General
1019 results found
-
The profit tracker should include commissions as a cost
We need to be able to make commission count as a cost to the job instead of being separate. The commission should be counted as a cost, same as work orders and materials. Since it’s an actual payout, it needs to be deducted so the actual profit reflects the true net. If commissions aren’t included as a cost, the profit showing is overstated.
1 vote -
Integrate affirm and other buy now pay later into the Estimates
have full payment options appear in the estimate like affirm, afterpay, paypal financing or acorn instead of just sun financial
1 vote -
Upload Videos
Would like the ability to upload video to a job.
10 votes -
Send estimates/invoices to a primary and secondary email
Allow emails to populate with primary and secondary emails for the recipient
2 votes -
Maintain manual edits
When suppliers send over incorrect information it shouldn't immediately overwrite the price if we have put in what is correct.
2 votes -
Turn off ability to enter under contact
Toggle so that team cannot add notes to the contact, only the job.
2 votes -
1 vote
-
Creating a job without requiring address
Logo would like to still create a job in JV2 without requiring and address
3 votes -
Ability to save templates for profit tracker
Get request for the ability to save a profit tracker template that would allow different commissions, salesperson, plan cost settings to all be saved on a template, so it doesn't have to be entered in every single time.
4 votes -
SumoQuote ability to merge projects
We want to be able to merge projects so they link to hubspot
1 vote -
2 votes
-
@ group mention
having the option to create a group option for mentions
6 votes -
1 vote
-
1 vote
-
Invoices Trackable for Subcontractors
The ability to track invoices for payments to subcontractors within the financials tab.
1 vote -
Modify the reporting week in Insights
We noticed that the reporting week in Insights runs from Sunday through Saturday work week, or reporting week is Monday through Sunday. We would like a way to change that in Insights.
1 vote -
Auto Populate Zip Code in Job/Contact fields
Auto Populate Zip Code in Job/Contact fields
1 vote -
1 vote
-
Ability to Create a Proposal without an Estimate
Would like to be able to create a proposal like an inspection page - be able to make one without generating a pdf
1 vote -
payment automation option to include percentages not just amounts
When adding a payment to an account, I want an automation trigger that will go off of how much of the invoice/estimate was paid. For example, we do 50% deposits regularly so it would be nice to be able to trigger an automation off of that.
1 vote
- Don't see your idea?