General
873 results found
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Change Order in Standalons SQ
Would like the ability to build Change Orders in SQ.
4 votes -
Tax comes over from SumoQuote standalone
right now line items come over but tax does not
2 votes -
Automations
For mailing out reminder invoices would like to have the conditions be, as an example, Contact - Pending Payments AND Invoice - sent. That way if we have bigger jobs that we billing in stages don't get the automatic emails if both of these conditions are not true.
1 vote -
Auto populate jobs with related contact
there are certain vendors or contacts that they would like to see automatically associated upon the creation of a job or contact
1 vote -
Negative line items
The discount option isn't enough
1 vote -
RoofScope Measurement Upload
Please add support for uploading RoofScope measurements into JobNimbus
2 votes -
1 vote
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1 vote
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QuickBooks fees handled differently
The current process for fee reconciliation with JobNimbus Payments and QuickBooks is very time consuming
3 votes -
Get payments immediately
Would be nice to get them even earlier, even within 24 hours instead of the next business day. Jobr had a feature where they could pay a %1 fee to get it immediately, so maybe something like that.
3 votes -
deposits and financing
the ability to show financing options for an assumed deposit. Example being a 30k quote with a 10k deposit, the ability to show what the remaining 20k would be financed
1 vote -
Static timezone on mobile
When a mobile phone goes to multiple states it can be hard to keep time zones straight
1 vote -
Marking estimates as signed.
Would like to have the option to limit who can mark estimates as signed without taking away access to create and edit estimates access
1 vote -
Make dropdowns easy
they are too easy to mouse off of and mess up
2 votes -
Download and Share all Photos
Cannot share multiple photos, cannot share "all" button. We have a very strict process, and send the customer an email with the inspection photos before we leave the home. Please have a select all button where we can send a link with all the photos. All other CRM's have where it will download the photos in a link.
1 vote -
Ability to save templates for profit tracker
Get request for the ability to save a profit tracker template that would allow different commissions, salesperson, plan cost settings to all be saved on a template, so it doesn't have to be entered in every single time.
2 votes -
NSE Email Activity Parity
Currently NSE related emails do not show in the activity feed. The open/click notifications are via email but also do not appear in the activity feed. Replies to that email seem to just disappear. This needs to work like all the other emails do. Activity in the activity feed included sent, replies, delivery status, etc.
2 votes -
Feedback - Task Reminders
One of the things I'd like my staff to do, especially sales and admin, is continually follow up with our clients. I'd like to request an easier way to set reminder tasks for users. I don't know exactly what or how yet but the creating tasks is several steps and cumbersome.
I would suggest looking at Pipedrive software features for this and see if JN can integrate some of those methodologies. It is very action focused software that doesn't allow you to forget jobs/clients/activites
2 votes -
Print P&S
It would be great if we could print our Products & Services List. With and without Hidden items.
2 votes -
Hiding Tax Subtotals
Logo wants to be able to hide tax totals and subtotals of NSE Estimate when Enabling taxes and adding taxes in Estimates
2 votes
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