General
1061 results found
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New Sales Experience API endpoints
We only use New Sales Experience estimates, not legacy
4 votes -
Profit Tracker Improvements
We need to be able to populate from an invoice as opposed to the estimate, since using an estimate does not allow for us to account for change orders.
Will there be an ability to export data from the report, i.e. commissions? Currently we use budgets to pay commissions and have a simple copy/paste method which works well for payroll.
We do not see a way to calculate commissions based on actual costs. It appears it can only be done based on planned costs.1 vote -
{{CUSTOMER_INITIALS}} token - Grey Box
I don't like the page preview showing "JD" for the initials while editing a custom page that has {{CUSTOMER_INITIALS}}. Would it be possible to revert back to showing a grey box?
1 vote -
1 vote
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Able to turn off totals on estimate details page
We only want it on the authorization page
1 vote -
Delete Tasks from Calendar on Mobile App
User would like the open to delete tasks off of their calendar on the mobile app
1 vote -
1 vote
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1 vote
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Longer New Sales Experience line items
We like having longer line items sometimes, but we run into errors
1 vote -
Contact Display name Include Contact job number as well
We need the contact display name to include the four digit contact number to automatically populate aside it. This would make it more easily recognizable, It would be even better if the contact number showed up on the top of all documentation.
1 vote -
Review Filter
Review Management Funnel Email Automation: When a job is complete, rather than sending the customer a direct link to our google business page, I would like to set up a funnel that only directs 4 & 5 star reviews to Google and directs all lower reviews to a form where the customer can explain what went wrong which will then just be sent to our team internally to handle and not effect our Google reviews.
A calendar that can be included on our website or other ad funnels that shows the available dates and times that a customer can book…1 vote -
1 vote
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adding cc on estimates
the ability to CC users or other contacts when sending an estimate
1 vote -
2 votes
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1 vote
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SQ Standalone - More than 3 Quote Options
I would like there to be more than 3 quote options for Quotes made in SumoQuote Standalone. Currently there can only be up to 3.
10 votes -
More measurement tokens from Hover
Level and Sloped Frieze Board
Opening Perimeter - Tops/Sides/Sill
Level Starter2 votes -
1 vote
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Empty descriptions to remain empty
Line items with no description are duplicating the item name. Requesting that this does not happen
1 vote -
1 vote
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