General
780 results found
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Add checkboxes to estimate templates
Add the option to add check boxes to estimate notes so that users can add legally required disclosures that customers have to acknowledge.
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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Chat bubble
Move chat bubble somewhere else
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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Item quantity view
The customer is wanting to see if it's possible for the last change in the items list to remember the last preference of how many items to see in the list
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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Totals list column board
tag for "Work Order Totals" in the Board Edit / Lists Edit / Totals that would a big plus too
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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Manually Change Document Number
I would like to be able to manually change the document number my estimate or invoice was assigned to in order to alleviate some QB sync errors.
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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search by phone
Allow the search bar to provide results for phone (in various formats), address search, and other key identifiable information.
I.e. I should be able to copy paste a phone number from an email and search it regardless of if it has parenthesis or not.
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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The ability to integrate Hover with smart estimates.
The ability to integrate Hover with smart estimates.
2 votesThis will be available when they get on to the new sales experience.
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The ability to have a google review link after a signature is made.
When a roofing company is sending a certificate of completion, it'd be great to add a redirect option after signing to their google review page. Or for other trades... final sign off. We used this with docusign and it had amazing results.
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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Email notifications
Email notifications when JNP are sent, to include the Contact's card relation so the payment easily can be located and recognized
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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Job Activity- "Related" checkbox Default
Activity, can we default the "related" checkbox for contact activity? This will avoid perceived "Lost data" calls.
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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Alert for Boards
Logo wants to be alerted for any status that are not added to the board from a workflow
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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1 vote
This 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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The ability to view emails in dark mode.
The ability to view emails in dark mode.
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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Be able to re-assign engage texts and have them be marked as unread automatically
Be able to re-assign engage texts and have them be marked as unread automatically
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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Share feature view
formatting difference between the total data shown on the internal activity page vs the shared function activity panel.
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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Insights
To create a specific report when a sales appointment is completed, to show the data of estimates being sent.
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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Simple Past Due Report
I would like a report that automatically categorizes past due invoices by 30/60/90 days, etc.
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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be able to send email from the sales rep rather than company email.
be able to send email from the sales rep rather than company 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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The ability to link with Sherwin Williams.
The ability to link with Sherwin Williams.
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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E-signed reports update
In classic reports, the ability to filter by the document being fully signed with "e-signed." It's currently our old system and is not up to 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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