment for some reason, I'm going to my credit card transactions and not finding them because they aren't properly marked.
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 -
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 -
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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3 votes
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Edit Estimate Template Line Items
When attempting to edit an estimate template with the new sales experience, I cannot simply update a line item. I have to delete the line item, scroll down to the bottom, add a line item again, and then drag it back where I want it. I would like to just be able to modify the line items on my templates like I can on the actual estimates.
3 votes -
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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