General
1017 results found
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Choose which phone number to call from
Ability to click call on a contact and then choose which number you want to call from.
3 votes -
Document Signing In Person Option
Logo wants to have the document not send and email when they do the option to sign the document in person. The customer of the logo is getting an email to sign and then once they sign in person they get the signed copy of the document.
3 votes -
New Job Experience - Work Orders
Are missing being able to add the Sales Rep and the Project Manager like you use to be able to. Would like this feature to be added back in.
1 vote -
Customizable Lead Source
It would be nice if we could create a more customizable Lead Source option. A drop down when selecting referral so we can say who. This could tell me this % of leads came from State Farm but of that this % came from John Deer Directly. I would like to be able to manually enter a referral if it is not in the options list so at the end of the year we discover Mike Sour sent us 30 leads, we should send him a thank you.
1 vote -
Change Order in Standalons SQ
Would like the ability to build Change Orders in SQ.
4 votes -
12 votes
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Tax comes over from SumoQuote standalone
right now line items come over but tax does not
2 votes -
Need a way to Tell Customer if their Card is Credit or Debit
With the new fee passing update of 12-4-2024, debit cards now result in the fee going to the Company. However, cardholders don't always know if their card is a credit card or a debit card. This results in potentially getting hit with a fee that is ~3% of the contract value. We need a way to handle this so it doesn't happen unexpectedly. Possibly something that tells the client if it is Debit or Credit.
4 votes -
SQ Standalone - Hover Integration Sync 3D Model Visualizer Link
Whenever a Hover report is created, it also produces a 3D model of the house and it allows the customer to play around with color choices and different products. It creates a link to the 3D model which we copy and send to the customer. We would love a way to customize a page that will have the specific customer’s link to their 3D model. Or have this fill somehow from the sync.
3 votes -
Automations
For mailing out reminder invoices would like to have the conditions be, as an example, Contact - Pending Payments AND Invoice - sent. That way if we have bigger jobs that we billing in stages don't get the automatic emails if both of these conditions are not true.
1 vote -
Auto populate jobs with related contact
there are certain vendors or contacts that they would like to see automatically associated upon the creation of a job or contact
1 vote -
Negative line items
The discount option isn't enough
1 vote -
RoofScope Measurement Upload
Please add support for uploading RoofScope measurements into JobNimbus
2 votes -
Unify Assignees Across Contact/Job Creation Methods in Jobs V2
With Jobs V2, there are a few ways that a contact and job can be created, but they have different behavior for how they assign Sales Rep and Assignees. This creates confusion when field/sales users use the mobile method more often than the other methods and so do not have an expectation of needing to add the data later.
On Web, Home -> Contact List -> Create Contact generates the large contact form and pre-fills the Assignee in the form as the person who is adding it.
On Web, The Blue "Create +" Button doesn't have any fields for sales…
3 votes -
1 vote
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Get payments immediately
Would be nice to get them even earlier, even within 24 hours instead of the next business day. Jobr had a feature where they could pay a %1 fee to get it immediately, so maybe something like that.
3 votes -
deposits and financing
the ability to show financing options for an assumed deposit. Example being a 30k quote with a 10k deposit, the ability to show what the remaining 20k would be financed
1 vote -
Marking estimates as signed.
Would like to have the option to limit who can mark estimates as signed without taking away access to create and edit estimates access
1 vote -
Make dropdowns easy
they are too easy to mouse off of and mess up
2 votes -
Download and Share all Photos
Cannot share multiple photos, cannot share "all" button. We have a very strict process, and send the customer an email with the inspection photos before we leave the home. Please have a select all button where we can send a link with all the photos. All other CRM's have where it will download the photos in a link.
1 vote
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