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24 results found

1. New Sales Experience Introduction Page

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   1 comment  ·  Financials  ·  Delete…  ·  Admin →
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   Bruce Yoder commented  ·  May 29, 2025  ·  Edit…  ·  Delete…

   100%! Was shocked to see this when we created our first estimate. Again something SumOQuote had done and is somehow lost when we came to JobNimbus

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   Bruce Yoder supported this idea  ·  May 29, 2025

2. Forms to clients

   24 votes

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   3 comments  ·  Documents, Photos, Forms & Attachments » Forms  ·  Delete…  ·  Admin →
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   Bruce Yoder supported this idea  ·  May 29, 2025

3. Forms for customers

   7 votes

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   0 comments  ·  Documents, Photos, Forms & Attachments » Forms  ·  Delete…  ·  Admin →
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   Bruce Yoder supported this idea  ·  May 29, 2025

4. Automations Triggered by Forms

   33 votes

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   6 comments  ·  Documents, Photos, Forms & Attachments » Forms  ·  Delete…  ·  Admin →
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   Bruce Yoder supported this idea  ·  May 29, 2025

5. Advanced Forms Options

   28 votes

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   4 comments  ·  Documents, Photos, Forms & Attachments » Forms  ·  Delete…  ·  Admin →
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   Bruce Yoder supported this idea  ·  May 29, 2025

6. Mandatory Forms

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   1 comment  ·  Documents, Photos, Forms & Attachments » Forms  ·  Delete…  ·  Admin →
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   Bruce Yoder commented  ·  May 29, 2025  ·  Edit…  ·  Delete…

   YES! I want to make it impossible to do an estimate unless an initial inspection form as been done.

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   Bruce Yoder supported this idea  ·  May 29, 2025

7. Mandatory Forms

   3 votes

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   1 comment  ·  Documents, Photos, Forms & Attachments » Forms  ·  Delete…  ·  Admin →
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   Bruce Yoder commented  ·  May 29, 2025  ·  Edit…  ·  Delete…

   YES! I want to make it impossible to do an estimate unless an initial inspection form as been done.

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   Bruce Yoder supported this idea  ·  May 29, 2025

8. Add automations to be trigger upon the completion of a form

   5 votes

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   1 comment  ·  Documents, Photos, Forms & Attachments » Forms  ·  Delete…  ·  Admin →
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   Bruce Yoder supported this idea  ·  May 29, 2025

9. Automatically add estimates and eagle views to the documents tab so they can be added as attachments to a independent email.

   2 votes

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   0 comments  ·  Documents, Photos, Forms & Attachments » Documents  ·  Delete…  ·  Admin →
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   Bruce Yoder supported this idea  ·  May 29, 2025

10. NSE - Product Selection on the authorization page

    7 votes

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    4 comments  ·  SumoQuote  ·  Delete…  ·  Admin →
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    Bruce Yoder commented  ·  May 22, 2025  ·  Edit…  ·  Delete…

    100%!! Find it very odd this was dropped from SumOQuote's design when so many other things are the exact same.

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    Bruce Yoder supported this idea  ·  May 22, 2025

11. Ability to see customer's info in calendar by hovering mouse over customer info

    1 vote

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    0 comments  ·  General  ·  Edit…  ·  Delete…  ·  Admin →
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    Bruce Yoder shared this idea  ·  May 22, 2025

12. Address info in JobNimbus Payments Portal

    3 votes

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    0 comments  ·  General  ·  Delete…  ·  Admin →
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    Bruce Yoder supported this idea  ·  May 22, 2025

13. Material type / Color Drop down menus

    2 votes

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    0 comments  ·  General  ·  Delete…  ·  Admin →
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    Bruce Yoder supported this idea  ·  May 22, 2025

14. Sign Off on Color

    7 votes

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    0 comments  ·  General  ·  Delete…  ·  Admin →
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    Bruce Yoder supported this idea  ·  May 22, 2025

15. Make shingle colors searchable

    10 votes

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    0 comments  ·  Searching JobNimbus  ·  Delete…  ·  Admin →
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    Bruce Yoder supported this idea  ·  May 22, 2025

16. Color Selection on Signing & Upgrades Page

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    1 vote

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    0 comments  ·  General  ·  Edit…  ·  Delete…  ·  Admin →
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    Bruce Yoder shared this idea  ·  May 22, 2025

17. SumoQuote - Required Response for Color Selection

    3 votes

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    0 comments  ·  General  ·  Delete…  ·  Admin →
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    Bruce Yoder supported this idea  ·  May 22, 2025

18. SumoQuote - Require Product Selections

    3 votes

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    0 comments  ·  General  ·  Delete…  ·  Admin →
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    Bruce Yoder supported this idea  ·  May 22, 2025

19. Product selection from authorization page

    3 votes

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    0 comments  ·  General  ·  Delete…  ·  Admin →
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    Bruce Yoder supported this idea  ·  May 22, 2025

20. Multiple selection of options for the Contact/Job Fields

    2 votes

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    0 comments  ·  General  ·  Delete…  ·  Admin →
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    Bruce Yoder supported this idea  ·  May 22, 2025