General
964 results found
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Able to combine templates
Instead of the templates just replacing, able to combine them too on New Sales Experience
1 vote -
NSE- Good, Better, Best Item option link
NSE- Would love the option for my customer to remove the option of the shingle on the "good" estimate, by way of clicking a button that would subtract the shingle from the "good" estimate when they choose the upgraded shingle.
1 vote -
SumoQuote - Require Product Selections
In SumoQuote, the Product Selections on the Authorizations page should be able to be required. That way the homeowner has actually to make the selection when they sign. Otherwise, a signed quote might be missing key information required to order materials.
5 votes -
5 votes
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Created date on SQ Project Card
Would like the ability to show the actual date created on SQ Project cards
2 votes -
fees reporting
Want the ability to pull a YTD report on transaction fees paid so far on credit card transactions.
2 votes -
1 vote
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1 vote
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1 vote
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Edit page margin
We would like the page margins (the spacing on the sides of the page) to be editable
1 vote -
Able to upload audio files to jobs
Able to upload voice memos would be helpful
1 vote -
Contact and Job Fields populate in Insights
Would love to have the contact fiend and Jobs fields that are added to the cards to populate in Insights reporting. For example, would like "service type" and "reason for moving to lost" to populate in the filters in Insights.
1 vote -
Relate Work Order Activity to Contacts and Jobs
Currently, work order activity such as text messages sent by automation triggered by the work order, does not show up under the contact or job. Even if the related box is checked. It would be great if this was included.
2 votes -
EagleView Tokens - Apply to Material Order
It would be nice to have the option to apply EV tokens to a material order. I know it is possible to create an estimate, apply measurements, then convert it to a material order, but it would be nice as a base feature to have the option to apply EV tokens to a material order without having to convert an estimate.
1 vote -
Engage Automation Notifications in Response to a text
Would like the ability to have a text automation sent out to our customers when they text our line, to automatically notify them that they should respond by other means.
1 vote -
Hide invoice items if already hidden on estimate
The sections from the estimate that are hidden don't automatically transfer over when converting to an invoice. Would like that to automatically happen
2 votes -
Ability to disable all notifications on the app
Would like reps to not get notifications in the notification center on the app for email replies and threads when they are assigned to the job
1 vote -
1 vote
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2 contacts with the same email address should not share email activity
This would keep things cleaner: if they respond to an email, it should only be on the email chain they responded to
1 vote -
Partial refunds through JobNimbus Payments
We can do full refunds, but we would like to do partial refunds
1 vote
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