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34 results found

1. Make adding a sales rep mandatory on Jobs V2

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   0 comments  ·  General  ·  Edit…  ·  Delete…  ·  Admin →
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   Scott Scheur shared this idea  ·  Aug 8, 2025

2. Unify Assignees Across Contact/Job Creation Methods in Jobs V2

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   1 comment  ·  General  ·  Delete…  ·  Admin →
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   Scott Scheur supported this idea  ·  Aug 8, 2025

3. Ability to relate multiple jobs to one profit tracker report (specifically for actual revenue)

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   0 comments  ·  Financials » Budgets & Job Costing  ·  Edit…  ·  Delete…  ·  Admin →
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   Scott Scheur shared this idea  ·  Aug 7, 2025

4. 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

5. Email responses to quotes should come back into JobNimbus

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

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

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

7. Formatting Text Pages

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

8. Categories for Products and Services - Group

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   Viewed  ·  1 comment  ·  Settings » Products & Services  ·  Delete…  ·  Admin →
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   Scott Scheur supported this idea  ·  Oct 17, 2024

9. Add unit of measure to Estimate Details in the Estimate Layout

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   3 comments  ·  Financials » Estimates & Invoices  ·  Delete…  ·  Admin →
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   Scott Scheur supported this idea  ·  Oct 17, 2024

10. 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

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

    3 votes

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    1 comment  ·  Contacts & Jobs » Activity & Notes  ·  Delete…  ·  Admin →
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12. 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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13. Automations Triggered by Forms

    39 votes

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

14. 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

15. Set expiration date for estimates

    24 votes

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

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

    216 votes

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

17. Automations that Send Recent Invoice upon Job Completion

    22 votes

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

18. Edit saved units in Products and Services

    7 votes

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

    37 votes

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

    236 votes

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    Planned  ·  47 comments  ·  Calendar & Tasks » Calendar  ·  Delete…  ·  Admin →
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    An error occurred while saving the comment
    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

    Save Submitting...
    Scott Scheur supported this idea  ·  Jan 18, 2021