General
883 results found
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Custom Estimate Email Subject Line
Wants to be able to edit what the subject line says when an estimate is sent to a customer
2 votes -
Estimate emails
Would like to be able to be prompted to create an email, or add a note in the email when sending the estimate from the financials page
1 vote -
Auto populate email
Would like to see the email automatically populate when sending an email to the contact to prevent typos
1 vote -
EagleView Tokens For Each Slope Area
The EagleView Integration can pull total roof area and have it function with tokens and calculations instantly. However, it cannot differentiate slopes. This data is included in the reports and it would be great if the system had tokens for area of each slope such that we could have them pull automatically. Industry standard is 0/12 and 1/12 are flat, 2/12 and 3/12 are low 4/12 through 6/12 is standard and steep is 7/12 +. Not every product needs tp be purchased the same way so the best solution would be if the integration could pull the area of each…
2 votes -
photos for products and services
adding photos to products and services
1 vote -
1 vote
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if start date is in the future
add a rule to automations "if start date is in the future" bc i've had people go back and edit a previous work order line item detail for whatever reason and it triggers my scheduling automation for any already completed project. I understand the text and email still lists the date a past date but it is confusing for customers
1 vote -
Be able to switch markup to a dollar amount in classic reports
Being able to change the markup total to a dollar amount and not just a percentage for invoice classic reports
1 vote -
Profit Request in Classic Reports
I want to be able to see profit request for an invoice report
1 vote -
Add the related tab to Payments in financials.
I want the ability to see all payments made to all jobs on a contact.
1 vote -
Ability to move quotes to other projects in SumoQuote
Would like to be able to move quotes to other projects in case quotes are accidentally created under the wrong project.
1 vote -
Invoice approved once deposit made
We would like to have the ability to set in the system that the invoice only approves once the deposit is made on the invoice.
2 votes -
1 vote
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The ability for all roles to create templates
User wants to be able to give permissions to a user to create Templates even if they don't have settings access
1 vote -
Require full payment
Want to be able to change it to require customer to pay in full
1 vote -
Material Order Tax Calculation
Wants to add a tax calculation to Material Order templates
1 vote -
Additional Jobs V2 Fields
I would like to be able to add more fields to Jobs v2 (like Start and End Date) on the creation page of a job.
4 votes -
Multiple work orders
Want the ability to set up a notification when the completion of a group of work orders is complete
1 vote -
SQ Signature links to choose expiration time
Customize times for signature links to expire- recent update for 7 days is too short and is inconvenient for the company to keep track
3 votes -
1 vote
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