General
1020 results found
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Boards - Preventing Team members from moving boards to different statuses.
Logo wants the ability to filter users ability to move jobs to another status within boards.
1 vote -
Notes- Hover over to Enlarge Image
Logo would love to have the ability to go into images in the notes, hover over the thumbnail, and have it enlarge without having to open the image.
1 vote -
Bulk Edit - Related Contacts
It would be nice to be able to bulk edit a jobs report and change/add related contacts (Whether that is a customer, subcontractor, e.t.c) to multiple jobs
1 vote -
NSE Payments
Logo would like to request a dollar amount instead of percentage for split payments on NSE.
1 vote -
1 vote
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Insights Columns match Exported Data
As I can modify which columns I can view within the Insights page (i.e. remove "Lead Source" or swap "Close Rate" and "Lead Count", etc.), I would like these changes to also reflect on the report that I export when I download the data.
2 votes -
Status Change in Material Orders (Legacy)
The logo would like the ability to change the status within material orders so that they know if they have been ordered, delivered, etc.
1 vote -
2 votes
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Automation for when a payment is made in Quickbooks
There is currently an automation for when a payment is made in JN but it does not recognize it when that payment comes from QB first and then into JN.
2 votes -
2 votes
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Another Documents tab in the contact/job
Logo Blake wants to have another documents tab in the job/contact but one that has the ability to change visibility within access profiles. This is so they can have an everyone documents section and a limited documents section which is just keeping the documents safe.
2 votes -
Add a type of "Invoice" to Product type list.
Add a type of "Invoice" to Product type list.
2 votes -
Adding United Inches as a Unit of Measurement
Carla is in a windows company, and notes that the measurement they use the most is United Inches (UI) and is a common unit of measurement for windows/doors companies. She would love to see this added as a default within the system.
1 vote -
Choose who can see a board
The ability to choose more than just yourself or all members to see a board. The ability to choose certain individuals to see a board.
2 votes -
Automation to send updated balance invoices after payment is received
The customer would like to have an automation to send client an updated invoice after a payment is received.
2 votes -
2 votes
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Change the SumoQuote title page to display sales person info instead of general company info.
The customer wants the title page to reflect Sales Person info instead of the general company info currently displayed on the title page.
2 votes -
Labor Minimums with Calculations to Achieve said mins.
Dana would like to ensure that a minimum labor charge is reached on every estimate. She doesn't want to just put $200 labor on the layout, but rather a means to calculate "if the estimate doesn't reach a min threshold for the labor, to then bump up the labor (round up) to a predefined number/min"
She also notes having a labor slider, similar to the margin slider would be beneficial
1 vote -
Have Lock/Toggle for creating new line items (NSE)
Dana would like to see a lock/toggle for creating new line items (just like in legacy estimating) as she doesn't want the salespeople to make a ton of line items (duplicates etc...)
1 vote -
Option for Margins to change depending on location / area
Dana notes that in some areas, their material/labor margins are different than the presets they've established in the system, and would like the option to set/apply different margins to line items depending on location
1 vote
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