General
1011 results found
-
Material Order Template Line Item editing
Ability to edit the line items of the Material Orders at the template level
1 vote -
SQ- Add several PDF's into one quote without each being a custom page
Would like the ability to add in single use PDF's into a quote and have customer toggle through them rather than have them added as individual custom pages.
1 vote -
Ability to add more task to the calendar drop down meny
I would like the ability to add more tasks to the calendar drop down menu, there are not enough options.
1 vote -
Just showing the Quote subtotal to customer in New Sales Experience
Logo would like to hide the taxable subtotal, HST and the total from the customer in NSE
2 votes -
Insights Goals For Comparison
It would be great if we could set goal metrics in Insights to then compare against the actual Insights Data. That way it can also track goals met etc.
2 votes -
Job Linking
Would like to be able to link a job to another user. On the web, you can copy the URL and send it, but on mobile, there isn't a way to do that. So an option to generate a link that you can send to another team member would be helpful.
2 votes -
Parent Record Address on Work Order Cards
On Boards, work order cards can be edited to show the parent record display name. However, they do not have the parent record address. Need to be able to display the address of the contact/job on the work order board cards so that we can easily organize.
2 votes -
Stop Reset Password Link from Triggering every time there is an update in the app.
Would like the ability to be logged out of account when there is an update instead of being logged out and having our passwords reset every time. We have to not only reset, we are not able to use any of the same logins again.
1 vote -
Jump to bottom button
Button on boards that would allow you to jump to the bottom of a column
1 vote -
Auto logout feature
Would like JN to have an option to log out when the window is closed
1 vote -
Calendar Task Association
Would like the ability to have an assigned task autofill the team members assigned to a certain group so that I don't have to manually enter them into the task every time.
1 vote -
Ability to edit forms after saved
Customer requesting to have the ability to edit forms after they have already been saved. this is useful for change orders, work orders and many other reasons and would be a massive improvement on how forms currently functions.
3 votes -
2 votes
-
Limit quantity decimal with supplier integration
If the quantity of an item on a material order (SRS) contains a decimal, the system does not automatically round that number up, and ultimately prevents the user from placing the material order. The pop-up notification given simply states, "There was an error submitting the order", this causes confusion and does not provide the reason or solution.
The Order Preview does list a Note which states, "This supplier only accepts quantities that are whole numbers. Any quantities that were not whole numbers have been rounded up to the nearest whole number." Again this would cause confusion as the user would…
2 votes -
Listen to Audio Files
Would like the ability to listen to Audio Files within JobNimbus
2 votes -
Credit Memos not Amount Paid
Currently, Credit Memos are counted against invoices as "Amount Paid" so when reports are exported the "Amount Paid" won't always match the sum of payments. It would be better if this could be either included or excluded by our choice.
2 votes -
SumoQuote Emails sent from Sales Rep email
Right now when emails are sent out from SumoQuote they are all sent from the same email address, but they would like to all be sent from the same person
1 vote -
Search Bar Function for emails and phone with characters
It would be very helpful to our team if we had the ability to search for jobs/contacts by email and that we could copy and paste the phone number and not have to remove characters to get the job/contact to populate.
1 vote -
Payment Reports - Taxes Column/Filter
It would be good if payment reports had the column and/or filter for keep taxes separate
1 vote -
Material Orders QB Sync
Add ability for Material Orders to sync to QuickBooks
1 vote
- Don't see your idea?