General
1005 results found
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Profit Request in Classic Reports
I want to be able to see profit request for an invoice report
1 vote -
Ability to move quotes to other projects in SumoQuote
Would like to be able to move quotes to other projects in case quotes are accidentally created under the wrong project.
1 vote -
The ability for all roles to create templates
User wants to be able to give permissions to a user to create Templates even if they don't have settings access
1 vote -
Multiple work orders
Want the ability to set up a notification when the completion of a group of work orders is complete
1 vote -
1 vote
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Choose Contact/Job photos on Mobile
Only option to add photos to a conversation on Mobile is to pull photos from Contact but Job photos are not available.
1 vote -
1 vote
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Bulk Photo Download - PDF Generator
When clicking on Download All from photos, it would be nice if instead of compiling all the photos into a zip file that the system instead gives the option to download all photos into a PDF.
1 vote -
Hiding Financials from team
I need the ability to hide the PDF document from my team members by default. I don't want to have to hide the document every time that I go in to edit the Estimate. My members do not need access to the financials on the estimate.
1 vote -
Auto Populate Secondary Measurements From EagleView Report
Logo would has built out the Tokens and Calculations for things like Siding and Masonry but would like to have that information auto populate from the EagleView Report.
1 vote -
1 vote
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Links in Quote Details
Ability to add links to the quote details section of NSE estimate
1 vote -
Edit employees contact cards with more info
Edit employees contact cards with more info
1 vote -
Insights to link with SumoQuote for reporting
Use Sumoquote estimates in insights
1 vote -
Location based email
Separate emails for different locations
1 vote -
1 vote
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Automations conditions
Use the opt-in for emails/text as conditions to search for in automations
1 vote -
1 vote
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Send all contact/related contacts
the ability to automatically select all emails associated with a contact/job when sending emails
1 vote -
Basic word processing elements needed
Customer reports the need to adjust font size, color and also said it would be super handy to have a "fit to page" option on the custom text pages. He said the addition of some basic word processing elements would vastly improve the functionality of all pages
1 vote
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