General
488 results found
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1 vote
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1 vote
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1 vote
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Receipt printed in addition to Invoice
Would like a receipt created when an invoice is fully signed.
1 vote -
Total Flat area as a measurement token for SumoQuote / New Sales Experience
Since flat roofs are significantly different from sloped roofs I would like them to integrate with, say the Roofr integration
1 vote -
Emails - Download as PDF
It would be good to have the option to download email threads from the activity log as a PDF
1 vote -
Move Next on the Signature Page
We have had quite a few customers that can't figure out how to sign the sumo quotes. They are getting stuck on the page where it has the "next" in light green at the bottom left of the page. They don't realize they need to click that to move on and be able to sign the estimate. Can that be changed instead of saying next, maybe it can say something like review options and sign? This could be less confusing for customers.
1 vote -
SQ - Sales users can't see profit margins, labor / material breakdowns, etc
In order to keep sensitive information from sales reps, please add a permission so users cannot see material costs, labor costs and profit margins in the pricing link, or remove the link all together for users.
1 vote -
1 vote
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Insights Dashboard Home Page - Option to export
Currently, insights has the option to export reports from the other menus, but for some reason, the home dashboard does not let you export the data, such as YTD lead close rate. If you click on the percentage, it'll give you a spreadsheet report, but no option to export it.
1 vote -
1 vote
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MB Counter in Emails
When writing emails/sending attachments with the new 22 MB ceiling, have a counter that shows how many MBs you have left before it'll flag and not allow you to send.
1 vote -
1 vote
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1 vote
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1 vote
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Manually change work order number
Logo wants to be able to change the work order number and make sure that he can change the number before the work order is fully created
3 votes -
Field users able to sync to Google Calendar
Logo wants their field users to have the capability to sync to Google Calendar.
2 votes -
Custom Reports With Any Data
Several types of custom reports can be created, but it would be nice to be able to generate reports that pull data types from the different reports all in one.
2 votes -
Ability to upload JobNimbus email Templates to NSE
Logo would like the ability to upload their email templates to the new sales experience from JobNimbus.
2 votes -
2 votes
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