General
486 results found
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Edit Work Order Line Item Amount
It would be nice if, on work orders, it were possible to directly edit the Amount. Typically, this is a combination of the Quantity and the Price, but it would be nice to edit it directly.
2 votes -
1 vote
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Choose Contact/Job photos on Mobile
Only option to add photos to a conversation on Mobile is to pull photos from Contact but Job photos are not available.
1 vote -
1 vote
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Separation of products and services
Customer does HVAC and roofing, would like to be able to separate the products from the other
1 vote -
Bulk Photo Download - PDF Generator
When clicking on Download All from photos, it would be nice if instead of compiling all the photos into a zip file that the system instead gives the option to download all photos into a PDF.
1 vote -
Hiding Financials from team
I need the ability to hide the PDF document from my team members by default. I don't want to have to hide the document every time that I go in to edit the Estimate. My members do not need access to the financials on the estimate.
1 vote -
Auto Populate Secondary Measurements From EagleView Report
Logo would has built out the Tokens and Calculations for things like Siding and Masonry but would like to have that information auto populate from the EagleView Report.
1 vote -
1 vote
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Links in Quote Details
Ability to add links to the quote details section of NSE estimate
1 vote -
Edit employees contact cards with more info
Edit employees contact cards with more info
1 vote -
Ability to color code work orders
Would like the ability to color code work orders so they show up as different colors in the calendar. This would help greatly in differentiating between them.
1 vote -
Insights to link with SumoQuote for reporting
Use Sumoquote estimates in insights
1 vote -
Location based email
Separate emails for different locations
1 vote -
1 vote
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1 vote
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Automations conditions
Use the opt-in for emails/text as conditions to search for in automations
1 vote -
1 vote
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Markup Or Margin Functions for Estimates as Per Location Settings
Would like to have the ability to change the estimate settings to have the markup slider set per location or per certain layouts.
1 vote -
Document Description Template Fields
We can trigger an automation to send an email based on a document. It would be extremely helpful if we had a Template Field that would allow us to pull the description that was saved at the time of upload and use it in an email.
2 votes
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