General
780 results found
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Make Job description a visible field
The job description is not a visible field on the web app. Make it so that the description is visible without having to select edit.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Add more date options on work orders
Add more date options on work orders
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Notification History
I would like for the notification center to keep a history of all notifications received if I haven't cleared them. I can't go back as far as I would like in the notification history.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Change the title of columns in custom reports
Change the title of columns in custom reports.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Remove auto-assign when creating tasks
When creating tasks the system defaults to automatically assign them to the creator. Add option to change that default to none.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Limit access by location
Add ability to restrict access based on the location a use is assigned to.
2 votesCan be accomplished with a new access profile, named for that location.
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Ability to @mention support team
When calling the support team, we waste time describing specific situations and numbers. It would save time to be able to flag something to the support Team easily
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Automation Report
Add function to run a report to see what records have been affected by an automation
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Automation Created date
Add function to see the date an automation was created
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Subsections
Add a subsection feature for estimates that will total up under the main section. Subsection should be similar to main section headings, just tabbed over or something to make it look like a sub catergory. Pricing listed in subsections should add together to be one total under main section. Pic included, Materials and Labor should be subsections.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Tasks Default to Day Before
I've noticed that every time I go to create a task (in AZ), the date defaults to the day before instead of the current date.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Revert to old Jobs layout
I'm not pleased with the new job view. I would like an option to revert back to the old style because I need to view all related contacts, and not just 2
2 votesWill be addressed with the jobs sidebar this year.
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The ability to send a share link in automated email.
The ability to send a share link in automated email.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Edit taxes
It would be good to be able to edit the entire invoice taxes as a whole (or sections) instead of each line item individually.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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If Document Upload Fails, display failure message
Currently, if a document doesn't upload, there is no error code displayed. I would like to see if my document fails to upload. It is confusing that there is nothing shown when it fails.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Remove the ability to sign void estimate
If a customer opens an estimate to sign it, and it is voided while open, they can still sign it even though it is voided. Please remove this ability
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Additional task statuses
I think it would be beneficial, that way if an appt cancels, it is noted & can be tracked instead of being deleted, completed, etc. Having the option to mark as as cancelled would be helpful to keep track of.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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QuickBooks Service Date Field
I would like to utilize the Service Date field from QuickBooks Invoices.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Engage conversation to be recorded on jobs instead of contacts.
To record the phone number on the job
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Page Break Formatting for Forms
I would like to be able to specify my page breaks when downloading a form as a PDF.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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