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JobNimbus Feedback

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I wish JobNimbus had...

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804 results found

  1. optional upgrades section on authorization page to be formatted similarly to quote details page (g/b/b)

    1 vote
    0 comments  ·  Admin →
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  2. Single use PDFs in NSE to pull from uploaded PDFS uploaded to the associated job.

    1 vote
    0 comments  ·  Admin →
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  3. Sales person token is missing

    Customer reports sales person token is missing from introduction page in NSE - would like to see it added please.

    1 vote
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  4. Assign Required Forms to Specific Team Members

    Ex. Customer wants field agents to complete a required checklist

    1 vote
    0 comments  ·  Admin →
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  5. Adjustable column widths on legacy estimates

    This could likely apply to New Sales Experience as well

    1 vote
    0 comments  ·  Admin →
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  6. SQ Feature Request - Adding the ability to pass an estimate number through to QBO

    QBO has changed the way the invoice and they now require an estimate number. This logo has requested we add the ability to pass an estimate number from SumoQuote into QBO at the time of export.

    1 vote
    0 comments  ·  Admin →
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  7. Invoice Totals in Financials Tab

    I would like to be able to see the totals for all my invoices on a contact or a job when viewing them in the Financials tab like I can with the payments.

    1 vote
    0 comments  ·  Admin →
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  8. MO recognize taxes when created and converted into invoice

    When creating a MO from scratch without converting from an estimate. The taxes are included in the products and services however, do not populate in the Material order unless you create an estimate and convert to a Material order and then convert to an invoice.

    1 vote
    0 comments  ·  Admin →
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  9. Side Bar - Recent Activity

    It would be good to see recent activity, notes, and uploads in the side bar

    1 vote
    0 comments  ·  Admin →
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  10. Add Address Field to Contact Creation

    In Jobs V2, there is no option to add the address to the contact when creating a contact from the + at the top of the screen. This is causing users to have to edit the contact to add the address after it has been created and causing issues with syncing to SumoQuote.

    1 vote
    0 comments  ·  Admin →
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  11. Dynamic Form Options

    I would like to be able to create a form template that only shows certain sections when I have previously selected a specific option. For example, if I want someone to select a shingle type, I then want additional questions to appear based on that shingle type.

    1 vote
    0 comments  ·  Admin →
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  12. Status Change Activity Report

    I would like to be able to create a classic report that shows me specifically only status changes to contacts or jobs and not all contact modification activities.

    1 vote
    0 comments  ·  Admin →
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  13. Invoice payment terms

    Have the option for Net90 as a payment term for an invoice.

    1 vote
    0 comments  ·  Admin →
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  14. Limit Access to Eagle View

    Create option to limit who has access to order Eagle View reports in Access Profiles.

    1 vote
    0 comments  ·  Admin →
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  15. NSE estimate layout on mobile reflect on desktop

    when creating a layout via the mobile app it saves as a layout under my layouts on the desktop version and the ability to edit the layouts on the mobile version

    1 vote
    0 comments  ·  Admin →
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  16. Simplify the New Sales Experience Estimate

    I would like to be able to create a one page estimate for the insurance company to view. Right now, for my company, I need to send just one page to the insurance company, but I need to include my company details with a cover page.

    1 vote
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  17. JobNimbus pop ups

    get rid of these stupid pop up things when I open JobNimbus.

    49 votes
    6 comments  ·  Admin →
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  18. Make Chat and Help Buttons Hideable/ Change location

    Please make the icons for chat and help hideable. They are always in the way of the boxes that I need to click that are behind them and I cannot scroll any further to gain access to the boxes that I need to be clicking.

    37 votes
    11 comments  ·  Admin →
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  19. Create a 'Return to Top of Page' button

    Move to top of page button at the bottom of the screen when scrolling

    2 votes
    Gathering Feedback  ·  0 comments  ·  Admin →
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  20. Please relocate the popup that appears every time you do an update to a contact. It blocks the 3 dots.

    Pop ups should not disable features due to their location on the screen. When you get good at JN, a 3-4 second delay due to the pop up is like listening to that stock answering machine message for the millionth time.

    8 votes
    0 comments  ·  Admin →
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