General
763 results found
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(SQ) SRS Integration
SumoQuote integration with SRS, similar to how JobNimbus integrates with SRS, or even an API endpoint to price lists
1 vote -
Ability to delete photos/documents attached to emails
The ability to delete a photo or document that is attached to an email via the documents section of the job or contact
1 vote -
1 vote
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Standalone SumoQuote: Uploading multiple photos at once
It takes up a lot of time to upload photos one by one, would be very helpful if that was faster
1 vote -
1 vote
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View Saved Spreadsheet Files
Would like to be able to save spreadsheet files into a job and have it viewable on JobNimbus. Right now I can save them, but I cannot view them without downloading.
2 votes -
Expiration time of estimates sent
When we send and estimate to a potential customer, the link expires after 48 hours and causes more work for us as we have to resend the estimate.
We should be able to change the time the link expires or at least give the customer 2 weeks to look over an estimate to be able to review and think about their options.
1 vote -
Multiple Emails attached to a Job
User would love to add multiple emails to a job. He would like to be able to send invoices, estimates, documents, etc. to multiple people through the job menu.
1 vote -
Phone Number Labels
Would like to be able to add a label to different phone numbers listed under a job or contact. It would be nice to be able to label if the phone number belongs to the owner, property manager, landlord, etc.
1 vote -
Delete/Hide Locations
Would like the option to remove or hide any locations that are currently not active as they can make the list difficult to manage.
2 votes -
The capability to save reports from the Insights dashboard like you can in Classic Reports.
Saving Reports In Insights
3 votes -
Move Jobs between different boards
While you can move jobs from one status to the next, it would be nice to be able to move them to a status from a different board. This could be done via a dropdown
1 vote -
Disallow adding jobs to contacts you're not assigned to
Disallow adding jobs to contacts you're not assigned to, even if the contact workflow is available to everyone. This is about integrity
1 vote -
Wants the option to hide descriptions on P&S
sometimes they may use supplies from different suppliers in one job and if quote details has a specific product they did not deliver it can be an issue with the contract
1 vote -
2 votes
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Customize Sections in Invoice Template
I would like to be able to customize the different boxes in Invoice Templates (example: customer info, job info, sales rep info, etc.) to add my own formatting and boxes in those spaces.
2 votes -
Admins able to change profile settings
As an admin, I would like to be able to change things like profile settings, calendar views, and what's on the dashboards for each of the users.
1 vote -
1 vote
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Map-based schedule - Idea
In future updates it would be nice if your maps had the ability to route the best routes for getting to a worksite, materials, e.t.c
Also would be nice to have all of the appointments/tasks show up on the map when tapping on the location
1 vote -
Void Estimates - Recover dollar amount
It would be nice to have some sort of way of recovering the original dollar amount on a voided estimate through classic reports. Whether the dollar amount shows in the activity log of the estimate, or if it can be shown by filter/column in classic reports, that would be very helpful!
1 vote
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