General
974 results found
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Adding Additional Inspection Section
Would like to add another Inspection page or section to the Inspection page.
1 vote -
1 vote
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Nesting tasks
To be able to nest sub tasks inside of tasks
2 votes -
Activity report
To allow the activity report to filter by specific jobs
1 vote -
1 vote
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1 vote
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Board Card Option for next Appointment Scheduled
Add to the board cards an option to see when next appts are scheduled so you can better prioritize people
1 vote -
2 votes
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Hide sections and still show line totals
Would like to hide sections but still display line totals on an estimate
1 vote -
1 vote
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Turn off signature needed button on document templates
Would like the ability to create a Certificate of Completion and be able to turn off the signature needed button. We don't need a signature from the customer, we just need the document under certain jobs.
1 vote -
1 vote
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1 vote
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SQ - Stop multiple Quotes being sent when customer opens or clicks into the quote
We have customers who are not tech savy and when then click into a quote and receive another, they are calling in confused. We need a way to stop multiple Quotes being sent when customer opens or clicks into the quote after it has been signed.
1 vote -
Make adding a sales rep mandatory on Jobs V2
Make it so a Job can't be created without a sales rep - or at least an option to make it mandatory in Admin settings. It's easy to miss this in Jobs V2
1 vote -
Time limits set for team to send emails/texts
We would like limits to be set up in the system where our team can only send emails or texts within our business hours.
1 vote -
1 vote
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Option to Manually Update Key Dates for Stages
User would like to be able to manually adjust the key dates on jobs if they accidentally moved them into a different status with their automations. For example, if they needed to add/update an estimate to adjust for the cost of the job and it triggered an automation to move the status of the job from closed to sold, he needs to be able set the date for the original date again
1 vote -
Manually Signed Customizability
When a quote is manually signed, to change 'Manually Signed' to the customer's name on the signature line of the quote PDF
1 vote -
1 vote
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