General
243 results found
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Convert Unsigned Estimates
Users would like the ability to convert SumoQuote estimates to Invoices, Material Orders and Work Orders regardless of the signature status; similar to the behavior that previous existed with Legacy Estimates?
6 votes -
Ability to convert NSE without signature
Currently has to have estimate signed in order to convert to invoice, but does not really work because people prefer physical signatures, so i have to create invoice manually.
8 votes -
Addition of "Internal Notes" to NSE quotes
Customer loves the internal notes functionality of legacy estimates and would greatly value the addition of this functionality to NSE quotes.
6 votes -
SuperUser Access/ Impersonate Team Members
It would be extremely helpful to larger companies if there was superuser-type access where someone could impersonate team members to assist with troubleshooting before having to reach out to support. This would allow IT personnel to separate user error from actual technical issues etc.
4 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 -
Sign Off on Color
Want to have estimates show color options to the homeowner so they can sign off on their choice.
5 votes -
New Invoice Experience - Add Photos Feature
JobNimbus recently released the "New Invoice Experience". There is no option to attach images to the line items in the new invoice experience. The old legacy invoicing allows you to attach images. This is important to have available for contractors, especially when working with insurance.
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???
2 votes -
3 votes
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SQ - Orders From Unsigned Reports
Currently, we only have the option to create an order from a report once it has been signed. However, there are circumstances where we need that earlier. We need a way to convert an unsigned report to an order.
2 votes -
Advanced Workflows - Restrict Moving *from* a status
Would like the advanced workflow feature to also allow restricting movement out of a given status.
3 votes -
4 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 -
New Sales Experience Sales Rep CC'd
Being able to remove the Sales Rep CC'd in NSE.
2 votes -
Convert Estimates to Budgets Before Signing
Currently, fully signed Estimates can be converted to Budgets, but a drafted estimate cannot. This makes it hard if signatures are handled a different way or if the budget is needed before the homeowner gets around to signing. It would be better if we could convert an estimate regardless of the signing status.
3 votes -
Master List for Projects or Company
We would like a list of multiple people, their title, name, number and email for a project / company. When we look it up on the phone, we only have one number and it goes to the home office When we’re trying to call the superintendent, and we don’t have his name or title. We just call a number that pops up; then a secretary answers, we don’t know her name, she doesn't know what we’re talking about, and we look stupid.
2 votes -
Insights Goals For Comparison
It would be great if we could set goal metrics in Insights to then compare against the actual Insights Data. That way it can also track goals met etc.
2 votes -
Job Linking
Would like to be able to link a job to another user. On the web, you can copy the URL and send it, but on mobile, there isn't a way to do that. So an option to generate a link that you can send to another team member would be helpful.
2 votes -
Parent Record Address on Work Order Cards
On Boards, work order cards can be edited to show the parent record display name. However, they do not have the parent record address. Need to be able to display the address of the contact/job on the work order board cards so that we can easily organize.
2 votes -
2 votes
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