General
971 results found
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manually enter estimate price
Ability to adjust the price of the estimate without going line by line
2 votes -
Ability to see if other users are online in a Contact/Job
Would like for the color on a Contact to change (to red for example) so other users are aware if recent changes have been made and they need to refresh their page
1 vote -
Option to enter in Subtotal on Estimates
To be able to manually type in subtotal on estimates for insurance purposes.
1 vote -
Signing Contracts are too case sensetive
Customer's struggle to sign sometimes. Likely there is a space before or after their name or their didn't use capital letters. Not allowing a contract to be signed if the customer accidentally put a space after their name is ridiculous.
See photo for reference. Customers get confused since it looks like it matches exactly.
Let's just adjust it so it's not so sensetive and more customers can easily sign the contract.1 vote -
1 vote
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Calendar view for all day tasks
The ability to change the day view or weekly view in the calendar to show only the all day events and not break down the days by hour.
1 vote -
Estimate reply to not go to external email
When an estimate is sent, and a customer replies to that email, it goes to the user's external email instead of JN. Would like settings to control this
1 vote -
Add ability to add a note of authorization within the signings and upgrades page
Would like the ability to add a note such as, 'Authorized by....' below where the customer signs an estimate
1 vote -
Subcontractor task tab
Would like a task tab added back for Subcontractor contact page
1 vote -
1 vote
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1 vote
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unit of measure character limit
To allow a custom unit of measure to be longer than 5 characters
1 vote -
1 vote
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Insurance Restoration NSE
for insurance restoration companies
I would like to have a drop-down menu as an option for a line item
Example :
Line item : Malarkey legacy
Drop down menu: >desert sand color
I would like to create sections and drag line items already created in a section to the new sections
I would like to have the screen scroll when I get to the top or bottom while dragging a line item. Moving lots of line items is a real drag 🤓
I would like the option to turn off prices per item
example
Line item : roof per insurance…1 vote -
Add more Characters to Notes in Material Orders
Would like for the notes section to have the character limit extended so that we can add more characters. We put our stock material orders in there for the production team so they know what to bring from the warehouse in the mornings.
1 vote -
Sumoquote bluprint
Want to be able to blueprint a company for another company. Essentially copy/paste companies, but add a different name
2 votes -
Wrap Text on Andriod App
Would like to have the option of wrap text for document titles when viewing on mobile app like the ios version
1 vote -
1 vote
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Custom Fields to populate recipient in emails
To have emails pull possible recipients from custom fields on Contacts and/or jobs
1 vote -
Task Assignments to Estimators/Custom Fields
We have a custom field for jobs that lists the team member who is the estimator. It would be great if tasks could be assigned to that field. For creating a task the assignee field could have that option instead of just the literal names. Especially for automations. That would allow us to auto assign the task to them as well as to other role types that we create that way. Or if there could be another way to mark and auto-assign estimators and other roles like sales reps. "Sales rep" is an option on automations that create tasks, but…
3 votes
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