General
243 results found
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Note Attachments on Mobile
On web, it is possible to add attachments to notes. Photos, files, etc. But on mobile app, you can only enter text and cannot add attachments. Need the note attachments expanded to mobile as well. Photos and files.
2 votes -
1 vote
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1 vote
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More font size options throughout NSE
customer wants to be able to edit font sizes on all pages within NSE
3 votes -
Ability to hover over boards list
When editing Boards list, the names get covered up unless your editing. Would be nice if you were able to hover your cursor over these names and it will show you the whole name when editing your lists.
1 vote -
1 vote
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Mobile App YouTube Training Videos
Logo would like to see Mobile App training videos added to our YouTube Channel.
1 vote -
Edit Estimates/Documents After Signature
I have had several instances where we have created the estimate and/or contract and requested the signature only to need to change something in the estimate or contract after meeting with the customer (such as editing the shingle color or updating the warranty years and price if they choose to upgrade) and have had to create a whole new document/estimate because I am unable to edit the one that already has requested the signature. If they haven't signed the document yet then I should be able to edit it and resend it rather than make a several versions of them…
1 vote -
2 votes
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Permanent Logs of Deletions
Currently, the permission in access profiles for "delete records" applies to things like contacts and jobs and activity logs. We need to split those up or create a way for us to see if someone has deleted their deletion activity. It could be a specific kind of report/view or even something that requires contacting JobNimbus, at least. SuperAdmins/Owners just need a way to see if users have deleted the activity, and you can't grant the ability to delete contacts without also granting them the ability to delete that same deletion activity record.
2 votes -
(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
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