General
968 results found
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Automation JobNimbus Notifications
Ability to choose to send account notifications from an automation instead of just text messages and emails
1 vote -
1 vote
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Create Task Button
Wants a separate button to create a task from the home screen
1 vote -
Modular Homepage Buttons
Would like to be able to add buttons for things like "create contact" and reposition them on the homepage.
1 vote -
Hyperlinks in custom fields
Would like the ability to add working hyperlinks in custom fields
1 vote -
Auto populate email
Would like to see the email automatically populate when sending an email to the contact to prevent typos
3 votes -
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 -
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 -
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.
2 votes -
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 -
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 -
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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7 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
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