General
887 results found
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Allow assignee selection when creating a contact
Instead of default assignee being assigned to a new contact, allow for the user to choose who the contact assignee is
1 vote -
1 vote
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using app in dark mode
logo would like to be able to use app when their phone is in dark mode. rather than the text and screen showing as black on black,
1 vote -
approved estimate notification
They would like if the sales rep would be notified once an estimate is set to an approved status. They mentioned that things tend to fall through the cracks due to not immediately knowing once something is moved to that status
1 vote -
Subcontractors workorder field
to change it to subcontractors/tech's or subs/lead techs to be able to use for in house employees or subs per the title
1 vote -
Template formatting Improvements
Would like the formatting of creating templates to be improved to not be so difficult to cut and paste a template into the different templates. It would be good to have some guidance on the templates when cutting and pasting to tell you the best methods of implementing the templates.
1 vote -
Profit tracker save button visible during settings edits
Right now when the settings pane is open in profit tracker the save button is hidden. It would be helpful if the button was visible during settings, so that we could remember to save it.
1 vote -
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
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