General
974 results found
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Larger Description Boxes when Duplicating Jobs
When duplicating a job, the description box is small. It would be great to format the box differently or be able to add more lines so we can better organize and read the information.
1 vote -
New Jobs Experience Email Attachment View
We use to be able to see the attachments in the activity tab when we sent emails out. On the New Jobs Experience, we have to click into the thread to see that the attachment is there. We would like to have the old application back, we don't need to have to click more to see what is included to the email thread.
1 vote -
board cards
Would like the ability to display who the sales rep is in the icon in the bottom right of the job card instead of the assignee by default
1 vote -
2 votes
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2 votes
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A Notification/Automation ability for a comment added by a customer to an agreement
A Notification/Automation ability for a comment added by a customer to an agreement at time of sigining
As it stands, if a customer makes a comment on a LEGALLY BINDING DOCUMENT, the only way to see it is to manually search for it. There is no notification or indicator. This is NEEDED!
1 vote -
Ability to control which line item prices are not changed when margin slider is moved
Sometimes a custom line item is added that is not in the product & services list. Many times these prices are verbally expressed to the client so the price has to stay locked even if the margin slider is moved. This is critical if Line Totals are made visible on the PDF.
12 votes -
Formatting needs improved in NSE PDF view. Headers like "Description" clutter the page.
- Remove Description header above every section.
- Remove Unit & Qty headers by having the Unit come right after the Qty.
- Remove Unit Price by putting an "X" (times symbol) before the unit price and after the Unit & Qty (don't allow unit price without the Unit & Qty)
- Remove Line Total by making it bold
- Make the section titles a different size or shaded background, anything to separate it from a regular line item. You could even put a simple box around the line items below each section title, with the section title directly above the box
With each section's…
15 votes -
1 vote
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Email notifications
Being notified the same way you are for customer replies for new emails would be beneficial
1 vote -
1 vote
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2 way calendar sync but the items from google calendars have the option to be read only
for a 2 way sync but the items from google calendars have the option to be read only
1 vote -
1 vote
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Ability to Adjust Default View of Activity tab in the New Jobs Experience
Not happy with the Activity tab in the Dashboard for New Jobs Experience. Want to be able to set the setting to filter for what I want it to show, not have it show the newest at the top when that information may be less relevant to what I need.
1 vote -
be able to customize what information syncs to outlook from task
Add the ability to choose what task/job information syncs over to outlook calendar
1 vote -
AssistAI transcript on job
We would like the transcript on the job instead of the contact
5 votes -
More customization in classic reports
The ability to filter out specific activity items is the primary concern for this user. They want to omit email activity, and only filter by actual changes and activity updates by the assignee of the job.
2 votes -
1 vote
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2 votes
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AssistAI Scheduling priority
It would be good if it scheduled appointments where it tried to go to one person but then if that person isn't available, THEN it goes to the next one, instead of evenly going to everyone, some people are just a backup.
1 vote
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