General
1002 results found
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Select All for Team Member View on Calendar
I would like the ability to select and deselect all team members on the calendar (also subcontractors) like I can with tasks
1 vote -
SQ - Being able to set the default tab between "Shared" and "My" sections throughout SumoQuote
Include the ability for customer to select a default tab between "Shared" and "My" tabs so SumoQuote will always default to that selected tab.
1 vote -
1 vote
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General Address book within JobNimbus
A lot of contractors work with subcontractors and they fill the labor portion of the job. If you are just working inside of the main contact window in the activity log and want to send an email to a subcontractor through the work order, it becomes tedious. Have the subcontractors email pre-populated, from a centralized address book separate from the being connected to the work order or have to key it in. There is room for error. If I could go to the "address book" and type in their email address and it will populate so that they can send…
1 vote -
SQ - Add the ability to archive a project from the project screen.
Add the ability to archive a project in SumoQuote from the same list where "Won, Lost and Open" are selected from.
1 vote -
Input fields in Documents
As a logo who does work with insurance work as well as residential work, I would like to be able to put custom input fields in the document builder, such as signature, date, and text, so that insurance claims can be digital, rather than having to sign with paper or use a program such as Docusign.
1 vote -
SQ - Adding an address field for the customers office on an invoice.
On an invoice within SumoQuote add the ability for the customer to display their office address on an invoice once it's been generated.
1 vote -
Remove Job Photo
We need the ability to remove the job photo after is has been set. It currently only allows you to change the photo to a different one.
1 vote -
Pertinent Documents on Job Details Page
There should be a spot on the Job Details page for certain documents to be placed. There should only be allowed one document at a time in this spot, and the document history should be accessible.
For example, a link to the Site Plan document should be prominent on the Job Details page. Just as the Contract and revision history is shown on the Job Details page. Our Site Plan will show roof access points, scope of work notes, issue areas, special notes from customer such as do not drive on this driveway, solar panel removal, o'hagin installation, etc.
These…
1 vote -
Job description to be included on job cards in lists
customer notes that job description field is not available here
1 vote -
Card titles in lists- the title truncates
Card titles in lists- the title truncates after 9 characters. Would like that to not truncate at all - or have the option not to.
1 vote -
Webooks to allow passing of variable data
Customer said webhooks are great, but only pass a static information (website etc...) but said he would see benefits in being able to have webhooks pass variable information as well.
1 vote -
1 vote
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Automatically insert salesperson signature
customer reports it would be handy if the sales person issuing the quote in NSE, that their name and signature be automagically applied to the quote, rather than the sales person needing to add themselves as a signatory
1 vote -
Limit who can sign
customer reports that currently ANYONE with the signing link can sign off on a quote (sales person/stranger/anyone) he notes this may not be an issue with trustworthy salesmen but not all of them are. So would like to see only the email address listed as a signatory, be able to sign the document.
1 vote -
1 vote
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1 vote
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Assign Required Forms to Specific Team Members
Ex. Customer wants field agents to complete a required checklist
1 vote -
MO recognize taxes when created and converted into invoice
When creating a MO from scratch without converting from an estimate. The taxes are included in the products and services however, do not populate in the Material order unless you create an estimate and convert to a Material order and then convert to an invoice.
1 vote -
Add Address Field to Contact Creation
In Jobs V2, there is no option to add the address to the contact when creating a contact from the + at the top of the screen. This is causing users to have to edit the contact to add the address after it has been created and causing issues with syncing to SumoQuote.
1 vote
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