General
966 results found
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1 vote
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Profit Tracker Quantities
Would like Profit tracker to track costs additionally with not only cost in dollar amounts but with quantities as well
1 vote -
Date Updated Field Logic on Estimates
When I change the status on a job, all of the estimates attached to that job show their "Date Updated" as the time the job status was changed. Even though I didn't make any changes to the estimates themselves. This makes it difficult to tell when an estimate was actually last edited when using Classic Reports to filter for this data.
I'd like the "Date Updated" field on estimates to only reflect when a real change was made to the estimate, such as editing line items, changing the amount, updating the description, etc. Background syncs from the parent job shouldn't…
1 vote -
shared line items across estimate quotes
Allow estimate templates with tiers (Good / Better / Best or Either / Or) to share common line items and quantities across all tiers, so estimators only need to enter quantities once.
1 vote -
Feature Request: Allow Materials to Open Directly Into a Default Material Template
Request the ability to configure a default material template so that when a user clicks Materials or Create Material Order, it opens directly into that template instead of first showing the template selection page.
1 vote -
Individual report tables for results
This user is wanting to see the ability to have separate tables within insights. For example, the ability to have separate tables in regard to lead sources, one for Google, facebook, etc.
1 vote -
Changing metrics on Profit Tracker
To change the default of what metrics are being tracked in Profit Tracker (the 5 boxes)
1 vote -
Edit the default message for the Text payment request button
We would like to be able to customize the default message when you send an invoice via text
1 vote -
Mark Work Orders Complete
Mark Work Orders complete and have them crossed off on the calendar in the same way a completed task would do and look like.
1 vote -
1 vote
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1 vote
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line item formatting
allow formatting like bullet points or sub-line items within estimates
1 vote -
Hidden task types appearing as numbers on automations
Tasks types that are marked as hidden, don't appear correctly on automations, will show 'Task Type: 27' instead of 'Task Type: Phone Call' for example. Would like for it to stop using numbers
1 vote -
8 votes
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Adding related contact by searching company name
when adding a related contact they would like the capability to search the contact by company name. since some of their contacts don't have a first name, last name, or email.
2 votes -
Uploaded Documents
Would love if the system could auto determine what type of document is being uploaded to the documents tab instead of defaulting to "Signed Contract" it gets very confusing when our team doesn't choose the type of document and instead of saying "default" it defaults to "signed contract."
1 vote -
Be able to add new products in a material order on the mobile app
We have to create an estimate and then convert that estimate to a material order if we want to add a new product on the mobile app. Please make it so we can just at the new product in a material order like we can with an estimate
1 vote -
AssistAI sets the status
Instead of putting it into a vague status, it would be nice if it put it into an appropriate workflow (residential vs insurance vs gutters, etc)
1 vote -
Manual Tax Amount
Would like to manually type a specific tax dollar amount in an estimate, rather then input a percentage.
1 vote -
2 votes
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