General
1013 results found
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1 vote
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1 vote
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export profit tracker to excel
would like the ability to export a job's profit tracker to excel.
1 vote -
send QR code in invoice for payment
the ability to send a qr code in an invoice.
2 votes -
1 vote
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Material Order Editing
Would like to be able to add extra costs to a Material Order as a job progresses
1 vote -
Optional No Sales Rep on Estimate Cover Page
With the New Sales Experience Cover Pages, it seems to show the sales rep by default without being able to toggle it off. Of there isn't an assigned Sales Rep on the Job or the Contact, then it just fills it with the info of the person who created it. I'd like the sales rep info to be optional so I can toggle it off if I want.
1 vote -
Convert Estimate to Work Order
Would like for Work Orders to have a setting or option that lets you automatically delete material line items and keep labor line items
1 vote -
Pin Photos
Add the ability to pin selected photos to the top of the Photos tab within a Contact or Job.
1 vote -
Edit P&S from estimate layout screen
When editing estimate layouts and templates, would like to be able to make changes to material cost on products and have those changes reflect in Product & Services
1 vote -
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
2 votes -
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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