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JobNimbus Feedback

Have suggestions for how we can improve? Share them in the categories, or vote for the ideas you like best. We want to hear your feedback!

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Morgan McMahon

← Feedback for JobNimbus

My feedback

10 results found

  1. Improved Search Function - Products and Services

    2 votes

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    1 comment  ·  General  ·  Admin →
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    Morgan McMahon commented  · 

    Keywords only match for filters would be great. Right now, you have to have the exact phrasing for it to pull into the report. For example, if a customer is looking for examples of work we've done for a black shingle roof, different manufacturers have different names for their versions of black: rustic black, black walnut, moire black, etc. Every version has to be typed in exactly to pull into the report instead of being able to just type in "black" for the search filter and have it pull all of those in. Same thing for pulling jobs w/in a certain neighborhood or area. Instead of being able to just filter by street names and have all jobs on those pull, the exact address w/ home/business number has to be typed in.

    Morgan McMahon supported this idea  · 

  2. Add Multiple Emails (Non-Signers) for Quote Delivery

    2 votes

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    1 comment  ·  SumoQuote  ·  Admin →
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    Morgan McMahon shared this idea  · 

  3. Personal and Account Estimate Templates

    5 votes

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    0 comments  ·  SumoQuote  ·  Admin →
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    Morgan McMahon supported this idea  · 

  4. Review Line Item Data after Estimate Signing

    6 votes

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    1 comment  ·  Financials » Estimates  ·  Admin →
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    Morgan McMahon supported this idea  · 

  5. Ability to Lock Specific Estimate Page Layouts from Salesmen Editing

    8 votes

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    1 comment  ·  SumoQuote  ·  Admin →
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    Morgan McMahon supported this idea  · 

  6. "Save As Template" during estimate creation should NOT save templates at the company level

    7 votes

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    1 comment  ·  SumoQuote  ·  Admin →
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    Morgan McMahon supported this idea  · 

  7. High Volume Photo Share with Clients

    7 votes

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    1 comment  ·  SumoQuote  ·  Admin →
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    Morgan McMahon supported this idea  · 

  8. Linking vs COPYING

    3 votes

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    0 comments  ·  SumoQuote  ·  Admin →
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    Morgan McMahon supported this idea  · 

  9. Add Templates to Quote Options w/o Overriding Entire Quote

    1 vote

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    Morgan McMahon shared this idea  · 

  10. becky@redmondroofing.com

    4 votes

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    0 comments  ·  Contacts & Jobs » Contacts  ·  Admin →
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    Morgan McMahon supported this idea  · 

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