General
873 results found
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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 -
@ 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 -
Upload Videos
Would like the ability to upload video to a job.
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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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 -
4 votes
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Automation to assign Job
Ability to create an automation that will assign a specific team member to a job when the status is modified.
4 votes -
New Sales Experience API endpoints
We only use New Sales Experience estimates, not legacy
4 votes -
Team Business Hours for Calendar
Currently Setting the scope of our calendar is dependent on the Business Hours in the individual user profile. I would like the ability to set this for users or for my whole team. That way I can be sure everyone has the appropriate windows to view.
4 votes
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