General
1013 results found
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1 vote
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Multiple signing&upgrades pages for each page that exists on the estimate details page
Right now, in the New Sales Experience, you can specify different estimates from the estimate details page, but you can't differentiate between those separate estimates on the signing and upgrades page. It would be nice to have a feature to allow separate signing and upgrades pages for the separate estimate on the estimate details page, to keep the upgrades for each estimate listed independently from the others that don't apply.
4 votes -
Exclude Sales Rep Assignments from SQ Project Search
In SumoQuote Standalone, when searching the project list for a name it currently includes results where the assigned sales rep has a matching name. This makes it tricky when searching for common names if they happen to be shared with a sales rep. It would be great if this could be made to exclude this, or at least to make it a toggle.
2 votes -
Automation to assign Job
Ability to create an automation that will assign a specific team member to a job when the status is modified.
5 votes -
Bulk Edit Custom Fields
Bulk Edit Custom Fields - User trying to edit custom field called team lead based on sales rep groups
2 votes -
1 vote
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1 vote
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Mobile app Home page customization
Would like to edit/filter what appears in the 'Today' section on the Home screen
1 vote -
be able to filter by custom fields in a classic report
We have a lot of custom fields in JobNimbus and it would help out workflow if we could create a filter in classic reports to search for these custom fields.
1 vote -
Auto CC Invoice Emails (including to non-users)
Need to be able to set an automatic CC for invoice emails. It needs to be possible to be someone outside of the organization. It could work as a n automation if there was an option to set up a CC on automation emails.
5 votes -
[STILL] Very Slow Load Times
Each page takes 5-10 seconds to load. This is way too slow. Also, if you try to open more than 1 tab by clicking "control + Click", all additional tabs never load. You get stuck on an infinite loading screen VERY VERY often. My entire team of 20+ users run into this on a daily basis. It happens consistently. It is VERY frustrating when literally 50% of my time using Jobnimbus is wasted staring at a loading screen. The "recent updates to improve speed" have not made any difference. The software still loads extremely slow compared to other CRMs we…
1 vote -
Ability to hide map view from Team Member to Team Member
We would like the ability to hide the map view for all team members to selective team members to view only where there locations are.
1 vote -
Split payment across multiple jobs
In JobsV2 having the ability to apply a payment to multiple jobs and invoices manually from the contact financials page and not from each job individually. Want to be able to add one payment and choose any invoice to apply it to even if it is not the same contact or job.
4 votes -
QuickBooks Sync Commissions to JobNimbus
I’m able to put the commission on the paycheck in QuickBooks and assigned it to a customer, but it doesn’t move over to JobNimbus. That’s how I’d like to see it work so the sales people could see the commission they were paid on the job and we could also track commissions in JobNimbus as well as QuickBooks.
1 vote -
job automation to pull invoice details
I want to be able to create a job automation so that if the job has been in a status for so long it will trigger and be able to send an email with a link to the invoice. Would prefer this over using only invoice status as the trigger
1 vote -
1 vote
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1 vote
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Recent Jobs Search History
I am a former Job Progress/Leap customer. They had this feature, and it was extremely helpful for the entire team; and it seems simple to integrate into JN.
On the top bar menu, there is a "recent" tab and when you hover over it, it shows the 10 most recent jobs/customers that you have viewed. This makes it very easy to go back to customers you were just looking at. Because as of now, in Jobnimbus you have to manually type and search for that same job every time you want to see it again. Even if you JUST searched…
1 vote -
HTML rendering in notes
Would like to use Zapier to POST notes and include HTML formatting in those notes on new JobShell
1 vote -
Permission for Marketing tab
Right now everyone with computer access can access the marketing tab. We only want Admins to
1 vote
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