General
1006 results found
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Default private notes
The ability to make all notes private by default
1 vote -
1 vote
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Hide completed work orders from the calendar
Would like the ability to hide completed work orders from the calendar, similarly how tasks are handled
1 vote -
Able to set price for quote separate from material costs
This would help with quickly putting in insurance estimates and seeing profits
1 vote -
Multiple types for one job
For times when one job encompasses multiple types of work (Gutters, roofing, siding) and being able to track all that would help our reporting a lot
1 vote -
Adding a copy button feature to jobs
Would love to have a copy to clipboard feature added to jobs as that would be very useful
1 vote -
1 vote
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Board templates
To help board setups be a lot easier, we should be able to see more examples of how people set them up
1 vote -
Automatically make job during import
when importing a contact it should also make a job to save time
1 vote -
Customizable Lead Source
It would be nice if we could create a more customizable Lead Source option. A drop down when selecting referral so we can say who. This could tell me this % of leads came from State Farm but of that this % came from John Deer Directly. I would like to be able to manually enter a referral if it is not in the options list so at the end of the year we discover Mike Sour sent us 30 leads, we should send him a thank you.
1 vote -
Sample layout in layout library for CertainTeed Siding Monogram
Currently, there is a sample layout in the layout library for CertainTeed Siding American Legend, but it would be great if there were a sample layout in the layout library for CertainTeed Siding Monogram.
1 vote -
1 vote
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Having separate measurement token for multiple buildings within the same job to allow for multiple quotes within one estimate for different
Having separate measurement token for multiple buildings within the same job to allow for multiple quotes within one estimate for different projects.
1 vote -
Able to manually send the SumoQuote quote sent webhook
For instances where the Webhook doesn't trigger automatically
1 vote -
Remove years from financing
We give a line of credit and can't have any years there
1 vote -
Separate Labor & Material Cost permissions on Work Orders
Currently, work orders display both labor and material costs together. Users need the ability to show subcontractors only the labor cost without revealing material costs. Adding an option to separate these fields would improve flexibility in cost transparency.
1 vote -
Automatic Job synopsis
If you open up an old job downloading all the documents, (getting rid of the photos), and reading through everything can take a few hours. We would like to have the job automatically show the scope of work based off those documents
1 vote -
apple pencil support
would like the ability to log notes with apple pencil, as well as annotate photos and capture signatures
1 vote -
Add hyperlink to the "Inspection Section" in the app for NSE
Would like the ability to have the hyper-link option in the app version of the inspection section in New Sales Experience.
1 vote -
Verbiage for surcharge to be customizable
It is illegal in Oklahoma to use Surcharge
1 vote
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