General
774 results found
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Tag Filters on Job Boards
We would like to have a tag filter added to the options on our job boards.
3 votes -
Option to update the type on existing products and services
Currently, P&S that were created prior to the new material and labor tracking UI, are not editable making it necessary to recreate the items. This is very time-consuming and not user friendly as this is a requirement
1 vote -
1 vote
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Board templates
To help board setups be a lot easier, we should be able to see more examples of how people set them up
1 vote -
Automatically upload estimates during dispute
To help the dispute process be more seamless
1 vote -
1 vote
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Adding GAF QuickMeasure Integration
Customer exclusively uses GAF QuickMeasure and notes it would expedite the quoting/estimating process to have a similar functionality that already exists with EagleView integration.
3 votes -
Automatically make job during import
when importing a contact it should also make a job to save time
1 vote -
Automated Emails from JobNimbus - Option to customize how they appear to customers
It would be awesome to be able to control how a customer sees email messages from JobNimbus. For example, instead of the subject line showing [company name] sent you a quote, it would be nice to be able to set it to [sales rep] from [company name] sent you a quote.
Just more options to control what goes into the automated emails
1 vote -
Customizable Lead Source
It would be nice if we could create a more customizable Lead Source option. A drop down when selecting referral so we can say who. This could tell me this % of leads came from State Farm but of that this % came from John Deer Directly. I would like to be able to manually enter a referral if it is not in the options list so at the end of the year we discover Mike Sour sent us 30 leads, we should send him a thank you.
1 vote -
Sample layout in layout library for CertainTeed Siding Monogram
Currently, there is a sample layout in the layout library for CertainTeed Siding American Legend, but it would be great if there were a sample layout in the layout library for CertainTeed Siding Monogram.
1 vote -
Add More customization to the Job Information
Add More customization to the job information. This would help to be able to have fields listed under the job information. Being able to select where the fields show on the job and under the information would be helpful.
1 vote -
1 vote
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Having separate measurement token for multiple buildings within the same job to allow for multiple quotes within one estimate for different
Having separate measurement token for multiple buildings within the same job to allow for multiple quotes within one estimate for different projects.
1 vote -
1 vote
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internal notes for estimates
would like the ability to add internal notes to NSE estimates
1 vote -
Able to manually send the SumoQuote quote sent webhook
For instances where the Webhook doesn't trigger automatically
1 vote -
Remove years from financing
We give a line of credit and can't have any years there
1 vote -
1 vote
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1 vote
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