General
571 results found
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Custom Notification Titles
Would like to be able to customize the notifications that JobNimbus sends to your email.
1 vote -
New Invoice Experience - Option to edit line item descriptions
In the new invoice experience, it would be nice to be able to edit the line item descriptions from that page instead of having to go to settings, then products and services.
1 vote -
Map route
pull up a map of todays route: a way to look at a single assigned to salesperson's route and filter by the day. Sometimes we have 10 inspections in one day and it would be very nice to be able to see them on a map to plot it.
1 vote -
Add additional status' for estimates
Have the option of adding additional status' for job estimates
1 vote -
Add Photos To Line Items in NSE
It would be nice to be able to include photos on the line items in Estimate Details. Also would be good to have editable headers/footers on estimate pages so they can be branded, numbered, etc
3 votes -
3 votes
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1 vote
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1 vote
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1 vote
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Receipt printed in addition to Invoice
Would like a receipt created when an invoice is fully signed.
1 vote -
Total Flat area as a measurement token for SumoQuote / New Sales Experience
Since flat roofs are significantly different from sloped roofs I would like them to integrate with, say the Roofr integration
1 vote -
Emails - Download as PDF
It would be good to have the option to download email threads from the activity log as a PDF
1 vote -
Move Next on the Signature Page
We have had quite a few customers that can't figure out how to sign the sumo quotes. They are getting stuck on the page where it has the "next" in light green at the bottom left of the page. They don't realize they need to click that to move on and be able to sign the estimate. Can that be changed instead of saying next, maybe it can say something like review options and sign? This could be less confusing for customers.
1 vote -
SQ - Sales users can't see profit margins, labor / material breakdowns, etc
In order to keep sensitive information from sales reps, please add a permission so users cannot see material costs, labor costs and profit margins in the pricing link, or remove the link all together for users.
1 vote -
1 vote
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Insights Dashboard Home Page - Option to export
Currently, insights has the option to export reports from the other menus, but for some reason, the home dashboard does not let you export the data, such as YTD lead close rate. If you click on the percentage, it'll give you a spreadsheet report, but no option to export it.
1 vote -
1 vote
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MB Counter in Emails
When writing emails/sending attachments with the new 22 MB ceiling, have a counter that shows how many MBs you have left before it'll flag and not allow you to send.
1 vote -
1 vote
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1 vote
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