General
993 results found
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Limit access to template creation
Would like to see the ability to create estimate templates be an area where we can place restrictions to prevent build up of redundant templates
1 vote -
Remove the need to add a start date to edit a work order
We do not need a start date for a work order until we are able to schedule with a homeowner. Which I would assume would be the case for many contractors using this platform.
1 vote -
PDF view in App
Would like the PDF view within the app to be all page view.
1 vote -
All page view of PDF's in the App
We would love to see PDF's within the app showing and "all page view."
1 vote -
2 votes
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2 votes
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Color Code Calendar by Trade
We would like the ability to color code the calendar by trade so that we can differentiate the trades easily on the calendar view.
1 vote -
1 vote
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Automations
To be able to create an automation for an invoice status as well as a job status to move a job to a different status
2 votes -
Insights dashboard date customization
Would like to edit dashboard boxes to show "this week" instead of just 'last week', etc. Or even be able to customize the timeframes on the dashboard
1 vote -
Mobile app photo edit tools
Liked tools from previous versions; no longer sees the option to add circle shapes to photos to highlight certain things for their customer. Would like to add a color background for text added to photos from photo editing tool
2 votes -
1 vote
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hyperlink in email
When a customer replies to an email, the logo would like there to be a clickable area in the email that will take her directly to the associated job.
1 vote -
Option to Toggle Contact off on New Jobs Experience
We would like the ability when on the job to hide the contact that is in the bottom, right corner as it is confusing and redundant to have the customers name in both places.
1 vote -
NSE Templates - terms and conditions template option
Would like the option to create Terms and Conditions templates in New Sales Experience.
1 vote -
Subtasks on new jobs view
Currently, the only way to create a subtask is through the calendar. Allow the ability to add subtasks in new jobs
1 vote -
1 vote
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Responses to automated texts go to unassigned, not archived
Right now it is very easy to miss customer replies if they reply to text automations because it goes to archived immediately.
1 vote -
Allow the cover photo of the job to not autopopulate on the cover page of estimates
Make it so the cover photo for the job is separate from the cover photo of the estimate.
1 vote -
Automatically calculating quantities of different materials for a product without an integrated supplier
Would like to automatically calculate quantities of different materials for a product without an integrated supplier. using a PVC window surround example, he explained needing different lengths of various PVC board types (1x4, 1x6, and crown) cut from 18-foot lengths for multiple windows. Basically would like the system to bundle multiple materials into a single product with automatic quantity calculations.
1 vote
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