General
1067 results found
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1 vote
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Signed date column on the financials page (First Look)
Want to be able to see when the contract was signed at a glance. Having a column for that would be nice
2 votes -
Estimate Report for NSE estimates
We create Estimate reports and want to track any issues to the creator of that record. When creating Estimate Reports in Classic Reports, only the Legacy Estimates show who created the estimate, you are not able to track who created the SumoQuote Estimates.
1 vote -
Filter Feedback by Status in UserVoice
Can y'all add a way to filter this feedback page to remove closed requests? Said filter should include Denied, Completed, and/or ones still open. At times I have to scroll past so many denied requests, it slows down my search in finding viable answers or open requests by others.
1 vote -
Customize Top Nav Bar
I would like to be able to customize the top nav bar to fit my needs as an admin. I would like to be able to add a Contacts link as you currently have to go to the Boards to access Contacts, which makes zero sense. I would also like to swap Insights for Reports. I only go to Insights to access reporting, something I use daily. A quicker, direct link at the top of the page would save a lot of time. Other items such as Docs, Automations, etc would also be great to add to the top bar.…
1 vote -
AssistAI: Show Caller ID on Transferred Calls
Add ability to display caller ID on transferred calls so users know who is calling before answering.
2 votes -
NSE EagleView Order Activity Notifications
With the way NSE EagleView orders work, there is no activity posted to the job to show it was ordered or when it is completed. It also does not notify the person who ordered it unless you add your email at the end of the process. Should be able to have the sales rep/estimator notified automatically.
2 votes -
Add Subcontractor as recipients to task (New Jobs Shell)
Need the ability to add subcontractors as recipients on a task from the job in the New Jobs Shell. Currently can only add them from the calendar. This creates more work for us.
1 vote -
Updated Trainings are NEEDED!
There are several features that have been updated since we started using JN around 2 years ago. Sadly, 90% of the trainings offered are outdated. Most of the navigation, areas in which to find information, the overall UI has changed, too many variations between Android & iPhone users, etc. I've been having to create my own training guides and SOPs on JN due to the lack of updated trainings. Just today I tried to go through a Custom Reports training that was supposed to be live but was a pre-recorded one from years ago. The JN version he is using…
1 vote -
1 vote
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1 vote
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Send Sales Reps a Copy of the Estimate
Allow the ability to send the assigned sales rep a copy of the estimate if they are not the ones to send it out for signing.
1 vote -
1 vote
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1 vote
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Upcoming Custom Invoice Due Dates in Accounts Receivable
We would like the Insights Accounts Receivable report to display upcoming and overdue payment installments based on each payment date within a job’s invoice, rather than only the final payment due date. This would make it easier to track split or custom payment schedules, improving accuracy and record keeping.
2 votes -
Manual Profit Margin
Allow the ability to set a specific profit margin for all line items in an estimate. For example a 25% profit margin adds 25% to all items, not adjusting items to make a total 25%
1 vote -
1 vote
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Restrict Access to Assist AI Settings
we need the ability to limit access of the assist ai settings to admins or specific users
2 votes -
1 vote
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NSE breakdown in the Mobile App
Would like to have the same breakdown on the New Sales Experience estimate in the Quote Details Page on the app as well as the desktop.
3 votes
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