General
973 results found
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Insights data via API
It would be great if we could access Insights data via API. Stage data and rates etc.
2 votes -
Job Lookup via Zapier
There are many options when using the JobNimbus option in Zapier, but there is no lookup for Jobs. We would like this option.
2 votes -
Financials User Interface
Logo would like to navigate back to a job more easily after creating a document in the Financials tab; the only options are to go back to contacts, Logo has to lookup the job again
1 vote -
Ability to see customer's info in calendar by hovering mouse over customer info
While office admin is scheduling jobs it would be very helpful to be able to see customer's info on jobs currently in sales reps calendar's. Currently you can click on customer and see info on side of screen, but then you need to exit and click on the next. Would be great to hover over current jobs to see address and see how new customer fits into schedule without a bunch of back and forth.
1 vote -
3 votes
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Delete old documents
Being able to delete old documents that are still connected to contacts.
2 votes -
Symbility Integration
Would love more Insurance integrations like Symbility. https://www.symbilitysolutions.com/symbility-property/
4 votes -
Mention reports
The ability to create a report for @mentions in classic reports
2 votes -
Product details on the authorization page
Display product name on the auth page when adding upgrades
2 votes -
New Sales Experience Templates Auto-Save
I would like an auto-save function when editing templates. There was a glitch, and I lost over an hour of work.
3 votes -
Choose which phone number to call from
Ability to click call on a contact and then choose which number you want to call from.
3 votes -
Document Signing In Person Option
Logo wants to have the document not send and email when they do the option to sign the document in person. The customer of the logo is getting an email to sign and then once they sign in person they get the signed copy of the document.
3 votes -
Option to update the type on existing products and services
Currently, P&S that were created prior to the new material and labor tracking UI, are not editable making it necessary to recreate the items. This is very time-consuming and not user friendly as this is a requirement
2 votes -
New Job Experience - Work Orders
Are missing being able to add the Sales Rep and the Project Manager like you use to be able to. Would like this feature to be added back in.
1 vote -
Customizable Lead Source
It would be nice if we could create a more customizable Lead Source option. A drop down when selecting referral so we can say who. This could tell me this % of leads came from State Farm but of that this % came from John Deer Directly. I would like to be able to manually enter a referral if it is not in the options list so at the end of the year we discover Mike Sour sent us 30 leads, we should send him a thank you.
1 vote -
Change Order in Standalons SQ
Would like the ability to build Change Orders in SQ.
4 votes -
Tax comes over from SumoQuote standalone
right now line items come over but tax does not
2 votes -
SQ Standalone - Hover Integration Sync 3D Model Visualizer Link
Whenever a Hover report is created, it also produces a 3D model of the house and it allows the customer to play around with color choices and different products. It creates a link to the 3D model which we copy and send to the customer. We would love a way to customize a page that will have the specific customer’s link to their 3D model. Or have this fill somehow from the sync.
3 votes -
Automations
For mailing out reminder invoices would like to have the conditions be, as an example, Contact - Pending Payments AND Invoice - sent. That way if we have bigger jobs that we billing in stages don't get the automatic emails if both of these conditions are not true.
1 vote -
Auto populate jobs with related contact
there are certain vendors or contacts that they would like to see automatically associated upon the creation of a job or contact
1 vote
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