Settings
154 results found
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Automations for SumoQuote additions.
The ability to create an automation based on a sumo quote estimate entering the system.
2 votes -
Allow different Job Number Template for different Companies (Locations).
A way to set different Job Number Template for different Companies (Locations).
5 votes -
2 votes
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Should be able to custom build your own estimates
We should be able to create our own template for estimates.
Instead of only being able to create a document we should basically be able create a spreadsheet type of estimate that we can customize.
Be able to pull in code from item on products and services to make it interact on a document
5 votes -
Permission for adding and editing products and services on estimates
Create an access profile permission where a salesperson or estimator can create an estimate with pre-saved products, but don't allow them to add new products and save them.
5 votes -
need break down of profits and expences such as material and labor so everyone is on the same page
paycheck stubs as well as profits and job breakdown
4 votes -
More User Control options
Under settings all the different types of options for example contacts, jobs, workflows, reports, and the dashboard itself. It's usually 2 options All Team members or Sales Rep/Assigned to Job. It would be great if the Admin person can have more control depending on the role in the company and be able to choose specific people. For example, on reports, some staff may not be tech-savvy and it will be faster for the admin to create it and assign it only to that person instead of having to go on their profile. Especially for those of us that are under…
2 votes -
Change heading color and logo based on location
Users from different locations all have the same, original company logo and color appearing on the top navigation bar of their JobNimbus, even if the color and logo from that location are different from the original company. It should change based on your assigned location. Also, the calendar colors don't change by location unless the user viewing it is an admin.
6 votes -
Turn off Automation for individual customers.
The ability to turn off an automation for certain customers then turn it back on once the customer catches up in the process they have laid out.
8 votes -
Using automations to update estimate/invoice status
The ability to set an automation to change the estimate to "approved" and the invoice to "open" when the job or contact is moved into the "sold" status. In other words, building out automations to be able to do more than create tasks or send emails.
7 votes -
Remove requirement to have stages in order
Right now we can't change the order of workflow stages. We want to be able to have things in our own order.
4 votes -
an Automation to send out invoice receipts
Have an automation to automatically send out invoice receipts. As far as making sure the paid invoice receipts are being sent out to the clients email listed.
8 votes -
Terms and conditions on separate page
Would be nice to have the ability to have the Terms and Conditions of the estimate printed on a second page. The estimate would look much cleaner having the terms and conditions on the reverse page or second page rather than having the terms and conditions immediately after the proposal.
4 votes -
Sorting functions on Company, Team, Groups, Access Profiles
Ability to use Alphabetical sorting functions on any of the headers in the Company, Team, Groups, Access Profiles areas with the option to sort Access Profiles by least restrictive to most restrictive.
4 votes -
Expand time-based automation conditions
I would like to create a time based automation that is triggered off a task, but include a contact/job status as a condition
2 votes -
Reset Job Number
Would like the ability to reset the Job ID numbers. For example, they now have over 10,000 jobs, and would like the keep the ID number to 4 digits, but since they have over 10K this creates more then 4 digits in there Job ID number. They just want to have the Job ID number (with only 4 digits) and the year.
22-{{jobid}}
4 votes -
Edit Contact/Job Option under Access Profiles
It would be great if we had the option to block the edit option from users under "Access Profiles". I want some specific users to have access to a specific contact/job, but I do not want them to be able to edit the contact/job.
4 votes -
Automated Email to Unrelated Contact
We need the ability to send automated emails to contacts-specifically contacts who aren't related to a job, not a subcontractor, not a team member.
2 votes -
Search functionality for Automations (key words, etc.)
It would be super helpful to have a search bar in Automations so you can search a key word or phrase to help find the automation you're looking for more quickly. (ie "roof schedule" or "billing")
3 votes -
Workflow Changing Automation
The ability to have an automation change the job workflow along with the job status. So they do not need to go in and manually change the workflow when they want to change boards.
2 votes
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