General
962 results found
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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 -
Separate markups for material and labor
Preference on separating the markup of material costs and labor costs. Having to create a product variant or separate product entirely for the separate markups causes double work and increases the points of error when creating an estimate. The biggest concern is human error in forgetting to add/remove the product in case of changes needing to be made after the estimate is created, or at point of creation
3 votes -
Being able to format change any note text box on an estimate
When you are looking at the product details in an estimate you can leave a note in the note text box but you can't actually change the text font, size, bold etc.
3 votes -
Engage - option to clear notifications manually so they can go back and review them
option to acknowledge messages so if they forget they can go back and have the reminder that they are there
2 votes -
Engage - Group Texts
Referrals from adjusters that want to be included in the text so they are needing to send texts outside of engage now
2 votes -
2 Calculations or more per product
Have 2 or more calculations per product since some products have more than 2 ways to calculate
1 vote -
1 vote
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Have an option to make appointments on the calendar instead of only having tasks
It would be helpful to have the ability to create appointments in JN instead of only creating a task. It helps to organize and read the calendar easier.
1 vote -
2 votes
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Change Total on NSE
Ability to change the totals on an NSE Estimate without having to adjust line items to accomplish it.
1 vote -
Converting a draft estimate to a material order
The ability to convert an estimate that is in draft status to a material order.
3 votes
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