General
1006 results found
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Separate markups for material and labor
Preference on separating the markup of material costs and labor costs. Having to create a product variant or separate product entirely for the separate markups causes double work and increases the points of error when creating an estimate. The biggest concern is human error in forgetting to add/remove the product in case of changes needing to be made after the estimate is created, or at point of creation
3 votes -
Being able to format change any note text box on an estimate
When you are looking at the product details in an estimate you can leave a note in the note text box but you can't actually change the text font, size, bold etc.
3 votes -
Engage - option to clear notifications manually so they can go back and review them
option to acknowledge messages so if they forget they can go back and have the reminder that they are there
2 votes -
Engage - Group Texts
Referrals from adjusters that want to be included in the text so they are needing to send texts outside of engage now
2 votes -
Hiding Tax Subtotals
Logo wants to be able to hide tax totals and subtotals of NSE Estimate when Enabling taxes and adding taxes in Estimates
4 votes -
2 Calculations or more per product
Have 2 or more calculations per product since some products have more than 2 ways to calculate
1 vote -
1 vote
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Have an option to make appointments on the calendar instead of only having tasks
It would be helpful to have the ability to create appointments in JN instead of only creating a task. It helps to organize and read the calendar easier.
1 vote -
2 votes
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Converting a draft estimate to a material order
The ability to convert an estimate that is in draft status to a material order.
3 votes -
Support embedded links on estimates
would like to show customers videos directly on the quotes - that is, clickable and won't close the estimate when they open it
2 votes -
4 votes
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Ability to delete or edit fields on a material order
I need the ability to go into an existing material order and edit the dates that it needs to be delivered, etc.
1 vote -
2 votes
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Edit Design Layout per Estimate created
I built out all of my templates in NSE with the design layout that I choose, and noticed after that my company name does not fully show up on the cover letter. I did a lot of work to have to go back in and change the template design only to have it change over the entire platform, changing the formatting to where I have to go back in and edit all of the templates again.
1 vote -
SQ- Hide "Select Date" on Work Orders material Page
Would like to have the materials page toggled on when sending a work order and have the option to toggle off the fields for "Select date" and "Select Time".
1 vote -
Bulk Edit Custom Fields
Bulk Edit Custom Fields - User trying to edit custom field called team lead based on sales rep groups
1 vote -
Make the review and sign quote button more obvious
People miss the button, especially when there's a PDF attached by default in SumoQuote
1 vote -
5 votes
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1 vote
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