General
425 results found
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New Invoice Experience - Option to edit line item descriptions
In the new invoice experience, it would be nice to be able to edit the line item descriptions from that page instead of having to go to settings, then products and services.
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Map route
pull up a map of todays route: a way to look at a single assigned to salesperson's route and filter by the day. Sometimes we have 10 inspections in one day and it would be very nice to be able to see them on a map to plot it.
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Add additional status' for estimates
Have the option of adding additional status' for job estimates
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Receipt printed in addition to Invoice
Would like a receipt created when an invoice is fully signed.
1 vote -
Total Flat area as a measurement token for SumoQuote / New Sales Experience
Since flat roofs are significantly different from sloped roofs I would like them to integrate with, say the Roofr integration
1 vote -
Recurring Invoices
Would like to make recurring invoices that automatically create
1 vote -
Emails - Download as PDF
It would be good to have the option to download email threads from the activity log as a PDF
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Move Next on the Signature Page
We have had quite a few customers that can't figure out how to sign the sumo quotes. They are getting stuck on the page where it has the "next" in light green at the bottom left of the page. They don't realize they need to click that to move on and be able to sign the estimate. Can that be changed instead of saying next, maybe it can say something like review options and sign? This could be less confusing for customers.
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SQ - Sales users can't see profit margins, labor / material breakdowns, etc
In order to keep sensitive information from sales reps, please add a permission so users cannot see material costs, labor costs and profit margins in the pricing link, or remove the link all together for users.
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1 vote
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Insights Dashboard Home Page - Option to export
Currently, insights has the option to export reports from the other menus, but for some reason, the home dashboard does not let you export the data, such as YTD lead close rate. If you click on the percentage, it'll give you a spreadsheet report, but no option to export it.
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1 vote
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MB Counter in Emails
When writing emails/sending attachments with the new 22 MB ceiling, have a counter that shows how many MBs you have left before it'll flag and not allow you to send.
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New Contact Defaults
Ability to set default sales rep and lead sources when creating a new contact
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[[signature]] for contact and user in templates
It would be nice to have a field template for [[signature]] that is specific to the user and contact.
For example, lets say at the bottom of a document template, I have a signature section for the customer and an internal employee, I'd like to be able to input a [[usersignature]] field and [[contactsignature]] field that way I know where the digital signatures will show up on the document. It will help the signed document look nicer after signing.
Since there isn't a way to distinguish signatures right now, there is no way of knowing which signature will pull up…
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