General
455 results found
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When archiving a job, archive tasks as well
When a job or contact is archived, the user has to manually archive tasks from that Job/Contact as well. It's time-consuming and can be confusing when these tasks are still showing up under Home Page> Tasks
1 vote -
1 vote
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Add indication that photos are already on the estimates
Add something to indicate that photos and docs have already been added to an estimate, such as greying out the ones that are already on the estimate
1 vote -
1 vote
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Default Job Name Format
Add option to create a default format for display names such as "[Job Number]-[Customer Name]" such as "123 John Smith".
1 vote -
Salesperson Activity Visibility
Nice to have a view of sales person activity based on recent documents added, notes or w/e else the sales person does and get an overview on. Customer would like to be able to pull a report that can show "SalesPerson 1 did _____" on a granular or quick glance level.
1 vote -
1 vote
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Organize Calendar for Multiple Individuals
Instead of seeing the task, work order, or material order multiple times on the calendar, I would like to only see it one time when I have multiple people selected.
1 vote -
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 -
1 vote
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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 -
Markup TOTAL (not percent) in classic reports
The markup column in invoice reports currently gives a percentage, not a total dollars amount. at the moment the best workaround is to export the report and run a calculation
1 vote -
1 vote
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Insights Columns match Exported Data
As I can modify which columns I can view within the Insights page (i.e. remove "Lead Source" or swap "Close Rate" and "Lead Count", etc.), I would like these changes to also reflect on the report that I export when I download the data.
1 vote -
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 -
1 vote
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Automation to send updated balance invoices after payment is received
The customer would like to have an automation to send client an updated invoice after a payment is received.
1 vote -
1 vote
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NSE toggling off estimate details page to remove good better best
When you toggle the estimate details page it should exclude the good better and best options from the preview and the end result of the estimate
1 vote
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