General
1007 results found
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NSE PDF's to be fillable
It would be great if the PDF's we insert into the New Sales Experience Estimates were fillable by the customer. Or at least if when we do a custom PDF page and insert a fillable PDF that ability would transfer to the version that sends.
18 votes -
2 votes
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AssistAI transcript on job
We would like the transcript on the job instead of the contact
5 votes -
Bulk Delete Products & Services
Would like to be able to bulk delete P&S
3 votes -
View Calendar from the Job
Allow users to open a pop-up calendar directly from a job to see sales rep availability when scheduling appointments without having to switch between multiple tabs
2 votes -
2 votes
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2 votes
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Automations
To be able to create an automation for an invoice status as well as a job status to move a job to a different status
2 votes -
Mobile app photo edit tools
Liked tools from previous versions; no longer sees the option to add circle shapes to photos to highlight certain things for their customer. Would like to add a color background for text added to photos from photo editing tool
2 votes -
unit of measure character limit
To allow a custom unit of measure to be longer than 5 characters
6 votes -
AI Call Log Mark Unread Feature
It would be great to have ability to flag or mark call logs unread for the AI feature so that we can go back to specific ones later.
1 vote -
Supplier column
want to be able to add suppliers other than integrated suppliers so they can see where the material orders were sent at a glance
4 votes -
Save data when converting to a new Invoice Template
When I convert an estimate to an invoice template, and then choose to change the template for the invoice, all of the cost information is lost. The new template should preserve the cost changing all other fields of the template, but keep the cost information creating less work for me.
1 vote -
signature requirements
add the default ability to require a customer signature, and a signature from someone within the company on estimates
1 vote -
Cannot Copy and paste in Emails (New Jobs Layout)
Cannot Copy and Paste in Emails (New Jobs View)
4 votes -
Sumoquote Work Orders in JobNimbus
Would like Work Orders in JobNimbus to resemble Work Orders in SumoQuote
1 vote -
job details customization
ability to add and customize the fields on the job details drawer on the right side
1 vote -
2 votes
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1 vote
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Hiding Section Name on Estimate Details
Would like to have the option to hide the sections names on the quote details page
1 vote
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