General
946 results found
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Would like the ability to set up recurring payments from customers.
Would like the ability to set up recurring payments from customers.
7 votes -
Separate Toggles For Debit/Credit Payments
With the recent update regarding passing fees, I would like there to be separate toggles for enabling Credit and Debit cards. That way I could disable the card that cannot pass the fee.
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 -
Sign Off on Color
Want to have estimates show color options to the homeowner so they can sign off on their choice.
7 votes -
Add back ability to edit material order after being sent. (Not sending Material Order through integrated supplier)
Need to be able to edit material orders after being sent
6 votes -
Automation Delineated by Document Type Signed
Run automations depending on what document type is signed. Use cases:
- Move status to "Signed" when "Contract" document type is fully signed.
- Alert Accounting
- Alert Sales rep with Zapier Automation
- Alert Sub with Make.com Automation
- Generate webhook for Zapier/Make/N8N when a change order is signed alerting all parties to halt and pivot.
- When Media Release is signed, Add call task for Rep to perform.
- When employee offer letter is signed, add them to JobNimbus, Google Workspace, Trainual with Zapier/Make/N8N
Right now, you can get a notification that a document is signed, but we can't automate around the document type or…
6 votes - Move status to "Signed" when "Contract" document type is fully signed.
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@ group mention
having the option to create a group option for mentions
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 -
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.
6 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 -
5 votes
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Edit / Adjust Font Size throughout estimate and layout
Edit / Adjust Font Size throughout estimate and layout
5 votes -
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 ___.
5 votes -
5 votes
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5 votes
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5 votes
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SumoQuote - Require Product Selections
In SumoQuote, the Product Selections on the Authorizations page should be able to be required. That way the homeowner has actually to make the selection when they sign. Otherwise, a signed quote might be missing key information required to order materials.
5 votes -
5 votes
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More font size options throughout NSE
customer wants to be able to edit font sizes on all pages within NSE
5 votes -
Modify Fonts Anywhere
The ability to change the font and text size within estimates, invoices, work orders or anywhere really with a text box
4 votes
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