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JobNimbus Feedback

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45 results found

  1. SQ Feature Request - Adding the ability to pass an estimate number through to QBO

    QBO has changed the way the invoice and they now require an estimate number. This logo has requested we add the ability to pass an estimate number from SumoQuote into QBO at the time of export.

    1 vote

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  2. Invoice Totals in Financials Tab

    I would like to be able to see the totals for all my invoices on a contact or a job when viewing them in the Financials tab like I can with the payments.

    1 vote

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  3. Remove Product and Services Character Limit

    Currently there is a limit of 31 characters on the names of products and services. The request is to remove the 31 character limit, especially for accounts that don't have the QuickBooks sync enabled.

    1 vote

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  4. MO recognize taxes when created and converted into invoice

    When creating a MO from scratch without converting from an estimate. The taxes are included in the products and services however, do not populate in the Material order unless you create an estimate and convert to a Material order and then convert to an invoice.

    1 vote

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  5. Side Bar - Recent Activity

    It would be good to see recent activity, notes, and uploads in the side bar

    1 vote

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  6. Adding Budget Name

    Would like to be able to name budgets in addition to the number.

    1 vote

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  7. Add Address Field to Contact Creation

    In Jobs V2, there is no option to add the address to the contact when creating a contact from the + at the top of the screen. This is causing users to have to edit the contact to add the address after it has been created and causing issues with syncing to SumoQuote.

    1 vote

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  8. Dynamic Form Options

    I would like to be able to create a form template that only shows certain sections when I have previously selected a specific option. For example, if I want someone to select a shingle type, I then want additional questions to appear based on that shingle type.

    1 vote

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  9. Status Change Activity Report

    I would like to be able to create a classic report that shows me specifically only status changes to contacts or jobs and not all contact modification activities.

    1 vote

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  10. Invoice payment terms

    Have the option for Net90 as a payment term for an invoice.

    1 vote

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  11. 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

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  12. 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

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  13. Limit Access to Eagle View

    Create option to limit who has access to order Eagle View reports in Access Profiles.

    1 vote

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  14. 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

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  15. 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

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  16. 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

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  17. 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

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  18. JobNimbus pop ups

    get rid of these stupid pop up things when I open JobNimbus.

    48 votes

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  19. 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

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  20. Create a 'Return to Top of Page' button

    Move to top of page button at the bottom of the screen when scrolling

    2 votes

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