General
1017 results found
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Option to integrate other Financial Plans
We would love to be able to add additional financial plans in NSE for our customers where they can access the application in the same way they do for Sunlight and Wisetack financials.
1 vote -
AI Call Log Mark Unread Feature
It would be great to have ability to flag or mark call logs unread for the AI feature so that we can go back to specific ones later.
1 vote -
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
4 votes -
Save data when converting to a new Invoice Template
When I convert an estimate to an invoice template, and then choose to change the template for the invoice, all of the cost information is lost. The new template should preserve the cost changing all other fields of the template, but keep the cost information creating less work for me.
1 vote -
signature requirements
add the default ability to require a customer signature, and a signature from someone within the company on estimates
1 vote -
Cannot Copy and paste in Emails (New Jobs Layout)
Cannot Copy and Paste in Emails (New Jobs View)
4 votes -
Sumoquote Work Orders in JobNimbus
Would like Work Orders in JobNimbus to resemble Work Orders in SumoQuote
1 vote -
job details customization
ability to add and customize the fields on the job details drawer on the right side
1 vote -
2 votes
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1 vote
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Hiding Section Name on Estimate Details
Would like to have the option to hide the sections names on the quote details page
1 vote -
Commercial Contacts
Ability to add Commercial Contacts with multiple email addresses under it
1 vote -
1 vote
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Editing the Type in Job fields
When editing fields in Job Fields, if you are wanting to change the type of field for an existing one, you are not able to. Instead you have to create a new job field and fill out the information again. This takes a lot of extra time when you are editing multiple fields. Would love to have the option to not only edit the details of the field, but be able to change the type of field as well. Example: Change the phone number field to a decimal field without having to create a whole new field.
1 vote -
Custom field auto populate
Would like for custom job text fields to automatically populate with certain info. Like being able to populate a sales rep phone number field with a team members phone number.
1 vote -
Default sales rep
Would like a setting to control what default sales rep is selected to be assigned to a job when creating a job. Currently it leaves the sales rep field blank
1 vote -
1 vote
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1 vote
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1 vote
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1 vote
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