General
912 results found
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Issue with Estimate Cover/Title Page. The formatting of phone number in NSE. It needs ( ) and - in the number.
We have gotten multiple complaints on how this looks, it looks very unprofessional.
It should look like (000)000-00001 vote -
Support embedded links on estimates
would like to show customers videos directly on the quotes - that is, clickable and won't close the estimate when they open it
2 votes -
Estimates Pending Signature Total For Board Columns
We are able to do {{last_estimate}} on board cards, which is great. But we would like to be able to do the same for the options for the column totals.
2 votes -
estimate options auto fill with previous option line items
Would like to see the line items offered in the first estimate option, in secondary options within the same estimate
1 vote -
NSE One Page Quotes
We liked the legacy estimates because we were able to get our logo, the estimate information, and the customer signature all on one page. With the New Sales Experience, our logo goes on the cover page with some other stuff, the line items go on the Estimate Details Page, and the customer's signature goes on the Authorization Page. As a PDF, the new estimates are nice, but we operate in a rural area with lots of clients who prefer physical copies. We would love a way to get a one-page estimate with the logo, line items, and signature all on…
2 votes -
2 votes
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New Job Experience - Work Orders
Are missing being able to add the Sales Rep and the Project Manager like you use to be able to. Would like this feature to be added back in.
1 vote -
Automations
For mailing out reminder invoices would like to have the conditions be, as an example, Contact - Pending Payments AND Invoice - sent. That way if we have bigger jobs that we billing in stages don't get the automatic emails if both of these conditions are not true.
1 vote -
Auto populate jobs with related contact
there are certain vendors or contacts that they would like to see automatically associated upon the creation of a job or contact
1 vote -
Negative line items
The discount option isn't enough
1 vote -
SQ Integration with SVC Financial
Would like to have an integration with SVC financial such that customers have the ability to click and apply for the financing directly.
2 votes -
Zip Code to Fill City/State with Enhanced Jobs Experience
The previous job experience would auto-fill the City and State when we entered the Zip. After the switch to the Enhanced experience, this does not work. We need this feature back because it speeds things up.
2 votes -
2 votes
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1 vote
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1 vote
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1 vote
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deposits and financing
the ability to show financing options for an assumed deposit. Example being a 30k quote with a 10k deposit, the ability to show what the remaining 20k would be financed
1 vote -
Static timezone on mobile
When a mobile phone goes to multiple states it can be hard to keep time zones straight
1 vote -
Products linked to multiple suppliers
Would like to no re-add calculations
1 vote -
Creating a job without requiring address
Logo would like to still create a job in JV2 without requiring and address
1 vote
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