General
1021 results found
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Document regeneration
When creating a financial doc like an estimate or invoice, only the initial document is created in the documents tab. If any updates are made to that financial doc after the fact, the document does not get regenerated with the updated information. ideally, this customer would like to see this happen once updates are made to the document
1 vote -
Adding a signature to texts sent through Engage
Chris was interested in adding a signature to his texts that are sent through Engage making it easier for his customers to know who is reaching out to them.
1 vote -
Undo button
Would like an undo button when creating estimates
1 vote -
read receipts for engage
would love the option to have read receipts for engage
1 vote -
1 vote
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1 vote
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Customizable Work Order Template
being able to remove line items and add more custom fields
1 vote -
1 vote
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Automation to create a note on a job
Would like the ability to create an Event-Based Automation to create a Note in the Activity tab on a job with a template
3 votes -
1 vote
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1 vote
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Payment Options - Add Payment Types e.g. Venmo, CashApp, Crypto etc
When having to go back on a payment, we need to know exactly how it was paid. I'm putting credit card on my Venmo and CashApp payments and when having to go back to find this payment for some reason, I'm going to my credit card transactions and not finding them because they aren't properly marked.
3 votes -
API Endpoint to post users
Would like to have a solution that allows a user to be posted into the system
2 votes -
Auto populate email
Would like to see the email automatically populate when sending an email to the contact to prevent typos
3 votes -
Related Jobs Column for Contact Report
on the classic reports, it would be great if the Contact report had an optional related jobs column.
2 votes -
HyperLink Custom Fields
Would like to be able to save hyperlinks in contact/job details such that they are clickable to open in a new tab.
2 votes -
Import Legacy Templates into NSE Even if Ad Hoc Items
Legacy Estimates can be imported into NSE, however if the template has line items that are not referencing Products & Services directly, it cannot import. It would be better if it worked regardless.
2 votes -
Email forms to customers for surveys
Logo would like the ability to send a fillable survey form to their customers after service. Currently, we don't offer any tools that offer this
1 vote -
Adding Blank Open Tasks to Available Times on Calendar
Would like the capability to be able to add an open task of a certain color to mark open slots on the calendar to make it easier to view
1 vote -
Additional Jobs V2 Fields
I would like to be able to add more fields to Jobs v2 (like Start and End Date) on the creation page of a job.
4 votes
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