General
871 results found
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NSE Ad Hoc Items on Mobile
On Web, I can create Ad Hoc items (items that are not part of my Products & Services), however if I try this on Mobile, it ends up doing a search and indicating the item doesn't exist. I would like to be able to do these on mobile just like on web.
2 votes -
Move next button to the right side
At the moment, for SumoQuote and New Sales Experience, the next button while signing is on the bottom left instead of the bottom right, which can result in confusion. It would make more sense on the bottom right, like most programs, since people read from left to right.
2 votes -
Photo Type
Please update the way photo type can be saved. It would be great to be able to select multiple photos at the same time to change their "type"
1 vote -
1 vote
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County auto populating
Having to option to have a county populate when putting in the zip code so they can charge the correct taxes
1 vote -
1 vote
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Automation triggered by text/email response
when they send out an follow up automation text that when a customer responds to it the message doesn't go into unassigned. Or if there is a way to create an automation to trigger for a team member to receive all of those messages so they can filter them and get them out to the team member to reply to.
1 vote -
Approve team members created estimates
Ability for admins to force other users to get approval on estimates before sending them
1 vote -
Email Notification when email is received in JobNimbus
Receive email when an email is received in JobNimbus
1 vote -
Add Job Stage and Status to A/R Report
Would like the ability to add job stage/status to A/R report.
1 vote -
Event Based Automation on Email Status
Ability to trigger an Event Based automation based on Email Status
1 vote -
deleting timestamp on an uploaded photo
would like the option to duplicate a photo and be able to remove the date and timestamp already on the photo to use for social media without having to take two of the same photos with and without the timestamp.
1 vote -
1 vote
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Profit Tracker Improvements
We need to be able to populate from an invoice as opposed to the estimate, since using an estimate does not allow for us to account for change orders.
Will there be an ability to export data from the report, i.e. commissions? Currently we use budgets to pay commissions and have a simple copy/paste method which works well for payroll.
We do not see a way to calculate commissions based on actual costs. It appears it can only be done based on planned costs.1 vote -
{{CUSTOMER_INITIALS}} token - Grey Box
I don't like the page preview showing "JD" for the initials while editing a custom page that has {{CUSTOMER_INITIALS}}. Would it be possible to revert back to showing a grey box?
1 vote -
1 vote
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naturalForms Integration: Include All Template Fields
We need the naturalForms integration to include all the Template Fields that can be put onto documents, like Estimate Amount, Estimate Number, etc.
2 votes -
Wants the ability to sort a payments reports by payments not logged to an invoice.
Ability to sort payment reports by type of payment, ie. Payment that is not logged to the invoice yet.
2 votes -
Terminate Quote Links
We want a way to terminate the quote links so that the quote becomes unviewable. Prices may change etc so we would like to have that control over old or outdated estimates.
2 votes -
Able to turn off totals on estimate details page
We only want it on the authorization page
1 vote
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