General
969 results found
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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
2 votes -
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
4 votes -
1 vote
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4 votes
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Estimate Number
Would like the estimate number to generate on the PDF
2 votes -
5 votes
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Choose Contact/Job photos on Mobile
Only option to add photos to a conversation on Mobile is to pull photos from Contact but Job photos are not available.
1 vote -
1 vote
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Bulk Photo Download - PDF Generator
When clicking on Download All from photos, it would be nice if instead of compiling all the photos into a zip file that the system instead gives the option to download all photos into a PDF.
1 vote -
Hiding Financials from team
I need the ability to hide the PDF document from my team members by default. I don't want to have to hide the document every time that I go in to edit the Estimate. My members do not need access to the financials on the estimate.
1 vote
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