General
948 results found
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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 -
1 vote
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2 votes
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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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1 vote
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Ability to see if other users are online in a Contact/Job
Would like for the color on a Contact to change (to red for example) so other users are aware if recent changes have been made and they need to refresh their page
1 vote -
Option to enter in Subtotal on Estimates
To be able to manually type in subtotal on estimates for insurance purposes.
1 vote -
Signing Contracts are too case sensetive
Customer's struggle to sign sometimes. Likely there is a space before or after their name or their didn't use capital letters. Not allowing a contract to be signed if the customer accidentally put a space after their name is ridiculous.
See photo for reference. Customers get confused since it looks like it matches exactly.
Let's just adjust it so it's not so sensetive and more customers can easily sign the contract.1 vote -
1 vote
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Calendar view for all day tasks
The ability to change the day view or weekly view in the calendar to show only the all day events and not break down the days by hour.
1 vote -
Estimate reply to not go to external email
When an estimate is sent, and a customer replies to that email, it goes to the user's external email instead of JN. Would like settings to control this
1 vote -
Add ability to add a note of authorization within the signings and upgrades page
Would like the ability to add a note such as, 'Authorized by....' below where the customer signs an estimate
1 vote -
Subcontractor task tab
Would like a task tab added back for Subcontractor contact page
1 vote -
1 vote
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1 vote
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unit of measure character limit
To allow a custom unit of measure to be longer than 5 characters
1 vote
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