General
138 results found
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Tax Exempt for Contacts/Jobs
Would like the ability to mark contacts/jobs as Tax Exempt in JobNimbus such that it can sync to QuickBooks.
2 votes -
Automation for when a payment is made in Quickbooks
There is currently an automation for when a payment is made in JN but it does not recognize it when that payment comes from QB first and then into JN.
2 votes -
2 votes
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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.
2 votes -
Another Documents tab in the contact/job
Logo Blake wants to have another documents tab in the job/contact but one that has the ability to change visibility within access profiles. This is so they can have an everyone documents section and a limited documents section which is just keeping the documents safe.
2 votes -
Add a type of "Invoice" to Product type list.
Add a type of "Invoice" to Product type list.
2 votes -
Manually change work order number
Logo wants to be able to change the work order number and make sure that he can change the number before the work order is fully created
2 votes -
Be able to flip through Documents Like Photos
If we could flip through documents the same way that we can with photos, that would be a huge time saver when i am building budgets and closing out jobs. I would save at least 5 minutes per job, which would save me about an hour per week.
1 vote -
Change the SumoQuote title page to display sales person info instead of general company info.
The customer wants the title page to reflect Sales Person info instead of the general company info currently displayed on the title page.
2 votes -
Document time stamp
When a document gets uploaded to a contact or job seeing the date and time is needed.
2 votes -
Logo wants Eagleview to go back to where they will not have to log in everytime to submit a report to JN.
Eagleview Login
2 votes -
Change "Estimate" to "Quote"
I want my quotes to reflect that they are not subject to change. "Estimate" implies that it could vary, and I know I can change the header/title on the estimate to be "Quote" but I need all instances of the word "Estimate" to become "Quote" like the "estimate total" at the end of the doc.
2 votes -
Mass delete tasks
Customer finds tasks annoying and wants a means to delete all tasks / multiple tasks, en-mass.
2 votes -
More font size options throughout NSE
customer wants to be able to edit font sizes on all pages within NSE
2 votes -
More tabs for quote details page
customer loves the g/b/b but sees value in adding more tabs than the current 3
2 votes -
Offer tiered subscription options
Provide tiered subscription options for smaller companies that would prefer to use a basic functionality of the CRM without the additional updates/upgrades that are weatherguardkeri@icloud.combeing made.
1 vote -
Estimate Signed Status
Be able to manually change the signed status, so if printed and signed via paper the logo can change the signed status
2 votes -
Just showing the Quote subtotal to customer in New Sales Experience
Logo would like to hide the taxable subtotal, HST and the total from the customer in NSE
1 vote -
Bulk Work Orders
It would be really helpful to be able to download all work orders for a specific sub at one time. That way I could send the subs all the work orders for the upcoming week.
1 vote -
2 votes
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