General
870 results found
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Hide Old Documents
When looking at sent documents (under a job) that have been canceled or they are just old documents, there could be a "Hide" feature because the documents can't be deleted. The logo doesn't want to have it be cluttered when looking at their documents.
2 votes -
automatic email forwarding
wants the emails to automatically forward after updating the business email
1 vote -
Customizable contact/job screen on mobile app
To customize what details are shown on the top screen when viewing Contact/Job
1 vote -
Limit Sales Persons from being able to add ad-hoc line items
it would be preferred if customers can set a guard rail against ad-hoc items. That sales users can only use existing layouts and associated line items - prevents confusion and unneeded line items
1 vote -
Resize Company Logo
Would like to resize the company logo in the estimate creation screen to better fit the estimate.
1 vote -
Calendar Top/Bottom arrows to toggle from Month to Month
I would like to have the function of toggling through the calendar at the top and the bottom of the calendar to go from month to month.
1 vote -
Improved Job Scheduling
Currently, it is possible to schedule a job, but you cannot do so twice. It would be great if we could schedule jobs more than once and have each instance show.
2 votes -
Mobile App - Credit Memos
The desktop version of JobNimbus has credit memos available in financials. I don't see this available in the mobile app. Could we add Credit Memos to financials in the mobile app?
2 votes -
Need to be able to hide/move the "Get Started" and link to Resource Center
Currently when creating layouts / templates in NSE, these buttons block the excluded pages section making it extremely difficult to add/remove pages from that section.
2 votes -
Turn off default related checkbox marked
turn off the related checkbox by default on contacts and jobs. This makes it difficult to view the activity on a job
2 votes -
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
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