General
948 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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1 vote
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Create Customizable Templates for Profit Tracker
Would love to have the ability to create customizable templates for additional sections in Profit Tracker. For example, to have it automatically add "Installer", "Lowes", "ABC" as soon as it opens.
1 vote -
The ability to remove photos from NSE Estimate Inspection page directly
Work around is to remove the photo from the job, however removing the photo from the estimate page if needed instead of the job would be useful.
1 vote -
Nesting tasks
To be able to nest sub tasks inside of tasks
1 vote -
Activity report
To allow the activity report to filter by specific jobs
1 vote -
1 vote
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Automation that will convert fully signed estimate to a Work Order.
Would like to have the ability to set up an automation where once the estimate is fully signed, it will trigger to create the work order off of the estimate.
1 vote -
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 -
1 vote
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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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Access Profiles to separate Create from Edit
Would like to be able to set access to 'Create' separately from 'Edit' instead of 'Create & Edit'
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
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