General
1068 results found
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2 votes
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Sandbox mode
Would like the ability to make a sandbox account, or a sandbox mode that will easily allow me to practice certain features like automations without interfering with other live jobs/boards that I have
2 votes -
2 votes
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Assign more than one sales Rep to Job
Logo would like the ability to assign more than one sales Rep to Job
2 votes -
2 votes
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Add Forms to Estimates
Would like the ability to add our forms to Estimates in NSE.
2 votes -
Photo Markup - ability to set Font Size or Bold
Customer would like to be able to change the font size of text added to a photo, as well as the ability to make it bold for it to stand out better.
2 votes -
report for profit tracker line items
capability to create a report that shows all line items entered in profit tracker.
2 votes -
Insights Sold Status Perimeters
Have Estimate update "sold" status by signed and approved in Insights. Although my job hit a "sold" stage within insights in 2025, I want the job to update within insights "sold" data when the estimate is signed and approved.
2 votes -
Ability to use Tab to Tab over to the next line/ section.
Customer would like the ability to use tab key, to tab over to next section or box when creating Estimates, Invoices, Material Order, etc.
2 votes -
Automation triggered by a tag
Ability to create an automation that will trigger off of a tag.
2 votes -
formula fields
I would like to add fields that are formulas. For example, a checkbox that is checked when another field is a certain value, or a date field that turns red if its within a certain number of days from today, etc.
2 votes -
Sales rep info on estimates
The ability to display sales rep name as well as email and phone number on the estimate title page. ideally, we would also like to see additional fields for this area to enter on the title page.
2 votes -
send QR code in invoice for payment
the ability to send a qr code in an invoice.
2 votes -
Profit Tracker Quantities
Would like Profit tracker to track costs additionally with not only cost in dollar amounts but with quantities as well
2 votes -
Adding related contact by searching company name
when adding a related contact they would like the capability to search the contact by company name. since some of their contacts don't have a first name, last name, or email.
2 votes -
2 votes
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View Calendar from the Job
Allow users to open a pop-up calendar directly from a job to see sales rep availability when scheduling appointments without having to switch between multiple tabs
2 votes -
2 votes
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2 votes
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