General
1077 results found
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UoM for Products and Services Hide
Logo wanted to have the ability to hide the UoM for ones they created with Products and services added.
3 votes -
Logo being able to sign estimates before the customer
Option to sign the estimate before the customer
3 votes -
3 votes
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New Sales Experience Templates Auto-Save
I would like an auto-save function when editing templates. There was a glitch, and I lost over an hour of work.
3 votes -
Choose which phone number to call from
Ability to click call on a contact and then choose which number you want to call from.
3 votes -
Document Signing In Person Option
Logo wants to have the document not send and email when they do the option to sign the document in person. The customer of the logo is getting an email to sign and then once they sign in person they get the signed copy of the document.
3 votes -
SQ Standalone - Hover Integration Sync 3D Model Visualizer Link
Whenever a Hover report is created, it also produces a 3D model of the house and it allows the customer to play around with color choices and different products. It creates a link to the 3D model which we copy and send to the customer. We would love a way to customize a page that will have the specific customer’s link to their 3D model. Or have this fill somehow from the sync.
3 votes -
Get payments immediately
Would be nice to get them even earlier, even within 24 hours instead of the next business day. Jobr had a feature where they could pay a %1 fee to get it immediately, so maybe something like that.
3 votes -
Contact Fields
Logo wants to add in a field for inspector and have it act like the assignee column as he wants them to receive notifications and have it as a better way to organize the contact fields.
3 votes -
Unify Assignees Across Contact/Job Creation Methods in Jobs V2
With Jobs V2, there are a few ways that a contact and job can be created, but they have different behavior for how they assign Sales Rep and Assignees. This creates confusion when field/sales users use the mobile method more often than the other methods and so do not have an expectation of needing to add the data later.
On Web, Home -> Contact List -> Create Contact generates the large contact form and pre-fills the Assignee in the form as the person who is adding it.
On Web, The Blue "Create +" Button doesn't have any fields for sales…
3 votes -
Automation to create a note on a job
Would like the ability to create an Event-Based Automation to create a Note in the Activity tab on a job with a template
3 votes -
NSE Ad Hoc Items on Mobile
On Web, I can create Ad Hoc items (items that are not part of my Products & Services), however if I try this on Mobile, it ends up doing a search and indicating the item doesn't exist. I would like to be able to do these on mobile just like on web.
3 votes -
Mixed Type Forms
I would like the ability to make mixed type forms, such as photos and checklist.
3 votes -
Mark Labor as Tax Exempt
Labor costs are not taxable in Luisiana. With Labor and Material being part of the same line items with the New Sales Experience, it makes it difficult to manage this.
3 votes -
Add Tasks to Contacts when using jobs
please add back tasks to contacts (to show all tasks in the contact view. I create contacts regularly without requirement for a job. When I open a contact I wish to see contact-related tasks in one and same view.
It has become overly cumbersome to be required to go out of the contact to see / manage any tasks for that contact. Much better to remain on the same page to manage, create, etc. How can a feature request be made?3 votes -
City Search Function
Be able to search a city that is apart of a contact rather than creating a classic report
3 votes -
3 votes
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Add "sections" to Signing and upgrades page.
Upgrades are formatted as single line items so we can't include the labor and material line items to be split into material orders and work orders later. We have to do the takeoff in an estimate section to get the price, transpose the price into the single upgrade line item, and delete the section in the estimate - losing our takeoff. If we zero out the price on the line items and hide the section within the estimate to preserve the takeoff, we can't show the section totals on the estimate.
3 votes -
Photo download
Wanting to download all photos compiled into a PDF
3 votes -
3 votes
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