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31 results found

1. Higher Quality Photo Upload

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   0 comments  ·  General  ·  Edit…  ·  Delete…  ·  Admin →
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   Scott Scheur shared this idea  ·  Oct 18, 2024

2. Email responses to quotes should come back into JobNimbus

   5 votes

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   0 comments  ·  SumoQuote  ·  Delete…  ·  Admin →
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   Scott Scheur supported this idea  ·  Oct 17, 2024

3. Option to text quotes using Engage instead of or in conjunction with email

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   Scott Scheur supported this idea  ·  Oct 17, 2024

4. Formatting Text Pages

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   0 comments  ·  SumoQuote  ·  Delete…  ·  Admin →
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   Scott Scheur supported this idea  ·  Oct 17, 2024

5. Organizing Product Lists based on Type of service

   8 votes

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   0 comments  ·  SumoQuote  ·  Delete…  ·  Admin →
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   Scott Scheur supported this idea  ·  Oct 17, 2024

6. Adding the Unit of Measure to the quote

   7 votes

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   1 comment  ·  SumoQuote  ·  Delete…  ·  Admin →
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   Scott Scheur supported this idea  ·  Oct 17, 2024

7. Will Call option for New Material Order Experience

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   0 comments  ·  General  ·  Edit…  ·  Delete…  ·  Admin →
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   Scott Scheur shared this idea  ·  Sep 11, 2024

8. Add a label to indicate whether a note/attachment is private

   2 votes

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   1 comment  ·  Contacts & Jobs » Activity & Notes  ·  Delete…  ·  Admin →
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9. Show more than 10 items when searching products and services when creating estimate

   3 votes

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   0 comments  ·  Settings » Products & Services  ·  Delete…  ·  Admin →
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10. Automations Triggered by Forms

    31 votes

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    5 comments  ·  Documents, Photos, Forms & Attachments » Forms  ·  Delete…  ·  Admin →
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    Scott Scheur supported this idea  ·  Sep 13, 2022

11. Email containing Attachment automation

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    0 comments  ·  Settings » Automation  ·  Delete…  ·  Admin →
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    Scott Scheur shared this idea  ·  Sep 10, 2022

12. Set expiration date for estimates

    21 votes

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    2 comments  ·  Financials » Estimates & Invoices  ·  Delete…  ·  Admin →
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    Scott Scheur supported this idea  ·  Sep 10, 2022

13. Import, Export, and Bulk Edit Products & Services

    207 votes

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    41 comments  ·  Financials » Products & Services  ·  Delete…  ·  Admin →
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    Scott Scheur supported this idea  ·  Sep 10, 2022

14. Attach invoices/estimates to automated emails

    7 votes

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    1 comment  ·  Settings » Automation  ·  Delete…  ·  Admin →
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    Scott Scheur supported this idea  ·  Sep 5, 2022

15. Edit saved units in Products and Services

    7 votes

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    0 comments  ·  Settings » Products & Services  ·  Delete…  ·  Admin →
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16. Customize expiration time frame for Estimate/Document Signature Requests

    34 votes

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    Started  ·  1 comment  ·  Documents, Photos, Forms & Attachments » Signatures  ·  Delete…  ·  Admin →
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17. Recurring Tasks/Events In Calendar

    228 votes

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    Planned  ·  45 comments  ·  Calendar & Tasks » Calendar  ·  Delete…  ·  Admin →
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    Scott Scheur commented  ·  Jan 18, 2021  ·  Edit…  ·  Delete…

    Create Recurring Tasks.

    For example, if Sales meeting happened every Friday at noon, create the task just once, with repeating options

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    Scott Scheur supported this idea  ·  Jan 18, 2021

18. Email Integration Chrome/Gmail/Outlook - Email from Own Domain

    138 votes

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    Viewed  ·  36 comments  ·  Communication » Email  ·  Delete…  ·  Admin →
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    Scott Scheur supported this idea  ·  Jan 12, 2021
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    Scott Scheur commented  ·  Jan 8, 2021  ·  Edit…  ·  Delete…

    Please look into this more!

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19. Update templates when Products & Services change

    44 votes

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    Viewed  ·  7 comments  ·  Settings » Products & Services  ·  Delete…  ·  Admin →
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    Scott Scheur commented  ·  Dec 30, 2020  ·  Edit…  ·  Delete…

    We use a lot of estimate Templates with products already typed in. Same with material orders.

    As it stands, if we update a price under "Products", it does NOT update the price on the template.

    It would be great if the templates refreshed and grabbed the updated pricing from the Product itself

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    Scott Scheur shared this idea  ·  Apr 17, 2018

20. Adding additional contact fields

    23 votes

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    1 comment  ·  Contacts & Jobs » Contacts  ·  Delete…  ·  Admin →
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    Scott Scheur supported this idea  ·  Dec 27, 2020