General
1002 results found
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@everyone in a task
when we are communicating in a task or anything with several members can we start using @everyone instead of mention each person
1 vote -
Manual Signature Required
Logan reports it would be super handy to have a means to manually sign an estimate. This is super helpful for material and work orders (ensuring quantities and measurements are moved over appropriately) ... currently he needs to secure a signature from his customer prior to converting to material order and can slow down the workflow
1 vote -
invoice regardless if signed
Want to have the ability to create an invoice from an estimate without being signed. For elderly who like pen and paper its a hassle recreating the invoice from scratch
1 vote -
Email templates in NSE
The formatting of these email templates seems geared towards a mobile experience. Customer notes that the text seems to only consume about a 1/3 of a page when viewed on a desktop. Customer would like to either have these templates consume the entire page (instead of just the center 1/3) OR to have a toggle switch to "optimize for mobile or desktop" experiences.
1 vote -
Autopopulate secondary email address on compose
Would like the secondary email address for a contact to populate when composing a new email for the contact.
1 vote -
Job Subcategorization
Would like to subcategorize jobs by construction team.
1 vote -
Multi-day tasks
Multi-day tasks rather than just a date range.
1 vote -
1 vote
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Export Budget as PDF
Ability to export a budget as a PDF
1 vote -
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.
1 vote -
Add additional status' for estimates
Have the option of adding additional status' for job estimates
1 vote -
1 vote
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1 vote
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1 vote
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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 -
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.
1 vote -
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.
1 vote -
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.
1 vote
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