General
871 results found
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Adding a signature to texts sent through Engage
Chris was interested in adding a signature to his texts that are sent through Engage making it easier for his customers to know who is reaching out to them.
1 vote -
Undo button
Would like an undo button when creating estimates
1 vote -
read receipts for engage
would love the option to have read receipts for engage
1 vote -
1 vote
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1 vote
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Need a way to Tell Customer if their Card is Credit or Debit
With the new fee passing update of 12-4-2024, debit cards now result in the fee going to the Company. However, cardholders don't always know if their card is a credit card or a debit card. This results in potentially getting hit with a fee that is ~3% of the contract value. We need a way to handle this so it doesn't happen unexpectedly. Possibly something that tells the client if it is Debit or Credit.
3 votes -
Customizable Work Order Template
being able to remove line items and add more custom fields
1 vote -
1 vote
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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…
2 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 -
1 vote
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1 vote
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1 vote
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API Endpoint to post users
Would like to have a solution that allows a user to be posted into the system
2 votes -
Related Jobs Column for Contact Report
on the classic reports, it would be great if the Contact report had an optional related jobs column.
2 votes -
HyperLink Custom Fields
Would like to be able to save hyperlinks in contact/job details such that they are clickable to open in a new tab.
2 votes -
Import Legacy Templates into NSE Even if Ad Hoc Items
Legacy Estimates can be imported into NSE, however if the template has line items that are not referencing Products & Services directly, it cannot import. It would be better if it worked regardless.
2 votes -
Email forms to customers for surveys
Logo would like the ability to send a fillable survey form to their customers after service. Currently, we don't offer any tools that offer this
1 vote -
Adding Blank Open Tasks to Available Times on Calendar
Would like the capability to be able to add an open task of a certain color to mark open slots on the calendar to make it easier to view
1 vote -
Additional Jobs V2 Fields
I would like to be able to add more fields to Jobs v2 (like Start and End Date) on the creation page of a job.
4 votes
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