General
966 results found
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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 -
Relate Work Order Activity to Contacts and Jobs
Currently, work order activity such as text messages sent by automation triggered by the work order, does not show up under the contact or job. Even if the related box is checked. It would be great if this was included.
2 votes -
Auto Populate Secondary Measurements From EagleView Report
Logo would has built out the Tokens and Calculations for things like Siding and Masonry but would like to have that information auto populate from the EagleView Report.
1 vote -
1 vote
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