General
22 results found
-
3 votes
-
Better JobName for QuickBooks Sync
Can we have our job name field be locked and automatically created as a template with this information? (Smith, John #1234) = (job lastname, job firstname: jobID)
Currently, the 'jobname' is the field that is mapped to 'DisplayName' in QB. We have found that unless we have a way to track supplier invoices by 'JobID' in Quickbooks, the sub customer list in QB is not a scalable solution since it relies on the 'jobname' in Nimbus.
2 votes -
Angi Leads Integration
Please add a direct integration with Angi Leads. Trying to set up Zapier into JobNimbus and then Angi Leads into Zapier excessive.
2 votes -
Limiting Changing Assignees
It would be nice to be able to limit which users can make edits to the assignees of a contact or job.
2 votes -
2 votes
-
Make Secondary Color a Neutral Color
With phase two of the Sumo Quote embedded experience, we lost the option to change the secondary colors on our estimates. But it defaults to a blue color. As the fix for that is unknown, please change the default color to something neutral like gray.
2 votes -
Insert Assignee Image
When creating templates, it's possible to insert the Sales Rep's profile image into it with a short code. I would like to be able to insert assignees images for later steps in the process.
2 votes -
Creating Folders in SumoQuote
It would be great to create folders for your layouts in sumo quote instead of having a huge list.
Folders for automations, tasks, note type..
1 vote -
Group Estimate Templates
I would like to be able to group up estimate templates so they are only visible by the design templates I use or based on groups so there isn't a massive list when viewing all the saved estimate templates.
1 vote -
Limit Access to Eagle View
Create option to limit who has access to order Eagle View reports in Access Profiles.
1 vote -
Subscribe to Classic Reports
I would like to be able to have my classic reports automatically emailed to me regularly like Insights can.
1 vote -
Login required way too often
Simply put, I have to login to my account WAY too often. Whether via 2 factor authentication, biometrics, or whatever, I should be able to stay logged in on my daily devices for weeks at a time, not a day or two like it is now. This is especially cumbersome on mobile because my password manager is prevented from auto-filling login info on the current app.
1 vote -
NSE estimate layout on mobile reflect on desktop
when creating a layout via the mobile app it saves as a layout under my layouts on the desktop version and the ability to edit the layouts on the mobile version
1 vote -
Add Notifications to the Home Page
It would be super helpful to have the ability to choose notifications to be on our homepage rather than just in the side column. Have it be an option like Jobs, Contacts etc
1 vote -
JobNimbus pop ups
get rid of these stupid pop up things when I open JobNimbus.
48 votes -
Make Chat and Help Buttons Hideable/ Change location
Please make the icons for chat and help hideable. They are always in the way of the boxes that I need to click that are behind them and I cannot scroll any further to gain access to the boxes that I need to be clicking.
35 votes -
Create a 'Return to Top of Page' button
Move to top of page button at the bottom of the screen when scrolling
2 votes -
Please relocate the popup that appears every time you do an update to a contact. It blocks the 3 dots.
Pop ups should not disable features due to their location on the screen. When you get good at JN, a 3-4 second delay due to the pop up is like listening to that stock answering machine message for the millionth time.
8 votes -
Better User Interface
Improved User Interface on web
90 votesLots of ongoing work around new sales experience, a sidebar for job/contact details, board improvements, and more.
-
76 votes
Would this be for providing emphasis on certain products/services, or certain aspects of products/services? Do you have examples that you could share with us, or specific cases where this would be useful?
- Don't see your idea?