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JobNimbus Feedback

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133 results found

  1. 1 vote

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  2. Default Job Name Format

    Add option to create a default format for display names such as "[Job Number]-[Customer Name]" such as "123 John Smith".

    1 vote

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  3. Salesperson Activity Visibility

    Nice to have a view of sales person activity based on recent documents added, notes or w/e else the sales person does and get an overview on. Customer would like to be able to pull a report that can show "SalesPerson 1 did _____" on a granular or quick glance level.

    1 vote

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  4. 1 vote

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  5. Organize Calendar for Multiple Individuals

    Instead of seeing the task, work order, or material order multiple times on the calendar, I would like to only see it one time when I have multiple people selected.

    1 vote

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  6. Select All for Team Member View on Calendar

    I would like the ability to select and deselect all team members on the calendar (also subcontractors) like I can with tasks

    1 vote

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  7. NSE estimate settings/estimate detail page to include unit of measure column

    In NSE the ability to add a column via the estimate settings to add a column to the estimate details page to include the unit of measurement for a product.

    1 vote

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  8. 1 vote

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  9. SQ - Being able to set the default tab between "Shared" and "My" sections throughout SumoQuote

    Include the ability for customer to select a default tab between "Shared" and "My" tabs so SumoQuote will always default to that selected tab.

    1 vote

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  10. Markup TOTAL (not percent) in classic reports

    The markup column in invoice reports currently gives a percentage, not a total dollars amount. at the moment the best workaround is to export the report and run a calculation

    1 vote

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  11. 1 vote

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  12. 1 vote

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  13. Contact pre-populated fields make a requirement

    The ability to make the default contact fields a requirement that are pre-populated by JN

    1 vote

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  14. Insights Columns match Exported Data

    As I can modify which columns I can view within the Insights page (i.e. remove "Lead Source" or swap "Close Rate" and "Lead Count", etc.), I would like these changes to also reflect on the report that I export when I download the data.

    1 vote

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  15. 1 vote

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  16. 1 vote

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  17. Budget editing permissions

    Have the budgets set to only allow for an admin to mark the budget as paid or unpaid. For the user access to view a budget not allowing them to be able to mark the budget as paid or unpaid

    1 vote

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  18. General Address book within JobNimbus

    A lot of contractors work with subcontractors and they fill the labor portion of the job. If you are just working inside of the main contact window in the activity log and want to send an email to a subcontractor through the work order, it becomes tedious. Have the subcontractors email pre-populated, from a centralized address book separate from the being connected to the work order or have to key it in. There is room for error. If I could go to the "address book" and type in their email address and it will populate so that they can send…

    1 vote

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  19. 1 vote

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  20. SQ - Add the ability to archive a project from the project screen.

    Add the ability to archive a project in SumoQuote from the same list where "Won, Lost and Open" are selected from.

    1 vote

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