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23 results found

1. Create a map that would display all customers and jobs, which would be differentiated by each sales rep

   153 votes

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   Viewed  ·  26 comments  ·  Contacts & Jobs » Maps  ·  Delete…  ·  Admin →
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   Rachel Myers supported this idea  ·  Oct 10, 2025

2. Other Email, Phone, and Address Fields (e.g. billing) for Contacts

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   Planned  ·  51 comments  ·  Contacts & Jobs » Fields  ·  Delete…  ·  Admin →
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   Rachel Myers supported this idea  ·  Oct 10, 2025

3. We need to search by phone number.

   17 votes

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   2 comments  ·  Calendar & Tasks  ·  Delete…  ·  Admin →
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   Rachel Myers supported this idea  ·  Oct 10, 2025

4. View PDF in Estimate tab when Job is Merged

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   0 comments  ·  General  ·  Edit…  ·  Delete…  ·  Admin →
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   Rachel Myers shared this idea  ·  Oct 1, 2025

5. Add more than one image to the Title Page in SumoQuote

   9 votes

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   1 comment  ·  General  ·  Delete…  ·  Admin →
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   Rachel Myers supported this idea  ·  Mar 10, 2025

6. Expired Links: Should not Resend Emails for Signed Estimates

   29 votes

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   1 comment  ·  General  ·  Delete…  ·  Admin →
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   Rachel Myers supported this idea  ·  Mar 10, 2025

7. Be able to call all Contacts directly from the job (not just the primary contact) from the app

   16 votes

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   2 comments  ·  Contacts & Jobs » Jobs  ·  Delete…  ·  Admin →
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   Rachel Myers supported this idea  ·  Mar 10, 2025

8. Add inspection images page to workorder from the signed quote

   6 votes

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   0 comments  ·  Contacts & Jobs  ·  Delete…  ·  Admin →
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   Rachel Myers supported this idea  ·  Mar 10, 2025

9. Notifications when texts don't go through to clients

   5 votes

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   0 comments  ·  Integrations » Communication  ·  Delete…  ·  Admin →
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   Rachel Myers supported this idea  ·  Mar 10, 2025

10. Pinned note that stays at the top of the "Activity" section

    18 votes

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    2 comments  ·  Communication  ·  Delete…  ·  Admin →
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    Rachel Myers supported this idea  ·  Mar 10, 2025

11. Client Portal: The Solution to Better Communication

    13 votes

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    1 comment  ·  Communication  ·  Delete…  ·  Admin →
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    Rachel Myers supported this idea  ·  Mar 10, 2025

12. Ability to Reply to Notes on the Activities Tab

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    50 votes

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    10 comments  ·  Communication » @mentions  ·  Delete…  ·  Admin →
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    Rachel Myers supported this idea  ·  Mar 10, 2025

13. Confirmation and Notification for appointments being moved on calendar - Undo Option

    48 votes

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    Viewed  ·  8 comments  ·  Calendar & Tasks » Calendar  ·  Delete…  ·  Admin →
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    Rachel Myers supported this idea  ·  Mar 10, 2025

14. Weather Conditions on Calendar and Events

    56 votes

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    Viewed  ·  7 comments  ·  Calendar & Tasks » Calendar  ·  Delete…  ·  Admin →
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    Rachel Myers supported this idea  ·  Mar 10, 2025

15. Ability to convert NSE without signature

    46 votes

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    8 comments  ·  General  ·  Delete…  ·  Admin →
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    Rachel Myers commented  ·  Nov 6, 2024  ·  Edit…  ·  Delete…

    This is so important because many times our customers have issues signing the digital ones on their devices and our sales people just have them print off and sign a contract and send a pic back.

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    Rachel Myers supported this idea  ·  Nov 6, 2024

16. Add commissions reporting to invoices collected so that we don't have to do an extra step of creating a budget

    2 votes

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    0 comments  ·  Dashboard & Reports  ·  Delete…  ·  Admin →
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    Rachel Myers supported this idea  ·  Nov 6, 2024

17. Create Task to notify me every time a form is created

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    0 comments  ·  Dashboard & Reports  ·  Delete…  ·  Admin →
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    Rachel Myers supported this idea  ·  Nov 6, 2024

18. Scheduled and emailed reports

    44 votes

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    Viewed  ·  7 comments  ·  Dashboard & Reports  ·  Delete…  ·  Admin →
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    Rachel Myers supported this idea  ·  Nov 6, 2024

19. Report filter for the user who marked a task as complete (or incomplete)

    4 votes

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    1 comment  ·  Dashboard & Reports » Custom Reports  ·  Delete…  ·  Admin →
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    Rachel Myers supported this idea  ·  Nov 6, 2024

20. Attach Photos to Tasks/Events/Appointments

    17 votes

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    0 comments  ·  Calendar & Tasks » Tasks  ·  Delete…  ·  Admin →
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    Rachel Myers supported this idea  ·  Nov 6, 2024