General
872 results found
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Notification for all email if they bounce, don't deliver, etc.
For all emails that go out not just for NSE
2 votes -
Adding payment from the contact page
Prior to jobsv2, people were able to add payments to the contact page rather than selecting the job first, then adding the payment. This request is to ask for this feature back on the contacts page
1 vote -
When adding a template to the estimate details page, add it as an option
Currently, when you import a template into your estimate details page, it will erase all data, even if you have multiple options available. This makes it difficult when you are simply trying to add a new option that you already have the template for but don't want to manually enter it into the estimate when you could just import that template as a different option instead of erasing the whole estimate details information.
2 votes -
Ability to add image to automated text.
Would like to include the photo of the sales rep who will be coming to the home in the text.
1 vote -
3 votes
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Print board
logo would like the option to print directly from the board instead of creating a custom report
1 vote -
Separate markups for material and labor
Preference on separating the markup of material costs and labor costs. Having to create a product variant or separate product entirely for the separate markups causes double work and increases the points of error when creating an estimate. The biggest concern is human error in forgetting to add/remove the product in case of changes needing to be made after the estimate is created, or at point of creation
3 votes -
Adding Form based conditions to automation
There are no current options in the condition types for forms.
2 votes -
Being able to format change any note text box on an estimate
When you are looking at the product details in an estimate you can leave a note in the note text box but you can't actually change the text font, size, bold etc.
2 votes -
Adding Custom Filters to the Map View
Being able to add a custom filter off of custom fields to the map view
1 vote -
1 vote
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Forms with option to add images
Similar to forms but to have the ability to add images to the questions
1 vote -
Document regeneration
When creating a financial doc like an estimate or invoice, only the initial document is created in the documents tab. If any updates are made to that financial doc after the fact, the document does not get regenerated with the updated information. ideally, this customer would like to see this happen once updates are made to the document
1 vote -
Adding a signature to texts sent through Engage
Chris was interested in adding a signature to his texts that are sent through Engage making it easier for his customers to know who is reaching out to them.
1 vote -
Undo button
Would like an undo button when creating estimates
1 vote -
read receipts for engage
would love the option to have read receipts for engage
1 vote -
1 vote
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1 vote
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2 votes
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Customizable Work Order Template
being able to remove line items and add more custom fields
1 vote
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