General
986 results found
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filter by street names
Would like the option to filter a classic report by just street names
1 vote -
Improved Hiding Products & Services
With the New Sales Experience, we have the ability to manage calculations for individual products. However, hiding a product or service does not remove it from that list. Having "hidden" item showing here is confusing and it would be improved by hiding them here as well.
2 votes -
Direct Wisetack Integration
We would love to be able to have Wisetack integrate within the estimates themselves to make the process easier.
2 votes -
Automations to Recognize Notes in Activity
There is an automation recipe in the Help Center for recognizing when a document is signed. However, when we try to adapt this recipe to detect the activity message for a document being sent, it does not work. Being able to trigger automations by when a "Activity" is "Modified" with the condition If "Note" "contains (any)" "sent Document" and have it read the email messages that appear in the activity feed as well, would be very useful.
2 votes -
Product selection from authorization page
Provide a selection of products on the authorizations page
4 votes -
Add Tasks to Contacts when using jobs
please add back tasks to contacts (to show all tasks in the contact view. I create contacts regularly without requirement for a job. When I open a contact I wish to see contact-related tasks in one and same view.
It has become overly cumbersome to be required to go out of the contact to see / manage any tasks for that contact. Much better to remain on the same page to manage, create, etc. How can a feature request be made?3 votes -
Sending work orders through engage or text
Wants the ability to send work orders through text as well as email
1 vote -
Document tables don't Vertically center
It looks ugly
1 vote -
Bulk Edit Items Within Report but not Entire Report
Currently, bulk edits impact an entire report so they require creating additional reports every time. It would be fantastic if we could get the ability to mark specific items of a report and then bulk edit just those items. This would be useful when looking at large data sets, or specific reports that required complex filters to view as it would reduce the need for more, even more complex reports.
2 votes -
City Search Function
Be able to search a city that is apart of a contact rather than creating a classic report
3 votes -
Default private notes
The ability to make all notes private by default
1 vote -
1 vote
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Hide completed work orders from the calendar
Would like the ability to hide completed work orders from the calendar, similarly how tasks are handled
1 vote -
Able to set price for quote separate from material costs
This would help with quickly putting in insurance estimates and seeing profits
1 vote -
Multiple types for one job
For times when one job encompasses multiple types of work (Gutters, roofing, siding) and being able to track all that would help our reporting a lot
1 vote -
Adding a copy button feature to jobs
Would love to have a copy to clipboard feature added to jobs as that would be very useful
1 vote -
1 vote
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Board templates
To help board setups be a lot easier, we should be able to see more examples of how people set them up
1 vote -
3 votes
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Automatically make job during import
when importing a contact it should also make a job to save time
1 vote
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