SumoQuote
50 results found
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Automatically Calculate Labor Overhead as a percentage of planned labor dollars
We have a percentage of overhead that we budget for based on every labor dollar to be paid out on a job. We'd like to be able to automatically add overhead to every labor dollar in our estimate. Similar to a sales tax for every material we purchase, we'd like to add a difference percentage to labor dollars.
1 vote -
When creating a quote on the introduction page Customer name deleting when using "&"between the names
When creating an estimate on the introduction page, when there are two Customer first name's, it will delete both names if you used an "&" and only display customer last name. If you write out "and" it will display both first names and last name as intended. Seems like a small bug and is not crucial.
1 vote -
Integrate SumoQuote with GAF QuickMeasure
We would like the option to have SumoQuote integrate with GAF Quickmeasure. The reports cost half as much as EagleView Premium reports and they have the same tokens we use to build out the quotes from EagleView. This would save us a thousands of dollars to use QuickMeasure instead. I uploaded a sample file review
1 vote -
Mobile Browser - Project PDF not loading
I am using the mobile browser app on my iPhone 15 and I am getting an error when viewing the PDF
"This browser does not support inline PDFs. Please download the PDF to view it: Download PDF"
I don't want to download the PDF, the browser should just let me view the PDF without having to download.
1 vote -
1 vote
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Section options on Authorization page
Allowing sections on the Authorization page in addition to adding line items would allow for more flexibility in providing a good/better/best roofing quote on the quote details page, and including a more complex optional upgrade such as a gutter system. This would then allow users to include the parts that would be necessary to include on a material order. Showing section totals would also be helpful on a more complex optional upgrade.
In other words, create a section that could be selected as a whole with multiple line items instead of only being able to select a single line item.
1 vote -
New Project Status for Completed and Archived projects
Create a "completed" status that would archive a project so that it didn't show up on the project home page or come back as a search result. Being able to archive lost projects would also help clean up searches and the project page.
1 vote -
The discount feature doesnt seem to work
Adding a discount in the estimate with a negative number does not appear to be reflected in the total price at the bottom. The description of the discount is added about the price, but the discount amount won't populate.
1 vote -
1 vote
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Label the Order with the name already used as the "Order Type"
When creating an order from an order layout, have the "Order type" name already in the order layout used as the order name. This would be far more efficient instead of having to manually rename every order - since we've already put this information into SumoQuote.
Much like how the report layouts show the "Report Type" from the title page on the report card - you only have to name this once.
1 vote
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