Documents, Photos, Forms & Attachments
219 results found
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Submit Forms on Web, not just on Mobile
We would like the ability to submit Forms through the Web in addition to the mobile app, as we are at a computer more often than we are out in the field.
4 votes -
Ability to Delete Products and Services
The products and services list is completely cluttered with duplicates of products and services that are hidden but then we have to name the new one something different because it already exists.
4 votes -
Forms for customers
Being able to email your customers a form to fill out would be helpful
3 votes -
2 votes
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Please raise the document size limit substantially.
Currently set at 100 MB, and we regularly get plans set over 150MB and sometimes over 200MB
3 votes -
Add automations to be trigger upon the completion of a form
Add automations to be trigger upon the completion of a form
4 votes -
Ability to PRINT Proposals
With old school clients the ability to print a proposal and hand deliver would be nice.
2 votes -
Albums for Photos
Create more options for sorting, dividing, and saving photos. Albums would be the best thing - we do a lot of work that requires that we take photos for specific rooms in a building or sides of a building or we want to share an album with a customer. The room separation is really important because we do mitigation work.
Besides that having a ton of photos and documents without some folder separation makes them hard to sift through.4 votes -
Photo View
would like to be able to view all photos uploaded each day. When looking for photos to add to web or marketing this feature would make it easier to view. Rather then continuing to have to go back to each job. For example, in marketing maybe we are promoting windows, we then have to find all the jobs we did window installation on and search to see if there is any material that we can use. If we had a photo gallery of all jobs it would make things so much easier, Especially if its months later.
3 votes -
Flow chart options for Forms
It would be helpful for forms to have a flowchart function. For example, depending on the multiple choice answer provided (Q. what is the roof type? A1: Shingles, A2: Standing Seam), you are led to complete different form fills past that point.
2 votes -
Multiple Signatures on a Document
I would like to be able to request two signatures on a document so both homeowners can sign it.
14 votes -
I need to be able to edit a form from pc once it is submitted
I think a Form should be able to be filled out from the web browser (PC) not just the app. also it would be nice if once its submitted you can go back in and edit it, we don't always get all the photos and information at the same time so we would then need to go back and edit to add information.
17 votes -
Mandatory Forms
I would like the ability to not only attach specific forms to jobs or work orders to ensure they are completed by technicians, but also have the ability to make them mandatory to fill out before marking the work complete. This would be helpful especially with ensuring safety forms are completed for every site for example.
1 vote -
Mandatory Forms
I would like the ability to attach specific forms to jobs or work orders to ensure technicians not only remember to complete them, but have to in order to mark as completed.
1 vote -
When email estimates, or any correspondence within JN-should auto remember previous copied emails
When emailing to customer or prospect, the software should remember commonly used emails when copying others within the email addresses, instead every single time we must type out each others emails for whom you want to copy....ridiculously outdated.
1 vote -
Photos will not show or load without major delay and waiting
PHotos is a constant problem from freezing up, to major excessive slow access even after they have already been loaded
Constant all year long!1 vote -
Photos will not show or load without major delay and waiting
PHotos is a constant problem from freezing up, to major excessive slow access even after they have already been loaded
Constant all year long!1 vote -
Product Selection Section on Authorization page
Customizable Product Selection Area on the authorization page of estimate for shingle colors, metal colors and any other similar choices.
1 vote -
Photo Editing on Web App
Add ability to edit photos on web app, not just on mobile.
15 votesWe are now gathering feedback to begin building this feature! To meet with the product manager leading this project, use the link below -
https://meetings.hubspot.com/taylor-brooks1
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Logo too large and format editing
We need to be able to make some edits to formatting on the signing page. The logo for the finance company is way too large and overwhelming. The important info and pricing is listed too small. It would be nice to adjust logo size and font size on these SumoQuote new estimates
2 votes
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