General
1010 results found
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Multiple types for one job
For times when one job encompasses multiple types of work (Gutters, roofing, siding) and being able to track all that would help our reporting a lot
1 vote -
Adding a copy button feature to jobs
Would love to have a copy to clipboard feature added to jobs as that would be very useful
1 vote -
1 vote
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Board templates
To help board setups be a lot easier, we should be able to see more examples of how people set them up
1 vote -
3 votes
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Automatically make job during import
when importing a contact it should also make a job to save time
1 vote -
Sample layout in layout library for CertainTeed Siding Monogram
Currently, there is a sample layout in the layout library for CertainTeed Siding American Legend, but it would be great if there were a sample layout in the layout library for CertainTeed Siding Monogram.
1 vote -
1 vote
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Having separate measurement token for multiple buildings within the same job to allow for multiple quotes within one estimate for different
Having separate measurement token for multiple buildings within the same job to allow for multiple quotes within one estimate for different projects.
1 vote -
Add "sections" to Signing and upgrades page.
Upgrades are formatted as single line items so we can't include the labor and material line items to be split into material orders and work orders later. We have to do the takeoff in an estimate section to get the price, transpose the price into the single upgrade line item, and delete the section in the estimate - losing our takeoff. If we zero out the price on the line items and hide the section within the estimate to preserve the takeoff, we can't show the section totals on the estimate.
3 votes -
Able to manually send the SumoQuote quote sent webhook
For instances where the Webhook doesn't trigger automatically
1 vote -
Remove years from financing
We give a line of credit and can't have any years there
1 vote -
Gold Star Taken Away
The gold star next to "Job sidebar" gets in the way, can it just be removed?
2 votes -
Photo download
Wanting to download all photos compiled into a PDF
3 votes -
Separate Labor & Material Cost permissions on Work Orders
Currently, work orders display both labor and material costs together. Users need the ability to show subcontractors only the labor cost without revealing material costs. Adding an option to separate these fields would improve flexibility in cost transparency.
1 vote -
Automatic Job synopsis
If you open up an old job downloading all the documents, (getting rid of the photos), and reading through everything can take a few hours. We would like to have the job automatically show the scope of work based off those documents
1 vote -
apple pencil support
would like the ability to log notes with apple pencil, as well as annotate photos and capture signatures
1 vote -
Add hyperlink to the "Inspection Section" in the app for NSE
Would like the ability to have the hyper-link option in the app version of the inspection section in New Sales Experience.
1 vote -
Improved Search Function - Products and Services
Products and services search function doesn't always find the product. Would like the search function to be improved.
2 votes -
Verbiage for surcharge to be customizable
It is illegal in Oklahoma to use Surcharge
1 vote
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