General
641 results found
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Less Frequent Login Requirements
Simply put, I have to login to my account WAY too often. Whether via 2 factor authentication, biometrics, or whatever, I should be able to stay logged in on my daily devices for weeks at a time, not a day or two like it is now. This is especially cumbersome on mobile because my password manager is prevented from auto-filling login info on the current app.
2 votes -
Insert Assignee Image
When creating templates, it's possible to insert the Sales Rep's profile image into it with a short code. I would like to be able to insert assignees images for later steps in the process.
2 votes -
Create a 'Return to Top of Page' button
Move to top of page button at the bottom of the screen when scrolling
2 votes -
1 vote
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Automation Email- Able to add attachment to email
Would like the ability to add an attachment to an automatic email.
1 vote -
user access to tags
logo would love the option on who has access to create tags.
1 vote -
increase character count on forms
Logo would like the option to increase character count on their forms
1 vote -
Assign Task Modification to Assignee
Would like to be able to have all team members view tasks, with limitation on the assignee being the only one who can edit or delete the task.
1 vote -
Able to edit emails sent out with invoices
When emailing invoices we can choose a template but not view or edit it
1 vote -
Able to combine templates
Instead of the templates just replacing, able to combine them too on New Sales Experience
1 vote -
NSE- Good, Better, Best Item option link
NSE- Would love the option for my customer to remove the option of the shingle on the "good" estimate, by way of clicking a button that would subtract the shingle from the "good" estimate when they choose the upgraded shingle.
1 vote -
1 vote
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1 vote
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1 vote
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Automation for notification internally of inactivity in Job/Contact
We need an automation that will send a notification to the assignee or subcontractor to see when a job/contact has been inactive after a certain time period so that we can keep the job moving through the system.
1 vote -
Edit page margin
We would like the page margins (the spacing on the sides of the page) to be editable
1 vote -
Able to upload audio files to jobs
Able to upload voice memos would be helpful
1 vote -
Contact and Job Fields populate in Insights
Would love to have the contact fiend and Jobs fields that are added to the cards to populate in Insights reporting. For example, would like "service type" and "reason for moving to lost" to populate in the filters in Insights.
1 vote -
auto populate emails
logo would like to be able to have an email list auto populate when emailing.
1 vote -
EagleView Tokens - Apply to Material Order
It would be nice to have the option to apply EV tokens to a material order. I know it is possible to create an estimate, apply measurements, then convert it to a material order, but it would be nice as a base feature to have the option to apply EV tokens to a material order without having to convert an estimate.
1 vote
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