General
632 results found
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Able to hide margin from sales
If the homeowner sees this they will be upset and the sales rep shouldn't see it either
1 vote -
subcontractor color
when assigning a subcontractor, the bubble on a job should be able to edit to show the sales lead and not the subcontractor.
1 vote -
Lead date should not change when the type changes
Roof repairs turn into roof replacements quite frequently and it
1 vote -
Sort Products and Services by Location
Based on the location of the product the customer wants to be able to sort them to see only each location for the products and services.
2 votes -
Submit a material order without entering a delivery date.
Logo would like the option to submit a material order without having to select a delivery date
1 vote -
Good better best estimate
needs and option to import line items in estimate instead of combining just the price.
1 vote -
1 vote
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Adding notes from Job Sidebar
Wants notes to be visible, and able to be added from the jobs sidebar
1 vote -
Notification when customer has opted out of texting
Would like to see a notification when a customer has elected to opt out of texting.
1 vote -
Intractable custom pages on NSE
This would be helpful for things like address and shingle colors
1 vote -
interconnected notifications
Preferred if the web and mobile notifications were linked. i.e, if you check one, it clears the other
1 vote -
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.
2 votes -
Move next button to the right side
At the moment, for SumoQuote and New Sales Experience, the next button while signing is on the bottom left instead of the bottom right, which can result in confusion. It would make more sense on the bottom right, like most programs, since people read from left to right.
2 votes -
Photo Type
Please update the way photo type can be saved. It would be great to be able to select multiple photos at the same time to change their "type"
1 vote -
1 vote
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County auto populating
Having to option to have a county populate when putting in the zip code so they can charge the correct taxes
1 vote -
Would like the ability to set up recurring payments from customers.
Would like the ability to set up recurring payments from customers.
1 vote -
1 vote
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Would like the capability to create a job in the app the same way that you create it in the desktop.
When you create a job in the app now, you have to go edit the job to add the sales rep, description, etc. You use to be able to do it the same way you do in the desk top. The issue is that it messes up automation so that they do not work properly once the job is edited.This makes the app unusable.
1 vote -
Automation triggered by text/email response
when they send out an follow up automation text that when a customer responds to it the message doesn't go into unassigned. Or if there is a way to create an automation to trigger for a team member to receive all of those messages so they can filter them and get them out to the team member to reply to.
1 vote
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