General
1062 results found
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NSE EagleView Order Activity Notifications
With the way NSE EagleView orders work, there is no activity posted to the job to show it was ordered or when it is completed. It also does not notify the person who ordered it unless you add your email at the end of the process. Should be able to have the sales rep/estimator notified automatically.
2 votes -
Add Subcontractor as recipients to task (New Jobs Shell)
Need the ability to add subcontractors as recipients on a task from the job in the New Jobs Shell. Currently can only add them from the calendar. This creates more work for us.
1 vote -
Updated Trainings are NEEDED!
There are several features that have been updated since we started using JN around 2 years ago. Sadly, 90% of the trainings offered are outdated. Most of the navigation, areas in which to find information, the overall UI has changed, too many variations between Android & iPhone users, etc. I've been having to create my own training guides and SOPs on JN due to the lack of updated trainings. Just today I tried to go through a Custom Reports training that was supposed to be live but was a pre-recorded one from years ago. The JN version he is using…
1 vote -
1 vote
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1 vote
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Send Sales Reps a Copy of the Estimate
Allow the ability to send the assigned sales rep a copy of the estimate if they are not the ones to send it out for signing.
1 vote -
1 vote
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1 vote
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Upcoming Custom Invoice Due Dates in Accounts Receivable
We would like the Insights Accounts Receivable report to display upcoming and overdue payment installments based on each payment date within a job’s invoice, rather than only the final payment due date. This would make it easier to track split or custom payment schedules, improving accuracy and record keeping.
2 votes -
Manual Profit Margin
Allow the ability to set a specific profit margin for all line items in an estimate. For example a 25% profit margin adds 25% to all items, not adjusting items to make a total 25%
1 vote -
1 vote
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Restrict Access to Assist AI Settings
we need the ability to limit access of the assist ai settings to admins or specific users
2 votes -
1 vote
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NSE breakdown in the Mobile App
Would like to have the same breakdown on the New Sales Experience estimate in the Quote Details Page on the app as well as the desktop.
3 votes -
Contact details drawer customization
Would like to see an option to collapse the contact details drawer upon opening a job
1 vote -
1 vote
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Automation expanded conditions
Would like to see automations include more trigger conditions, i.e; job/task start date/time
1 vote -
1 vote
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SQ Standalone - More than 3 Quote Options
I would like there to be more than 3 quote options for Quotes made in SumoQuote Standalone. Currently there can only be up to 3.
10 votes -
Manually set or update job Sold date
We would like the option to manually change the job's Sold stage date to fix inaccuracies in reporting or mistakes when a stage/status wasn't changed at the correct time.
1 vote
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