General
856 results found
-
Material Order Delivery Time and Method
When editing a material order, there is a Delivery Date, Time, and Method. It would be great if this would show on the PDF. That way we can see it once downloaded.
2 votes -
Attachment Type Report
We need a report that allows us to view our attachments. We have a wide variety of attachment types and primarily work off of those. Being able to see a report that can handle counts and filters, related records, etc would be extremely helpful.
2 votes -
Ability to Hide Notes on Mobile App
I really feel like having the ability to hide notes as a feature in access profiles would be a helpful feature. Or at least the option to default to hide notes only otherwise selected.
2 votes -
Bulk removal of line items
Customer would like to see the option to remove line items in bulk - ESPECIALLY FOR NSE - as using the layout/template library imports a ton of line items with no labor/material pricing - customer would like a means to remove those from the product and services screen in bulk.
2 votes -
Contacts Show Only for who they are Assigned to
Yes, we can filter out contacts from users on the app, but they can still access contacts that are not theirs
1 vote -
Edit Payments info columns on home page
Want to add a column for sales person
1 vote -
Force logout
After resetting the password on a login, it would be nice to force log out all users logged into that account. They updated their field login
1 vote -
Adding exponents into calculations
adding exponents capabilities into the calculation fields would be extremely handy. This is very useful with fencing calculations / concrete calculations, and would help cut down on confusion when entering complex calculations as a lot of logos forget the correct order of operations for mathematics.
1 vote -
Original SumoQuote Tokens Reinstated
I would like the original tokens that were usable on SumoQuote to be available again.
1 vote -
Pull Payment info to job details
want to have an easy way to pull information from the job into created job fields
1 vote -
inspection report
Create a specific report for inspections
1 vote -
@everyone in a task
when we are communicating in a task or anything with several members can we start using @everyone instead of mention each person
1 vote -
Manual Signature Required
Logan reports it would be super handy to have a means to manually sign an estimate. This is super helpful for material and work orders (ensuring quantities and measurements are moved over appropriately) ... currently he needs to secure a signature from his customer prior to converting to material order and can slow down the workflow
1 vote -
Material and Labor Cost Totals *after* Markup
Legacy Estimate totals currently show Material Cost, Labor Cost, The total cost, the markup percent and amount, then the subtotal of all of that together. For visibility, we need to have the Total Material Cost after markup as well as the Total Labor Cost after markup. It could just go above the subtotal.
2 votes -
Legacy Estimate Taxes Should Match Invoices
It was recently changed so that taxes on invoices can be handled at the invoice level, but legacy estimates are still just by line item. It should be possible to make the function match between the two. Either make legacy estimates work like invoices or make it so they can be toggled.
2 votes -
Google Calendar Sync on iPad
With field users becoming mobile only, we need a way for them to enable the Google Calendar Sync. The existing method depends on going into Profile from the Web Version of JobNimbus
3 votes -
Option to exclude jobs from email automations
Tina notes that the email automations are great, but there are situations when a job/contact should be excluded, and would like to see a toggle or check box to omit a job/contact from the email automations
2 votes -
Multiple selection of options for the Contact/Job Fields
If the Contact/Job Fields had the ability of selecting multiple options, instead of only one, this would be useful to reporting on the multiple variables for the project's management.
1 vote -
Support Vector Images for Logos
Logos are not scaling nicely, would be handy to support vector image files so customers are always presented in the best possible manner.
2 votes -
SumoQuote - Require Product Selections
In SumoQuote, the Product Selections on the Authorizations page should be able to be required. That way the homeowner has actually to make the selection when they sign. Otherwise, a signed quote might be missing key information required to order materials.
2 votes
- Don't see your idea?