General
1061 results found
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2 votes
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Edit Design Layout per Estimate created
I built out all of my templates in NSE with the design layout that I choose, and noticed after that my company name does not fully show up on the cover letter. I did a lot of work to have to go back in and change the template design only to have it change over the entire platform, changing the formatting to where I have to go back in and edit all of the templates again.
1 vote -
SQ- Hide "Select Date" on Work Orders material Page
Would like to have the materials page toggled on when sending a work order and have the option to toggle off the fields for "Select date" and "Select Time".
1 vote -
Bulk Edit Custom Fields
Bulk Edit Custom Fields - User trying to edit custom field called team lead based on sales rep groups
1 vote -
Make the review and sign quote button more obvious
People miss the button, especially when there's a PDF attached by default in SumoQuote
1 vote -
5 votes
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1 vote
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SQ Integration with SVC Financial
Would like to have an integration with SVC financial such that customers have the ability to click and apply for the financing directly.
2 votes -
Zip Code to Fill City/State with Enhanced Jobs Experience
The previous job experience would auto-fill the City and State when we entered the Zip. After the switch to the Enhanced experience, this does not work. We need this feature back because it speeds things up.
2 votes -
2 votes
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Require Internal Notes
It would be great if we could make internal notes required for estimates etc
3 votes -
Static timezone on mobile
When a mobile phone goes to multiple states it can be hard to keep time zones straight
2 votes -
1 vote
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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.
3 votes -
Multi-Building Estimates in a Single Estimate
I’d like the ability to create a single estimate that includes multiple buildings (like a house and a garage) with separate sections the customer can view and optionally include in their bid. Currently, we use the "Good / Better / Best" format for upgrades, so it can’t be reused for building separation. Expanding the number of quote option pages or allowing a 4th or 5th option with the good/better/best would streamline our workflow and make the estimate clearer for the customer, without requiring separate estimates for both the separated garage and residential roof on the same job.
1 vote -
multiple estimate options
Would like to see the ability for more than 3 estimate options per doc
1 vote -
Ability to create a supplement associated with an existing insurance job/estimate.
Clearly delineate supplemental costs from the original estimate in job records.
Notes for justification (e.g., photos, insurance adjuster notes)
Tracking of approval status (e.g., pending, approved, denied)
Integration or export to insurance documents or PDF summaries
1 vote -
SumoQuote Invoices to Sync to QuickBooks
SumoQuote Invoices to Sync to QuickBooks
1 vote -
Integrated Time Tracking for Job Costing
It would be incredibly valuable to have a time-tracking feature in JobNimbus that allows employees and managers to punch in or manually enter labor hours directly each day. This would streamline job costing by tracking labor costs more efficiently without relying on third-party software.
Key benefits:
- Integration with popular payroll and accounting software like ADP and QuickBooks.
- Ability to export hours seamlessly for payroll processing.I’d gladly pay extra for this feature as it would save significant time and simplify tracking labor costs, which is currently cumbersome and expensive through third-party tools.
Thank you for considering this!
4 votes -
Estimate completely optional, only signing and upgrades
Want to send a special quote
1 vote
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