General
475 results found
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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 -
invoice regardless if signed
Want to have the ability to create an invoice from an estimate without being signed. For elderly who like pen and paper its a hassle recreating the invoice from scratch
1 vote -
Payment Options - Add Payment Types e.g. Venmo, CashApp, Crypto etc
When having to go back on a payment, we need to know exactly how it was paid. I'm putting credit card on my Venmo and CashApp payments and when having to go back to find this payment for some reason, I'm going to my credit card transactions and not finding them because they aren't properly marked.
1 vote -
Email templates in NSE
The formatting of these email templates seems geared towards a mobile experience. Customer notes that the text seems to only consume about a 1/3 of a page when viewed on a desktop. Customer would like to either have these templates consume the entire page (instead of just the center 1/3) OR to have a toggle switch to "optimize for mobile or desktop" experiences.
1 vote -
2 votes
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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.
3 votes -
Autopopulate secondary email address on compose
Would like the secondary email address for a contact to populate when composing a new email for the contact.
1 vote -
Job Subcategorization
Would like to subcategorize jobs by construction team.
1 vote -
Multi-day tasks
Multi-day tasks rather than just a date range.
1 vote -
1 vote
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Export Budget as PDF
Ability to export a budget as a PDF
1 vote
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