General
1024 results found
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Customer Access Portal in JobNimbus
Logo would like to have the ability to have their customers access their job in JobNimbus to where they can see certain parts of the process and where it is at.
12 votes -
1 vote
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2 votes
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Add more than one image to the Title Page in SumoQuote
Would like the ability to add more than one photo with a logo in SumoQuote.
9 votes -
Ability to convert NSE without signature
Currently has to have estimate signed in order to convert to invoice, but does not really work because people prefer physical signatures, so i have to create invoice manually.
46 votes -
Supplier column
want to be able to add suppliers other than integrated suppliers so they can see where the material orders were sent at a glance
2 votes -
Signed date column on the financials page (First Look)
Want to be able to see when the contract was signed at a glance. Having a column for that would be nice
2 votes -
AssistAI: Show Caller ID on Transferred Calls
Add ability to display caller ID on transferred calls so users know who is calling before answering.
2 votes -
NSE EagleView Order Activity Notifications
With the way NSE EagleView orders work, there is no activity posted to the job to show it was ordered or when it is completed. It also does not notify the person who ordered it unless you add your email at the end of the process. Should be able to have the sales rep/estimator notified automatically.
2 votes -
Add Subcontractor as recipients to task (New Jobs Shell)
Need the ability to add subcontractors as recipients on a task from the job in the New Jobs Shell. Currently can only add them from the calendar. This creates more work for us.
1 vote -
Upcoming Custom Invoice Due Dates in Accounts Receivable
We would like the Insights Accounts Receivable report to display upcoming and overdue payment installments based on each payment date within a job’s invoice, rather than only the final payment due date. This would make it easier to track split or custom payment schedules, improving accuracy and record keeping.
2 votes -
Manual Profit Margin
Allow the ability to set a specific profit margin for all line items in an estimate. For example a 25% profit margin adds 25% to all items, not adjusting items to make a total 25%
1 vote -
1 vote
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Restrict Access to Assist AI Settings
we need the ability to limit access of the assist ai settings to admins or specific users
2 votes -
1 vote
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NSE breakdown in the Mobile App
Would like to have the same breakdown on the New Sales Experience estimate in the Quote Details Page on the app as well as the desktop.
3 votes -
Contact details drawer customization
Would like to see an option to collapse the contact details drawer upon opening a job
1 vote -
1 vote
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Automation expanded conditions
Would like to see automations include more trigger conditions, i.e; job/task start date/time
1 vote -
1 vote
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