General
1070 results found
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Estimates Pending Signature Total For Board Columns
We are able to do {{last_estimate}} on board cards, which is great. But we would like to be able to do the same for the options for the column totals.
3 votes -
Modify Fonts Anywhere
The ability to change the font and text size within estimates, invoices, work orders or anywhere really with a text box
4 votes -
Material & work orders status dropdown be wider to show full text
would like the dropdown menu under status in the material & work orders to be wider to show the full text.
1 vote -
Larger Description Boxes when Duplicating Jobs
When duplicating a job, the description box is small. It would be great to format the box differently or be able to add more lines so we can better organize and read the information.
1 vote -
New Jobs Experience Email Attachment View
We use to be able to see the attachments in the activity tab when we sent emails out. On the New Jobs Experience, we have to click into the thread to see that the attachment is there. We would like to have the old application back, we don't need to have to click more to see what is included to the email thread.
1 vote -
2 votes
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board cards
Would like the ability to display who the sales rep is in the icon in the bottom right of the job card instead of the assignee by default
1 vote -
1 vote
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A Notification/Automation ability for a comment added by a customer to an agreement
A Notification/Automation ability for a comment added by a customer to an agreement at time of sigining
As it stands, if a customer makes a comment on a LEGALLY BINDING DOCUMENT, the only way to see it is to manually search for it. There is no notification or indicator. This is NEEDED!
1 vote -
1 vote
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1 vote
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Email notifications
Being notified the same way you are for customer replies for new emails would be beneficial
1 vote -
1 vote
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2 way calendar sync but the items from google calendars have the option to be read only
for a 2 way sync but the items from google calendars have the option to be read only
1 vote -
Ability to Adjust Default View of Activity tab in the New Jobs Experience
Not happy with the Activity tab in the Dashboard for New Jobs Experience. Want to be able to set the setting to filter for what I want it to show, not have it show the newest at the top when that information may be less relevant to what I need.
1 vote -
JobNimbus Marketing in Mobile App
I would like to be able to access the "Marketing" tab in the JobNimbus mobile app.
2 votes -
4 votes
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Display Other Trades NSE
In SumoQuote, the cover pages have a section that you can edit to inform the customer of other trades you can help with. In the New Sales Experience, the cover page designs that can be chosen from display that data, but the system does not have anywhere to actually manipulate it. We would like this feature to be built within JobNimbus so that NSE reflects the functionality that the designs imply.
2 votes -
be able to customize what information syncs to outlook from task
Add the ability to choose what task/job information syncs over to outlook calendar
1 vote -
1 vote
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