General
1031 results found
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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 -
Job costing in work orders
Would like to have these 4 pieces of information on the work orders:
Total price
Revenue
Profit
Profit MarginIt's more convenient than in the estimate or the job costing feature.
1 vote -
Improved Search Function - Products and Services
Products and services search function doesn't always find the product. Would like the search function to be improved.
1 vote -
Refined Automation Options
More refined conditions and options for automations
1 vote -
Field users able to sync to Google Calendar
Logo wants their field users to have the capability to sync to Google Calendar.
3 votes -
Would like payment status for JN payments to show on the app
I would like the payment status to show on the app. I am generally on my phone and would like to see it there, not just the desktop.
1 vote -
Page numbers on the pages.
page numbers on docs
1 vote -
Multiple Emails attached to a Job
User would love to add multiple emails to a job. He would like to be able to send invoices, estimates, documents, etc. to multiple people through the job menu.
2 votes -
Automation JobNimbus Notifications
Ability to choose to send account notifications from an automation instead of just text messages and emails
1 vote -
1 vote
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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 -
Estimate emails
Would like to be able to be prompted to create an email, or add a note in the email when sending the estimate from the financials page
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
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