General
1037 results found
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Build in Sections of Wall Tokens with Hover Integration
Having sections of the Wall Tokens builtin in addition to the Total Wall Area
1 vote -
Show Local Timezone on New Sales Experience Timestamps
Currently, signed New Sales Experience estimates display timestamps in GMT, which can be confusing to customers and third parties. Please update this to reflect the local timezone, or at least one in America, of the signer or account for clarity.
1 vote -
Profit Tracker to exclude taxes
Profit Tracker to exclude taxes from Planned and Actual Revenue
1 vote -
Add "Find Contact by Display Name" to Zapier Plugin
Please consider updating the Zapier integration to include a “Find Contact by Display Name” search option, similar to the existing “Find by Email” feature. This would make automation easier for workflows where Display Name is the primary identifier.
1 vote -
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 -
SumoQuote improvements on order editing - unable to open line item to edit to customize details specific to the job
Easily update the name/ description to add colors or other details such as where the item is coming from
1 vote -
Upload photo as an action for Automation
Have 'Upload Photo' be a possible action from an automation
1 vote -
Turn off ability to enter under contact
Toggle so that team cannot add notes to the contact, only the job.
2 votes -
1 vote
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1 vote
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2 votes
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1 vote
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Job filter on Contact Page
When viewing a Contact and all the jobs under the Contact, you can add columns and filters but they won't save as preferences. Want to be able to save as preferences for whenever I view jobs under the Contact
1 vote -
Location specific rates in profit tracker
We have to manually change it (for budgets) whenever it is a commercial job instead of a residential one
1 vote -
1 vote
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Re-enter account/routing number for JobNimbus Payments
Bounced checks due to incorrect account and routing numbers are avoidable and this would have made it so we did not churn
1 vote -
Profit Tracker commissions per sales rep
In budgets you could assign different percentages for different sales reps, but profit tracker can't do that. Because this was done with a previous feature, can it be done with this new one?
1 vote -
Would like to be able to add Photos to Contacts through the web app
Would like to be able to add Photos to Contacts through the web app
1 vote -
1 vote
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Final price name change
Being able to change the wording for Final price on an estimate
1 vote
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