General
1062 results found
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Job Automation With Ability to Create a Parent Contact Condition.
We need to be able to change the Type & Status of a parent contact ONLY IF the parent contact Type is ___.
9 votes -
9 votes
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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
9 votes -
Please relocate the popup that appears every time you do an update to a contact. It blocks the 3 dots.
Pop ups should not disable features due to their location on the screen. When you get good at JN, a 3-4 second delay due to the pop up is like listening to that stock answering machine message for the millionth time.
9 votes -
8 votes
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Photo markup on desktop
Would like to have the option to do photo markup on the desktop like you can on mobile
8 votes -
8 votes
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Assist AI Creates Contact Based on Provided Phone Number
Right now it goes off the phone number that is in the caller ID, which can lead to all contacts turning into one if the call forwarding has the business line on the caller ID
7 votes -
Ability to save templates for profit tracker
Get request for the ability to save a profit tracker template that would allow different commissions, salesperson, plan cost settings to all be saved on a template, so it doesn't have to be entered in every single time.
7 votes -
Color selection/menu
When creating an estimate, they would like to option to list what colors they would like to sell/do sell to prevent selling colors and options that they either 1) do not have available 2) decide not to sell.
7 votes -
SuperUser Access/ Impersonate Team Members
It would be extremely helpful to larger companies if there was superuser-type access where someone could impersonate team members to assist with troubleshooting before having to reach out to support. This would allow IT personnel to separate user error from actual technical issues etc.
7 votes -
unit of measure character limit
To allow a custom unit of measure to be longer than 5 characters
6 votes -
NSE One Page Quotes
We liked the legacy estimates because we were able to get our logo, the estimate information, and the customer signature all on one page. With the New Sales Experience, our logo goes on the cover page with some other stuff, the line items go on the Estimate Details Page, and the customer's signature goes on the Authorization Page. As a PDF, the new estimates are nice, but we operate in a rural area with lots of clients who prefer physical copies. We would love a way to get a one-page estimate with the logo, line items, and signature all on…
6 votes -
Hiding Tax Subtotals
Logo wants to be able to hide tax totals and subtotals of NSE Estimate when Enabling taxes and adding taxes in Estimates
6 votes -
SumoQuote - CompanyCam Tags Visible
You can add tags in CompanyCam, but there is no way to see those when selecting your photos via the integration. It would be great if those were displayed to make it easier to find the ones we marked in CompanyCam.
6 votes -
Converting Estimate to Material Order Should Exclude Labor Items
Right now, if I have an estimate that contains Labor items and Material items, and I convert it to a material order, it will have both sets of items. It would be better and more efficient if the system just didn't pull in those Labor items. The fact that it's a material order should mean it only pulls Material.
5 votes -
AssistAI to Add Custom Lead Source
It would be nice if it wasn't always "AssistAI"
5 votes -
AssistAI transcript on job
We would like the transcript on the job instead of the contact
5 votes -
Supplier column
want to be able to add suppliers other than integrated suppliers so they can see where the material orders were sent at a glance
5 votes -
Auto CC Invoice Emails (including to non-users)
Need to be able to set an automatic CC for invoice emails. It needs to be possible to be someone outside of the organization. It could work as a n automation if there was an option to set up a CC on automation emails.
5 votes
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