General
1027 results found
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2 votes
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Sandbox mode
Would like the ability to make a sandbox account, or a sandbox mode that will easily allow me to practice certain features like automations without interfering with other live jobs/boards that I have
1 vote -
Notifications settings: desktop bell filters
when we apply filters to the notifications tab on the desktop application, it would be great for it to hold those filters for each time that tab is opened again, or default to only showing notifications that you have set in your settings to send push notifications.
1 vote -
Insights Leads close rate
wants an option to change how Leads close rate is calculated, to only include new leads and lost jobs and to exclude jobs in estimating
1 vote -
NSE Estimate Retroactively save Edits when Job/Contact are Edited
Would love if when an estimate is created in New Sales Experience, any changes that are made ie (Primary Contact) will update on the existing estimate. Currently, having to recreate an estimate after updates are made to the estimate is time consuming and causes delays with our team.
1 vote -
2 votes
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Pulling essential info from estimates into invoices
I'd like to see a 2nd option for converting/creating an INVOICE that ONLY pulls over the customer INFO, the estimate TOTAL plus TAX RATE.
1 vote -
1 vote
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Replace Profile Photo with Initials
Would like to have the option of removing your photo as the icon in your personal profile to replace it with the previously existing initials.
1 vote -
Notifications Web Filter Locked
When choosing the filters for the web notifications, if the page is refreshed the filters do not keep. It would be great if the filter would stay locked, keeping the chosen filters until changed again.
1 vote -
Clicking on App Note Notifications Should Redirect to related Job
When we click on notifications about being mentioned on a note it just brings up the note and no way to see which job it's related to. It should take us to the note within the job activity and should let us reply or comment on the note to use it for communication.
1 vote -
Have the ability to hide the lightbulb
Have the ability to hide the lightbulb at the bottom left side of the screen as it seems to get in the way at times.
1 vote -
Assign more than one sales Rep to Job
Logo would like the ability to assign more than one sales Rep to Job
2 votes -
floating header in profit tracker
Profit Tracker would be much more useful if the header or banner at the top were fixed in place so it remains visible no matter how far down the screen you scroll.
1 vote -
Customize Document Email Title
Would love to be able to edit the document email title so that it doesn't default to document, and is catered to the particular document that we are sending to our customers. Having the default document title causes confusion to our customers.
1 vote -
profit tracker
RE: Profit Tracker:
During the course of a job we can provide a credit to a homeowner and we need a place to be able to include that to reduce the cost or be able to just enter the final total quickly without a fuss to have an accurate total of the project. Currently we have to get a new signature from a HO for a total but that causes a lot of problems. The old budgets tab was much easier to work through and the profit tracker still feels extremely clunky.1 vote -
profit tracker
Profit Trackers currently have no option to print a copy that can be reviewed during meetings or cleanly attached to a paper file. We also need a place to be able to update the actual total of the job.
1 vote -
2 votes
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Reassigning Sales Rep to Tasks when Sales Rep in changed on the job record
We will sometimes have to change the sales rep on a job, if a task is already created with the previous sales rep, it does not automatically reassign the Sales Rep to Tasks when Sales Rep is changed on the job record, we would love for the system to do that.
1 vote -
Option to integrate other Financial Plans
We would love to be able to add additional financial plans in NSE for our customers where they can access the application in the same way they do for Sunlight and Wisetack financials.
1 vote
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