Financials
542 results found
-
Deactivate or Hide Estimates
It would be amazing if there was a way to either hide or deactivate an estimate instead of completely deleting them. Especially now with all the JobNimbus updates. Another reason for this is if we want to try a new concept or strategy, we can turn off the old estimate templates or layouts to try the new ones.
1 vote -
WO Sidebar
Implement the same 'sidebar' functionality that the new job boards have where you can click on a job card and preview/make edits without having to leave the board.
1 vote -
Default Internal Note on Estimate Templates
Would it be possible to include a default internal note when we design estimate layouts? On certain types, I'd like to include things like "Inspection Report", "Emergency Services", or "Insurance Contingency Agreement" so when we look at all the estimates on a job, it makes it a little bit easier on our team.
1 vote -
custom page
Provide the opportunity to add company logo and the ability to include graphical design elements to a custom page using the "Text Page " Page type.. The low hanging fruit would be the company logo as an insert token option. or the ability paste an image into the page.
1 vote -
1 vote
-
1 vote
-
Make all tiles removable
There are two tiles at the top of profit tracker that cannot be removed from permanent view. Allow us to move all of them off the top.
1 vote -
Company info on NSE Estimates Cover Page
In the Legacy Estimates, there was a way to put company info onto the estimate at the top. We could make it reference the actual data in our account, so it wouldn't need to be updated on the layout if we updated it in the company info. However, with the NSE cover page, we cannot do that. It would be great if we could get some fields for that or, even better, a way to get it to reference account data and do it so we wouldn't even need to update the layout directly later if the info changed in…
1 vote -
There should be a list of all the sales guys and their current standing in sales, podium style so that we can see whose leading
There should be a list of all the sales guys and their current standing in sales, podium style so that we can see whose leading
1 vote -
1 vote
-
Be able to add products from different suppliers on an estimate
We would like to have the option to select products from on an estimate. We would like to have cheaper/premium options from different suppliers in the good, better, best options on an estimate.
1 vote -
Simple Mode
Must be able to "Add a Page" to Simple Mode need to ad the Terms and Conditions" to the template
1 vote -
Single Page for Each Line Item in Invoices
I would like to make each line item start on a separate page on invoices.
1 vote -
Autofill Estimate Name with Job Name
The Job Name is auto-filled into the Estimate Name (of course, with the ability to change it) or the ability to insert tokens into the Estimate Name field, with tokens that include the Job Name.
1 vote -
NSE - Add a Commission Percentage to the Estimate
Would like the ability to have a section on the NSE Estimate to have a commission percentage.
1 vote -
ROOFSNAP: Be able to seamlessly integrate Roofsnap measurement fields into the JN measurements
right now Roofsnap can only be added to measurements by uploading the sketch CSV file to JN. But not all the fields are pulled. Only the very basic ones. We still have to complete some fields manually. It would be a good idea to integrate Roofsnap just like you did with Eagleview
1 vote -
Force every single quote/layout to have the same legal language, especially simple estimates
There should be a way on every single SumoQuote estimate to force the quote to have a section with the companies specific legal language, and allow it to be editable by admins only. Legal language is usually very specific, and the company needs to be sure every representative is using the most recent version. I don't think it's wise to let every single employee edit the legal language, or have the option to delete it.
Currently, we have the ability to upload a legal page to estimate layouts, but there's no way to force a user to add it to…
1 vote -
Estimating
I have used so many different estimating systems over the years, but this is the first one that has made me decide to go back to excel for writing estimates
1 vote -
1 vote
-
Add watermark on back of estimates
Tp be able to apply a watermark on the back of the all documents and templates
1 vote
- Don't see your idea?