Ian Davis
My feedback
8 results found
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228 votes
An error occurred while saving the comment -
111 votes
An error occurred while saving the comment This would be absolutely HUGE! SumoQuote won't move estimates into JobNimbus but will move them into Quickbooks. The problem is that Quickbooks pushes estimates to the contact, not the Job. I do all of my projects in Jobs because I have many "contacts" who have multiple jobs attached to them. What would be the point of organizing jobs on various boards if the estimates end up in the Contacts and can't be moved? Even if a copy of the estimate could be placed in the job and still allow the contact to have a running total of all jobs would be fine. If documents in a Contact could be manually copied to a Job that they're attached to, but anything created in a Job is automatically recorded in the Contact. Of course, the best option would be to toggle this feature on and off to maintain more freedom for everyone's various processes.
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4 votes
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130 votes
You can use Email Templates to add signatures for each user when sending emails from either the Add Note feature or when sending automated emails.
Direct email signatures per user from their profile is still on our development list but this is a great workaround in the meantime.
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47 votes
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20 votes
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70 votes
This is definitely something that we’ve wanted to add to JobNimbus. Thanks for the suggestion!
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21 votes
Please also add the ability to mass-delete events and/or reset the calendar to delete all events/tasks