JobNimbus Feedback

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Please only include one suggestion per post. While we can't respond to every suggestion, we are committed to reviewing every suggestion individually.

Tyler Gorman

← Feedback for JobNimbus

My feedback

21 results found

  1. New sales experience - Ability to convert estimates to work orders and material orders

    1 vote
    0 comments  ·  Financials » Estimates & Invoices  ·  Admin →
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    Tyler Gorman shared this idea  · 

  2. Change order

    8 votes
    0 comments  ·  Financials » Estimates & Invoices  ·  Admin →
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    Tyler Gorman supported this idea  · 

  3. Send proposals and collect signatures from multiple contacts

    3 votes
    0 comments  ·  Financials » Estimates & Invoices  ·  Admin →
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    Tyler Gorman supported this idea  · 

  4. The rep or person assigned to be able to be a authorized signer. So both homeowner and Rep can sign

    3 votes
    0 comments  ·  Financials » Estimates & Invoices  ·  Admin →
    How important is this to you?
    Tyler Gorman supported this idea  · 

  5. Update Estimate (NSE) Cover Page

    15 votes
    2 comments  ·  Financials » Estimates & Invoices  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Tyler Gorman commented  · 

    we need the estimate number to show up on the estimate and preferrably the subject line of the email. Or at least the estimate name

    Tyler Gorman supported this idea  · 

  6. Internal notes on new estimate function

    21 votes
    3 comments  ·  Financials » Estimates & Invoices  ·  Admin →
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    An error occurred while saving the comment
    Tyler Gorman commented  · 

    The internal notes are critical. Please get on this!

    Tyler Gorman supported this idea  · 

  7. Add "sections" to Signing and upgrades page.

    1 vote
    0 comments  ·  General  ·  Admin →
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    Tyler Gorman shared this idea  · 

  8. Create Partial Invoices from Estimate

    7 votes
    1 comment  ·  Financials » Estimates & Invoices  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Tyler Gorman commented  · 

    It would be great if the "split" invoice would create sub invoices for each payment due and the AR report would show invoices due and future invoices due in separate columns. We just switched over from invoicing in QB and we have to manually create generic deposit, progress payment, and final invoices. If we use the split it jacks up the AR Report in JN and the AR in QB. Our clients like seeing the payment summary on the split invoices but we just can't use them as is. Partial invoice option would be an improvement as well.

    Tyler Gorman supported this idea  · 

  9. I would like the option to name budgets

    13 votes
    0 comments  ·  Financials » Budgets & Job Costing  ·  Admin →
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    Tyler Gorman supported this idea  · 

  10. Work orders in Spanish language

    11 votes
    2 comments  ·  Financials » Work Orders  ·  Admin →
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    Tyler Gorman supported this idea  · 

  11. Mapping Company, Customer, Job Information on the Cover Sheet

    3 votes
    1 comment  ·  SumoQuote  ·  Admin →
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    An error occurred while saving the comment
    Tyler Gorman commented  · 

    When we have 5 or 6 active projects with a client it gets very confusing for them to find and differentiate the proposals in their email. If we could add the job name to the cover page as well as the email subject and the signature email templates it would help a lot.The tokens available on the SQ estimate email templates are very limited compared to every other template in JN

    Tyler Gorman supported this idea  · 

  12. Company Rep Signature needs to be on Proposals

    1 vote
    0 comments  ·  SumoQuote  ·  Admin →
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    Tyler Gorman shared this idea  · 

  13. Adding the Unit of Measure to the quote

    12 votes
    1 comment  ·  SumoQuote  ·  Admin →
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    Tyler Gorman supported this idea  · 

  14. NSE Estimate - Ability to edit without resending for signature

    4 votes
    0 comments  ·  SumoQuote  ·  Admin →
    How important is this to you?
    Tyler Gorman supported this idea  · 

  15. Email responses to quotes should come back into JobNimbus

    10 votes
    2 comments  ·  SumoQuote  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Tyler Gorman commented  · 

    the option to choose one or the other, or both would be ideal

  16. Edit Products and services catalog from within the estimate on the new platform

    1 vote
    0 comments  ·  General  ·  Admin →
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    Tyler Gorman shared this idea  · 

  17. Edit Estimate Template Line Items

    3 votes
    0 comments  ·  General  ·  Admin →
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    Tyler Gorman supported this idea  · 

  18. Amount Option on Work Order Template

    9 votes
    0 comments  ·  Financials » Work Orders  ·  Admin →
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    Tyler Gorman supported this idea  · 

  19. WORK ORDER AMOUNT(S) SHOWN IN WORK ORDER SECTION

    9 votes
    2 comments  ·  Financials » Work Orders  ·  Admin →
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    Tyler Gorman supported this idea  · 

  20. Add Attachments to Work Order Email

    22 votes
    7 comments  ·  Communication » Email  ·  Admin →
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    Tyler Gorman supported this idea  · 
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