General
986 results found
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Allow assignee selection when creating a contact
Instead of default assignee being assigned to a new contact, allow for the user to choose who the contact assignee is
1 vote -
Access Profile Control for Forms Settings
Currently, the only ones who can edit form templates are those with settings access. We need to be able to grant this access separately.
2 votes -
2 votes
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1 vote
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using app in dark mode
logo would like to be able to use app when their phone is in dark mode. rather than the text and screen showing as black on black,
1 vote -
Totals on Work Order and Material Order Reports
Would like to have the ability to add job total on work order and material order reports to be able to compare pricing.
2 votes -
Subcontractors workorder field
to change it to subcontractors/tech's or subs/lead techs to be able to use for in house employees or subs per the title
1 vote -
Profit tracker save button visible during settings edits
Right now when the settings pane is open in profit tracker the save button is hidden. It would be helpful if the button was visible during settings, so that we could remember to save it.
1 vote -
1 vote
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user access to tags
logo would love the option on who has access to create tags.
1 vote -
increase character count on forms
Logo would like the option to increase character count on their forms
1 vote -
Able to edit emails sent out with invoices
When emailing invoices we can choose a template but not view or edit it
1 vote -
Able to combine templates
Instead of the templates just replacing, able to combine them too on New Sales Experience
1 vote -
NSE- Good, Better, Best Item option link
NSE- Would love the option for my customer to remove the option of the shingle on the "good" estimate, by way of clicking a button that would subtract the shingle from the "good" estimate when they choose the upgraded shingle.
1 vote -
SumoQuote - Require Product Selections
In SumoQuote, the Product Selections on the Authorizations page should be able to be required. That way the homeowner has actually to make the selection when they sign. Otherwise, a signed quote might be missing key information required to order materials.
5 votes -
Forms in Insights
Would like the ability to pull a report with forms within Insights.
2 votes -
Created date on SQ Project Card
Would like the ability to show the actual date created on SQ Project cards
2 votes -
1 vote
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1 vote
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Edit page margin
We would like the page margins (the spacing on the sides of the page) to be editable
1 vote
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