General
970 results found
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Create Task Button
Wants a separate button to create a task from the home screen
1 vote -
Modular Homepage Buttons
Would like to be able to add buttons for things like "create contact" and reposition them on the homepage.
1 vote -
Hyperlinks in custom fields
Would like the ability to add working hyperlinks in custom fields
1 vote -
1 vote
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if start date is in the future
add a rule to automations "if start date is in the future" bc i've had people go back and edit a previous work order line item detail for whatever reason and it triggers my scheduling automation for any already completed project. I understand the text and email still lists the date a past date but it is confusing for customers
1 vote -
Profit Request in Classic Reports
I want to be able to see profit request for an invoice report
1 vote -
Add the related tab to Payments in financials.
I want the ability to see all payments made to all jobs on a contact.
1 vote -
Ability to move quotes to other projects in SumoQuote
Would like to be able to move quotes to other projects in case quotes are accidentally created under the wrong project.
1 vote -
Create & Edit options in Access Profiles to be separate permissions.
Wants separate permissions for users in Access Profiles to Create a Budget and/or Edit a Budget. Not the ability to do both.
2 votes -
The ability for all roles to create templates
User wants to be able to give permissions to a user to create Templates even if they don't have settings access
1 vote -
Multiple work orders
Want the ability to set up a notification when the completion of a group of work orders is complete
1 vote -
1 vote
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Documents - Limit Who Can Sign
It would be good to see in future updates the option to reduce who shows up as "Signers" when generating documents in JobNimbus. Our company has only two people who are authorized internally to sign, and it can be confusing for our users to know who to choose if 50 users are showing up in the drop down menu
Perhaps one idea would be making it so only the assignee(s) and sales rep(s) of a contact or job, would show up as "Signers" when clicking on "Add Signers" from a document.
Or perhaps have this added somewhere in settings where…
2 votes -
Separate Sales Calendar vs Assignee Calendar
Need to be able to filter the calendar for things the user is the sales rep of or for things the user is the assignee of. If the sales rep is only sometimes the assignee, then it creates lots of instances where it will show up twice.
2 votes -
2 votes
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Insert Logo onto Inspection Photos
In the New Sales Experience, I would like to be able to insert my logo onto the inspection photos so that it is overlayed. It would be nice if it could just pull my company photo. Even if the annotations could allow inserting an image and then resizing that on the inspection photo, then I could do it.
2 votes -
Ternary Operators in Product Calculations
For product calculations, would you guys allow inline javascript using ternary operators like this? It calculates correctly using test inputs, but it will not let me save the formula:
2 votes -
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
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