General
783 results found
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Automatically Enter Text Field When Adding Line Item
On work orders, when you click to add a new line item, you then have to click on the new line item's text box to start typing in it. This should be the place the cursor starts in automatically if you just added it. This should be true any time you add new lines/sections to any of these kinds of documents.
2 votes -
Convert File Types PDF, PNG, JPG, JPEG, etc
It would be nice if we could convert file types within JobNimbus. Like if a saved PNG could be converted to a PDF etc
2 votes -
Drag & Drop Photos/Docs to Switch Tab
It would be nice if we could decide whether a file was a Document or a photo and if we could just drag them from one tab to the other.
2 votes -
SumoQuote Labor Pricing & Material Pricing on Orders
When creating orders from signed quotes, it would be great if we could have them selectively fill either the material cost info in the case of a material order or the labor cost info in the case of a work order. Cost/Margin/Price could still be optional just like the quote. Then display totals etc. This would make it easier to sub labor out or provide specific info to 3rd parties or team members.
2 votes -
2 votes
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Edit Work Order Line Item Amount
It would be nice if, on work orders, it were possible to directly edit the Amount. Typically, this is a combination of the Quantity and the Price, but it would be nice to edit it directly.
2 votes -
1 vote
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Choose Contact/Job photos on Mobile
Only option to add photos to a conversation on Mobile is to pull photos from Contact but Job photos are not available.
1 vote -
1 vote
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Separation of products and services
Customer does HVAC and roofing, would like to be able to separate the products from the other
1 vote -
Bulk Photo Download - PDF Generator
When clicking on Download All from photos, it would be nice if instead of compiling all the photos into a zip file that the system instead gives the option to download all photos into a PDF.
1 vote -
Hiding Financials from team
I need the ability to hide the PDF document from my team members by default. I don't want to have to hide the document every time that I go in to edit the Estimate. My members do not need access to the financials on the estimate.
1 vote -
Auto Populate Secondary Measurements From EagleView Report
Logo would has built out the Tokens and Calculations for things like Siding and Masonry but would like to have that information auto populate from the EagleView Report.
1 vote -
1 vote
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Links in Quote Details
Ability to add links to the quote details section of NSE estimate
1 vote -
Edit employees contact cards with more info
Edit employees contact cards with more info
1 vote -
Ability to color code work orders
Would like the ability to color code work orders so they show up as different colors in the calendar. This would help greatly in differentiating between them.
1 vote -
Insights to link with SumoQuote for reporting
Use Sumoquote estimates in insights
1 vote -
Location based email
Separate emails for different locations
1 vote -
1 vote
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