General
285 results found
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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.
8 votes -
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 -
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.
5 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 -
Search bar logic
Search bar is too specific
2 votes -
Mobile - Create Job & View Calendar Availability
Logo would like to be able to view calendar availability when creating a new Job on mobile app.
2 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.
2 votes -
Ability for more NSE Options
Logo would like the options to add more than three options on NSE Estimate for their customer.
2 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 -
Ability to manually change the Project number within NSE
The project number in NSE is a long string of characters and looks messy. The logo would like the ability to manually change that number or have the system generate a shorter, clean looking number.
2 votes -
Improve Calendar View Sizing
When the calendar has lots of tasks, the month view will load and then stretch the rows to fit the list of tasks. However, it stretches every row for the month, even if a whole row does not need it. It would be great of rows that did not have as much data would scale appropriately to reduce white space.
2 votes -
2 votes
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2 votes
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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 -
New Contact Defaults
Ability to set default sales rep and lead sources when creating a new contact
1 vote -
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
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