General
973 results found
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1 vote
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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 -
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 -
Profit Tracker - View available in the Mobile App
We would like to be able to track profit and loss on the desktop and the mobile app. This would be extremely helpful to have this ability when out in the field.
1 vote -
Profit Tracker - Split Commission Sections by Trade
I need a way to split the profit tracker for commission purposes, or produce a separate cost section. This would help keep things organized, as I pay gutters differently than other trades.
1 vote -
Be able to edit the small icons on board cards
Would like the ability to customize and edit the small icons on the bottom of board cards. Days in status, Tasks, attachments, are the ones that are showing. Please let us choose what shows there instead
1 vote -
Being able to "PIN" an important comment in notes/activity
It would be really helpful to be able to pin an important note in the activity field that we can either share with all those assigned to that job.
1 vote -
Insights filters
To be able to add custom filters and columns to sections like "Last Week: Leads" and to have those customizations be savable
1 vote -
1 vote
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Be able to write out an email when making an automation instead of using a template
We would like the option to write out the email message that sends with an automation instead of only choosing a template
1 vote -
1 vote
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When clicking reply from the the activity page to an email, change the formatting of the the email. It looks unprofessional.
Please make the email view look normal. It looks bad with the quotations and the strange spacing.
1 vote
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