General
966 results found
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Input fields in Documents
As a logo who does work with insurance work as well as residential work, I would like to be able to put custom input fields in the document builder, such as signature, date, and text, so that insurance claims can be digital, rather than having to sign with paper or use a program such as Docusign.
1 vote -
SQ - Adding an address field for the customers office on an invoice.
On an invoice within SumoQuote add the ability for the customer to display their office address on an invoice once it's been generated.
1 vote -
Remove Job Photo
We need the ability to remove the job photo after is has been set. It currently only allows you to change the photo to a different one.
1 vote -
Pertinent Documents on Job Details Page
There should be a spot on the Job Details page for certain documents to be placed. There should only be allowed one document at a time in this spot, and the document history should be accessible.
For example, a link to the Site Plan document should be prominent on the Job Details page. Just as the Contract and revision history is shown on the Job Details page. Our Site Plan will show roof access points, scope of work notes, issue areas, special notes from customer such as do not drive on this driveway, solar panel removal, o'hagin installation, etc.
These…
1 vote -
Logo wants Eagleview to go back to where they will not have to log in everytime to submit a report to JN.
Eagleview Login
4 votes -
Job description to be included on job cards in lists
customer notes that job description field is not available here
1 vote -
Card titles in lists- the title truncates
Card titles in lists- the title truncates after 9 characters. Would like that to not truncate at all - or have the option not to.
1 vote -
Automations should be organized by Workflows
customer notes automations often appear cluttered and disorganized. Would like to be able to organize automations by the workflows associated with them.
2 votes -
Webooks to allow passing of variable data
Customer said webhooks are great, but only pass a static information (website etc...) but said he would see benefits in being able to have webhooks pass variable information as well.
1 vote -
Mass delete tasks
Customer finds tasks annoying and wants a means to delete all tasks / multiple tasks, en-mass.
4 votes -
1 vote
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Different quantity calculations for the same line item, but in different sections of quote details in nse.
Customer notes that labor calculations are not always straight forward in their industry, and being able to have the same line item in multiple sections of the quote details page, but have the abillity to apply different quantity calculations to these different sections, would drastically cut down on the various labor line items he currently needs to save into the system to accomplish this task.
2 votes -
More font size options throughout NSE
customer wants to be able to edit font sizes on all pages within NSE
8 votes -
Automatically insert salesperson signature
customer reports it would be handy if the sales person issuing the quote in NSE, that their name and signature be automagically applied to the quote, rather than the sales person needing to add themselves as a signatory
1 vote -
Limit who can sign
customer reports that currently ANYONE with the signing link can sign off on a quote (sales person/stranger/anyone) he notes this may not be an issue with trustworthy salesmen but not all of them are. So would like to see only the email address listed as a signatory, be able to sign the document.
1 vote -
1 vote
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More tabs for quote details page
customer loves the g/b/b but sees value in adding more tabs than the current 3
8 votes -
1 vote
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Assign Required Forms to Specific Team Members
Ex. Customer wants field agents to complete a required checklist
1 vote -
2 votes
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