General
1015 results found
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SumoQuote improvements on order editing - unable to open line item to edit to customize details specific to the job
Easily update the name/ description to add colors or other details such as where the item is coming from
1 vote -
Upload photo as an action for Automation
Have 'Upload Photo' be a possible action from an automation
1 vote -
Hyperlinks & Company Cam
Hyperlink support for Company Cam so that from the Contact/Job Record you can be directed to CompanyCam's record.
1 vote -
Forms activity in Reports
It would be great if activities such as Form Submitted was available, and a filter criteria for reports.
2 votes -
Layouts permissions
Logo is looking to limit visibility of estimate layouts. Specifically, he wants to ensure that if someone is a subcontractor, they can only access and create estimates from a specific set of layouts, rather than seeing all layouts the admin has created.
2 votes -
1 vote
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1 vote
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Customer Address in JobNimbus Payments Portal
Right now, the JobNimbus Payments Portal shows the name for the transaction data, but not address etc. Please add the other data as well.
3 votes -
NSE Auth Page Show Item Names
It looks like when viewing the PDF of the authorization page, it doesn't display the item name, just the description. Would like this to do both or at least be an option.
2 votes -
Adding additional characters to the Contact Fields
We created a custom field with the salesperson's direct phone number that gets inserted into the welcome letters along with the photo of the salesperson. This assures people that the person knocking on their door is from Anderson Roofing, not a random stranger.
We ran out of characters. Please increase the character limit availability on the contact card function. We need to be able to add three more names.
1 vote -
The optional field in the user profile for their job title to then be used in the email template insert fields
There should be an optional field for a user's profile to put in their job title that can then be used in template insert fields to better communicate with customers who are sending the email that an automation is set up for.
2 votes -
Notification for all email if they bounce, don't deliver, etc.
For all emails that go out not just for NSE
2 votes -
QuickBooks fees handled differently
The current process for fee reconciliation with JobNimbus Payments and QuickBooks is very time consuming
4 votes -
Ability to add image to automated text.
Would like to include the photo of the sales rep who will be coming to the home in the text.
2 votes -
1 vote
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Job filter on Contact Page
When viewing a Contact and all the jobs under the Contact, you can add columns and filters but they won't save as preferences. Want to be able to save as preferences for whenever I view jobs under the Contact
1 vote -
Location specific rates in profit tracker
We have to manually change it (for budgets) whenever it is a commercial job instead of a residential one
1 vote -
1 vote
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Re-enter account/routing number for JobNimbus Payments
Bounced checks due to incorrect account and routing numbers are avoidable and this would have made it so we did not churn
1 vote -
Assign Task Modification to Assignee
Would like to be able to have all team members view tasks, with limitation on the assignee being the only one who can edit or delete the task.
2 votes
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